Daniel Romero(@HyperTechInvest):DIGITIMES reports that AI server demand remains very strong, but component mismatches are worsening, with supply gaps reaching 15–20% across memory, CPUs, PCBs and MLCCs The issue is expected to persist through September Vera Rubin has already begun production shipments, with server volumes expected to ramp further in Q4 2026 and become a major revenue contributor in 2027. Demand also remains strong for Nvidia H- and GB-series systems, ASIC servers and general-purpose servers ODM results reflect that strength. Quanta August revenue rose 177.5% YoY, Inventec 35.8%, and MiTAC 119.9%. Quanta and Inventec both said servers were the main growth driver

2026.09.10 03:27

DIGITIMES reports that AI server demand remains very strong, but component mismatches are worsening, with supply gaps reaching 15–20% across memory, CPUs, PCBs and MLCCs The issue is expected to persist through September Vera Rubin has already begun production shipments, with server volumes expected to ramp further in Q4 2026 and become a major revenue contributor in 2027. Demand also remains strong for Nvidia H- and GB-series systems, ASIC servers and general-purpose servers ODM results reflect that strength. Quanta August revenue rose 177.5% YoY, Inventec 35.8%, and MiTAC 119.9%. Quanta and Inventec both said servers were the main growth driver