DIGITIMES estimates that global server shipments grew by 0.4% quarter-over-quarter in the second quarter of 2025, falling short of expectations. Brands like Dell and HPE saw shipments decline due to a lack of motivation for enterprise server replacements.
However, shipments to US and Chinese cloud service providers (CSP) were stronger, with Amazon and Microsoft accelerating their general-purpose server replacements. Chinese CSPs also saw shipment growth due to recovering market demand and continued expansion of AI investments.
Global server shipments are expected to grow by 1.1% in the third quarter of 2025, lower than the growth that was close to mid single-digit percentages in previous years. Among them, Meta, a major purchaser of servers, will further slow down its demand in the third quarter as shipments of general-purpose models have passed the peak, leading to a slight quarterly decline in the overall shipments for large-scale US CSPs.
Chart 1: Key factors affecting 3Q25 global server shipments: Supply/demand
Chart 3: Global shipments by top-10 player, 2Q24-4Q25 (k units)
Chart 5: Taiwan server shipments and global share, 2Q24-4Q25 (k units)
Chart 38: Taiwan and global server shipments, 2021-2025 (k units)
Chart 39: Global server shipments by top-10 player, 2024-2025 (k units)
Chart 40: Taiwan server shipments by top maker, 2024-2025 (k units)
