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Digitimes November 11, 2026 By DIGITIMES positive

AI server tracker: Beyond GPUs, chassis, power supplies, rail kits and cooling capture a bigger growth story

AI / LLMNVIDIA / GPUSupply ChainData Center
Taiwan's AI server component suppliers are surpassing last year's revenue well before December. Eleven of the 13 companies tracked across chassis, power supplies, rail kits and thermal management had already exceeded their full-year 2025 sales in the January–October 2026 period, although October's results show differing shipment momentum.
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