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Digitimes November 12, 2026 By DIGITIMES positive

AI server tracker: ODM/EMS giants scale up, but optical suppliers show who captures the next wave

AI / LLMManufacturingData Center
Taiwan's AI infrastructure expansion is producing different growth patterns across system manufacturers and optical suppliers. All six original design manufacturers and electronics manufacturing services providers (ODM/EMS) tracked surpassed their full-year 2025 revenue during January–October 2026. Among optical suppliers, LandMark nearly doubled last year's total, while FOCI's strong October growth brought cumulative revenue only marginally above the previous year's corresponding period.
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