NuAxiSemiconductor trade intelligence
AI server tracker: AIC accelerates as Taiwan's connector and chassis suppliers post uneven growth
What happened
Taiwan's connector and server-chassis suppliers posted broadly higher September revenue, although their growth trajectories differed. Seven of the eight tracked companies recorded annual gains for both September and January–September 2026. BizLink, AIC and Chenbro had already exceeded their full-year 2025 revenue, while Argosy remained below last year's levels.
Impact and signal
Medium impactImpact score: 55/100
Affected components and suppliers
connectorsserver chassis
BizLinkAICChenbroArgosy
September revenueannual growthTaiwan suppliersAI server tracker
Source and time
Source: DigiTimes Asia · 10/15/2026 · View original source
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