AI server tracker: Taiwan's rack supply chain reveals where the AI buildout is accelerating

DIGITIMESSeptember 11, 2026en

The three Taiwanese supply chain categories closest to the physical AI rack — thermal, power supply, and rail kits — booked combined August revenue of NT$121.48 billion (US$3.86 billion), according to monthly filings with the Market Observation Post System (MOPS). The growth rates behind it diverge sharply: rail kits rose 191.2% from a year earlier, thermal 58.4%, and power supply 32.5%. The spread maps where rack-scale deployment is binding.

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