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Investing.com -- Asian companies specializing in AI server manufacturing are gaining attention as demand for artificial intelligence infrastructure grows globally. According to a recent analysis by Jefferies, several Taiwan-listed companies stand out as top performers in this rapidly expanding sector.
Global server shipments are set to rise 13% in 2026, driven by a surge in AI-related demand despite lingering memory shortages, Jefferies analysts said.
They estimate total shipments will exceed 17 million units next year, fuelled by an 84% jump in AI servers and steady 5% growth in general servers. Jefferies cited strong orders from cloud service providers and so-called Neocloud clients.
The investment bank highlighted four key players that are well-positioned to benefit from the continued expansion of AI computing capabilities across Asia and beyond.
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Hon Hai (2317 TT), also known as Foxconn Technology Group, secured the top position in Jefferies’ rankings. As the world’s largest electronics manufacturing service provider, Hon Hai has leveraged its massive production capacity and technical expertise to capture significant market share in AI server manufacturing.
The company’s established relationships with major technology firms and its vertically integrated supply chain provide competitive advantages in meeting the complex requirements of AI infrastructure.
In recent news, Hon Hai reported record revenue for September, and its chairman met with OpenAI’s CEO to discuss potential collaborations. Additionally, JPMorgan raised its price target for the company, citing a stronger outlook for AI server growth.
Wiwynn (6669 TT) specialises in cloud IT infrastructure solutions, including servers optimised for AI workloads.
Wiwynn’s focus on high-performance computing systems has positioned it well to serve hyperscale data center operators and cloud service providers investing heavily in AI capabilities.
Quanta (2382 TT) ranked third among Asian AI server manufacturers. As a major supplier to global technology companies, Quanta has expanded its server business to address growing demand for AI computing infrastructure.
The company’s experience in producing high-density, energy-efficient server solutions has helped it secure important contracts with cloud service providers and enterprise customers implementing AI technologies.
Wistron (3231 TT) completed Jefferies’ top four rankings. The company has been actively developing server products tailored for AI applications, building on its broader electronics manufacturing capabilities.
Wistron’s strategic investments in advanced manufacturing processes and design capabilities have strengthened its position in the competitive AI infrastructure market.
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