Global AI server production shifts nearshore, cutting direct Taiwan exports to US

Taiwanese suppliers control roughly 90% of the global AI server market but are moving assembly closer to end markets, reducing direct exports from Taiwan to the US. The shift reshapes supply chains amid tight TSMC capacity and surging AI infrastructure demand.

• Taiwanese suppliers hold about 90% of the global AI server market
• Assembly is moving nearshore, cutting direct exports to the US
• TSMC locked in 3–6% wafer price hikes for 2027
• TSMC 3nm, 2nm and CoWoS capacity stays tight