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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.
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.
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.
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.
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.
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.
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.
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.
Mexico temporarily becomes a safe haven for Taiwanese EMS providers.
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.
Taiwan server revenue and shipment forecast, 2025
Competition for AI hardware deployment is showing no sign of resting with Taiwanese ODMs' server-related business revenues expected to surge 50% on year in 2025.