AI server growth is lifting Taiwan ODM revenue, but margins now face the harder test

DIGITIMESAugust 17, 2026en

Taiwan's top six original design manufacturers are seeing AI servers become the main revenue engine in 2026, but the boom is also bringing heavier exposure to expensive GPUs, CPUs, high-bandwidth memory, and networking parts. That has broadened the sales base while making gross margin protection a central concern in the industry.

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