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1Q26 Server Market Report
Last Modified
2026-02-04
Update Frequency
Quarterly
Format
Global Server Market – Trends and Outlook for 1Q26
Key Highlights
- Trump Initiated “Genesis Mission” to Advance Progression of AI Field
- Four Major US-Based CSPs Yet to Decelerate in Capex; Taiwanese ODMs Continue to Rise in Shipment for AI Servers
- AI Industry Shifts Focus from Training (GPUs) to Inference (ASICs)
- AI Server Hardware Continues to Upgrade and Evolve in Technology; Supply Chains of Cooling, Optical Communication, PCB, and Power Supply to Benefit Accordingly
Table of Contents
- Analysis of Server Market Dynamics – Worldwide and China
- Dynamics of CSPs, Server OEMs (Brands), and Server ODMs
- Key Trends in Server Supply Chain for 2026
- TRI’s View
<Total Pages: 25>
Category: DRAM , AI/HBM/Server
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Membership
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AI Reshapes Memory: Market Revenue to Peak by 2027
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