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Analyzing XFusion's global server expansion: strategic supply chain routes, regional dynamics, and pricing trends
XFusion's server export value in 2025 saw a yearly growth of 30%, with three major export routes targeting the ASEAN, African, and Latin American markets.
Global server market and shipments, 2026: Agentic AI drives global server shipments near 20 million mark in 2026
CPU computing power plays a key role in AI, with Global server shipments in 2026 expected to see a significant yearly growth of 19.2%.
Taiwan panel industry transforms by riding the AI wave into microLED optical communications
Under the AI boom, microLED optical communication is expected to become a key opportunity for the display industry's transformation.
Global server market, 1Q 2026: Agentic AI sparks general-purpose server revival
Agentic AI drives general server demand; global server shipments to top five million units in the second quarter of 2026.
China high-end AI accelerator market 2026: Localization trends, competitive landscape, and supply chain constraints
Government policies drive China's chip autonomy; 2026 Chinese cloud AI accelerator shipments to top 2.12 million units, with Huawei taking over 50%.
Financial outlook for top 4 CSPs: accelerating cloud revenues and record capex in 2026
Cloud business revenue enters a critical moment of accelerated growth; the top-4 CSPs revise their 2026 capex upwards to US$660 billion.
Beyond Huawei: China's New H3C Leverages Former HP Roots to Dominate ASEAN Server Markets
Chinese top-3 server exporter, the New H3C, is seeing server export value expand, leveraging two major export routes to target ASEAN and Central Asian markets.
Benefits of CXL in server memory configuration
General-purpose server demand on the rise in 2026; continuous memory cost increases expected to drive CXL demand.
Taiwan IC designers in rack-level AI delivery
Rack-level delivery becomes a mainstream trend in cloud AI compute; MediaTek joins TPU design, influencing Taiwan's IC design status.
Global server market, 4Q 2025
Global server shipments are expected to grow over 10% on year in the first quarter of 2026 as both cloud service providers and server brands are enjoying robust demand from customers.