"A limited time only 20% discount is now avaiable for this report with the report's pricing set to return to US$5,000 after May 31, 2025"
The surge in demand for AI servers, driven by the wave of AI trends, and the impact on the supply chain influenced by geopolitical factors, has made the supply chain deployment of the server industry a focal point of attention. Regarding EMS providers, Taiwanese companies account for 80% of the shipment volume, playing a crucial role within the supply chain, which makes their production deployment also an area of interest in the market.
DIGITIMES conducted an investigation on the upstream-downstream supply chain relationships and the production sites of major EMS providers from Taiwan and China involved in server products, focusing on two critical assembly dimensions: L6 and L10-12, to unveil the information within the vertical connections. The report covers primary EMS providers, including Foxconn, Wistron, Wiwynn, Quanta, Inventec, Mitac, and LCFC, and analyzes over 400 pieces of relevant supply chain information from the past three years.
By meticulously comparing data from various factories operated by EMS providers, the report outlines the upstream and downstream relationship diagrams for each factory. It utilizes comprehensive lists for comparison to grasp the supply chain deployment of EMS providers. Finally, through visual representation on maps, the report intuitively captures changes in the supply chain and analyzes trends among different companies, revealing trends of how server upstream players manufacture products via multiple dispersed locations before being consolidated in Mexico for downstream assembly, ultimately exporting to the US.
The core topic explored in this research report is how the supply chain's deployment will be influenced and its future development directed by market changes and geopolitical impacts. DIGITIMES uses the large volumes of information and data, which it collected through precisely breaking down component sources within the server supply chain, EMS production sites, and final customer locations, to assist it in analyzing and making calls.