AI server tracker: Taiwan's rack supply chain reveals where the AI buildout is accelerating

<p class="P1" data-start="2237" data-end="2683">The three Taiwanese supply chain categories closest to the physical AI rack &mdash; thermal, power supply, and rail kits &mdash; booked combined August revenue of NT$121.48 billion (US$3.86 billion), according to monthly filings with the Market Observation Post System (MOPS). The growth rates behind it diverge sharply: rail kits rose 191.2% from a year earlier, thermal 58.4%, and power supply 32.5%. The spread maps where rack-scale deployment is binding.