CONNECT WITH US

Servers

What to expect?
  • Quarterly and annual server shipment updates for ODMs and clients
  • Server market shipment five-year forecast
  • Global AI server shipment annual outlook
  • Server critical component analysis (heat dissipation, PSU, PCB, etc.)
Research Scope

The Servers Report provides a structured and data-driven analysis of the global server market from market, technology, and application perspectives. It delivers in-depth tracking of data center and AI server development, including quarterly global server shipment data, shipment performance of Taiwanese ODMs and their major brand and cloud clients, and five-year shipment forecasts capturing long-term demand trends. The report also examines key server technologies and critical components, such as thermal solutions, power supply units (PSUs), and PCBs to support a comprehensive understanding of industry evolution and supply-chain dynamics. Together, these insights enable readers to better assess market direction, technology priorities, and supply-chain positioning across the global server ecosystem.

Filter

-
report
Containerized data center and liquid cooling development
Liquid cooling demand drives containerized data center development; 2026 AI server liquid cooling penetration rate expected to exceed 50%.
Kaylee Chiu
Thursday 29 January 2026
report
Server cooling and related patent status
Two-phase liquid cooling technology is gaining visibility, and there is a simultaneous rise in the deployment of liquid cooling patents.
Kaylee Chiu
Tuesday 2 December 2025
report
CXL development and hardware adoption
CXL officially enters a restart phase, with the interconnect tech expected to achieve a 90% penetration rate in new server models by 2028.
Kaylee Chiu
Friday 14 November 2025
report
Global server market, 3Q 2025
Cloud service providers' procurement surges with global server shipments expected to rise 8% quarter-on-quarter in the third quarter of 2025 and exceed four million units in the fourth quarter.
Jim Hsiao
Thursday 6 November 2025
report
Global server shipment forecast, 2026 and beyond
The global server shipments are projected to have a CAGR of approximately 5% from 2025 to 2030, with AI demand driving technological innovation.
Jim Hsiao
Wednesday 15 October 2025
report
Global server market, 2Q 2025
Cloud service providers turn conservative, while server brand vendors are expected to rebound in third-quarter-2025 shipments, resulting in overall global server shipments estimated to pick up by 1.1% quarter-over-quarter in the third quarter of 2025.
Jim Hsiao
Monday 4 August 2025
report
Global annual AI server shipments, 2024-2025
Global AI server shipments are expected to reach 1.81 million units in 2025, with high-end models no longer concentrated among the four major US CSPs.
Jim Hsiao
Tuesday 10 June 2025
report
Global server market, 1Q 2025
Anticipation of tariff increases has prompted server players to actively build inventories with global server shipments projected to grow by 1.8% quarter-over-quarter in the second quarter of 2025.
Jim Hsiao
Tuesday 29 April 2025
report
Trump reciprocal tariff impact on server ODMs
Trump's reciprocal tariffs challenge the resilience of the server supply chain;
Mexico temporarily becomes a safe haven for Taiwanese EMS providers.
Nick Chen
Thursday 24 April 2025
report
Trump reciprocal tariff impact on server industry
The server industry faces US reciprocal tariffs with ASEAN factories to be impacted the most outside of Singapore; relocating high-margin assembly plants to the US is relatively feasible in the short term, but in the long term, the supply chain is expected to become more regionalized.
Yen Chou
Wednesday 16 April 2025