AI Servers Now One-third of Global Server Market
The server market has grown steeply during Q2 2024 due to the strong demand for AI servers, increasing 35% YoY. Dell, Supermicro, HPE are
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AI Server ODM Market Analysis 2026: Growth Forecast & Revenue
AI servers have become the primary revenue driver, outpacing consumer electronics in growth. However, the industry faces challenges from volatile component prices (GPU, HBM, SSD)
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Memory Industry Revenue Expected to Reach Record
In 2025, driven by the rise of high-capacity QLC enterprise SSDs, the adoption of QLC UFS in smartphones, restrained capital expenditures by
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Memory industry revenue to hit record high in 2025
In 2025, driven by the rise of high-capacity QLC enterprise SSDs, the adoption of QLC UFS in smartphones, restrained capital expenditures by
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AI server ODMs are running into awkward math: revenue up huge,
TrendForce, “AI Server Demand to Drive Memory Contract Price Increases in 2Q26” (Mar 31, 2026) DigiTimes, “Wiwynn shifts memory purchases as component costs pressure ODM
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Tech Giants Fuel AI Server Boom, Contributing 30% to
ODM, which is a server manufacturing server provider commissioned by the Big Four, Amazon, Meta, Google and Microsoft, is the biggest AI server
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AI Servers Now One-third of Global Server Market
Following the introduction of ChatGPT in 2022, the server market has grown rapidly as demand for AI servers increased with the GenAI boom. Global
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AI server watch: AI servers lift Taiwan supply chain
Taiwan''s AI server supply chain delivered broad-based growth in 2025, fueled by surging generative AI and cloud data center spending, but the
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JP Morgan says Nvidia is gearing up to sell entire AI
JP Morgan says Nvidia is gearing up to sell entire AI servers instead of just AI GPUs and components — Jensen''s master plan of vertical integration
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News tagged AI server at DIGITIMES
As AI server prices rise, original design manufacturers (ODMs) are hitting record revenue, but also coming under pressure on their gross margins. To defend profitability,
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AI-Driven Growth: The Future of Compute Servers
Discover the future of compute servers in our latest report, exploring AI-driven growth and the rise of accelerated servers. Gain insights into market
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2025 Liquid Cooling Industry Sector | ToneCooling
Suitable for conventional AI servers with single-unit power of 3-10kW, such as servers equipped with H100 chips, which often use this solution.
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AI Server Market Update: Vendors Shift from Silicon to Services
AI Server Market Update: Vendors Shift from Silicon to Services Dell, HPE, Lenovo, and Supermicro are riding record AI server demand, but winning enterprise customers requires more
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Taiwan Leads Global AI Server Shift, Surpassing
Wistron reported a 92.7% revenue gain from January to July 2025, while Quanta achieved 65.6% growth —illuminating the AI server boom across Taiwan''s ODM
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Memory & Flash Crisis: March 2026 Update
The global memory market entered 2026 in a state of structural supply constraint. AI infrastructure demand has reallocated semiconductor
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AI servers squeeze ODM margins as consignment gains traction
As AI server prices rise, original design manufacturers (ODMs) are hitting record revenue, but also coming under pressure on their gross margins. To defend profitability, manufacturers are cutting
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AI Server Market report 2024-2030 [314 Pages & 252
The AI server market is experiencing rapid expansion, driven by rising demand from cloud providers to support hyperscale environments and generative AI workloads.
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The Influence of AI on Server Market Dynamics: Projections for 2025
Global shipments of AI servers are projected to increase at a CAGR of 27.2% during 2022-2027. By 2027, AI servers are forecasted to account for around 19% of the total annual server
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AMD and Intel Consumer CPU Prices Jump 10% in a Month With
AMD and Intel CPU prices are rising 5-20% due to AI demand, with further hikes expected through Q3 2026, totaling 16-17% increases.
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Taiwanese ODM Wiwynn sees AI server revenue share growth
Wiwynn, a server ODM, revealed in its online earnings call on November 7th that demand for AI servers is robust, and it projects that demand for both general-purpose and AI servers will rise
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The Future of Sheet Metal Fabrication: Key Trends and OEM/ODM
The Rise of Smart Manufacturing and Automation Automation is no longer a luxury but a necessity in modern sheet metal fabrication. Advanced technologies such as high-precision laser
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Servers: AI-Driven Full-Year Shipment Growth, ODM Direct Mod...
AI server shipments are expected to maintain a quarter-over-quarter upward trend throughout the year, with significant growth in ODM Direct shipments and market share.
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