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AI server supply chain tracker: AI infrastructure arms race boosts Taiwanese AI chip and server suppliers

Jingyue Hsiao, DIGITIMES Asia, Taipei Friday 20 February 2026 0

Credit: AFP

The AI infrastructure boom has entered a full-scale arms race in 2026, with US cloud giants dramatically ramping up capex. Taiwanese chipmakers and server suppliers are emerging as key beneficiaries as orders for advanced silicon and AI systems surge...

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