AI Servers

Taiwan’s manufacturing sector is undergoing a significant shift, with AI server revenue now surpassing iPhone revenue for major players. This transition, occurring in just three years, sees companies like Foxconn strategically diversifying beyond consumer electronics. Taiwan dominates AI server manufacturing, accounting for over 90% of global builds. Production value surged in 2024, with companies like Wistron and Quanta experiencing substantial revenue growth. While this transformation benefits Taiwan’s tech industry, challenges remain, including potential market share erosion and the need for more distributed global operations.