AI Server tracker: Taiwan optical module and BMC suppliers gain despite fewer February working days on AI server demand

Jingyue Hsiao, DIGITIMES Asia, Taipei Mar 12, 2026, 07:52 0

Credit: AFP

Taiwanese suppliers in the AI hardware supply chain reported varied results in February, with several optical module and server component makers posting year-over-year growth, while some case makers saw weaker month-to-month sales due to seasonal fac...

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