Research: Overall Server Shipments to Grow 13% Annually, General-Purpose Server Lead Times Extended
NQ Score
100/100
AI Summary (NQ-processed)
TrendForce predicts that in 2026, demand for both general-purpose and AI servers will increase. However, suppliers are prioritizing production capacity for higher-profit AI servers, significantly extending lead times for general-purpose server components. This will limit overall server shipment growth to around 13% annually, failing to fully reflect potential market purchasing power. Lead times for power ICs and BMC ICs are particularly extended, and Samsung's plan to close its 8-inch wafer fab in Korea will further squeeze PMIC supply for general-purpose servers.
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Frequently Asked Questions
- Q: What are the main trends in the server market for 2026?
- A: In 2026, demand for both AI and general-purpose servers is expected to rise. However, due to production capacity prioritization for AI servers, lead times for general-purpose server components will extend, limiting overall shipment growth to about 13%.
- Q: What are the primary reasons for extended lead times for general-purpose server components?
- A: Suppliers are prioritizing higher-profit AI servers, and there's a tight supply of key components like PCBs, CPUs, power ICs, and BMC ICs. Samsung's plan to close its 8-inch wafer fab also contributes to the issue.