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AI server tracker: ODM/EMS giants scale up, but optical suppliers show who captures the next wave
What happened
Taiwan's AI infrastructure expansion is producing different growth patterns across厂商 categories. All six tracked original design manufacturers and electronics manufacturing services providers (ODM/EMS) surpassed their full-year 2025 revenue during January–October 2026. Among optical suppliers, LandMark's revenue nearly doubled last year's total, while FOCI's cumulative revenue, helped by strong October growth, came in only marginally above the previous year's corresponding period. The source does not state the cause.
Impact and signal
Medium impactImpact score: 30/100
Affected components and suppliers
AI serveroptical components
LandMarkFOCI
AI serverODM/EMSoptical suppliersrevenue tracker
Source and time
Source: DigiTimes Asia · 11/11/2026 · View original source
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