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How long can the AI server ODM boom last as growth begins to slow

Jingyue Hsiao, DIGITIMES Asia, Taipei Apr 12, 2026, 04:33 0

Credit: DIGITIMES

Taiwan's AI server ODM and EMS sector continues to deliver exceptional revenue growth in the first quarter of 2026, driven by sustained hyperscaler investment in artificial intelligence infrastructure. However, while the expansion remains robust, monthly...

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