Business2 hOctober 13, 2026, 08:24

Taiwan's AI server chain grew 55% in September, but growth narrowed to fewer suppliers

Digitimes data shows Taiwan's AI server supply chain revenue rose 55% year over year in September, yet the growth is concentrating among fewer suppliers. Demand is driven by ASIC orders for Google TPU, AWS and MediaTek, while TSMC's 3nm, 2nm and CoWoS capacity remains tight.

Digitimes

Open source

Taiwan's AI server chain grew 55% in September, but growth narrowed to fewer suppliers

Taiwan's AI server chain revenue rose 55% in September
Growth is concentrating among fewer suppliers
TSMC locked in 3–6% wafer price hikes for 2027
Demand for 3nm, 2nm and CoWoS stays tight

#TSMC#MediaTek#Google#AWS

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