Server Market Bulletin - Mar. 5, 2026

Last Modified

2026-03-05

Update Frequency

Biweekly

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PDF

North American CSP CAPEX expansion drives dual demand for NVIDIA and custom chips. ODMs like Foxconn benefit from rack solutions and are expanding US/Mexico production. Power leaders Delta and LiteOn are shifting toward high-voltage, liquid cooling, and system-level integration to support high-density computing.

Key Highlights

Market Momentum: Strong capex from North American CSPs sustains demand for both GPUs and ASICs, driving overall AI server growth.
ODM Strategy: Foxconn leads in NVIDIA racks, while Inventec and Wiwynn focus on ASICs. All are accelerating US/Mexico expansion for localized production.
Chip Dynamics: Google deepens vertical integration with TPU/CPU; NVIDIA transitions to new platforms, though supply chain readiness and geopolitical factors remain key.
Power & Thermal: Rising computing density pushes the industry toward high-voltage and liquid cooling integration. Delta and LiteOn are pivoting to high-value, full-rack power solutions.

TrendForce's View
ODM Dynamics
- 2025 YoY Growth in L6 MB Production among ODMs
CPU, GPU and ASIC Dynamics
Thermal/Power Related Updates

Latest Revisions to ODMs’ Server Shipment Growth Rates for 2026

Category: DRAM , Cloud / Edge Computing , Artificial Intelligence , AI/HBM/Server

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Server Market Bulletin - Mar. 5, 2026

Key Highlights