Neocloud lifts OEM buying as ODM-direct share slips below 80% in 2026

Taiwan-based server ODMs are losing ground as the ODM-direct model's share fell below 80% in 2026, with neocloud customers ramping up AI demand and increasingly buying through OEMs instead.

• ODM-direct share dropped below 80% in 2026
• Neocloud customers are shifting to OEM purchases
• Driven by rising demand for AI compute
• Taiwan ODMs have long been key CSP partners