Taiwan AI-server makers hit records

Taiwan’s contract manufacturers just posted the kind of quarter that says the artificial intelligence buildout is still very physical. Foxconn reported first-quarter 2026 revenue of NT$2.13 trillion, up 29.7% from a year earlier, on strong artificial intelligence product demand. (reuters.com) An artificial intelligence server is the metal box full of chips, memory, power gear, and cooling parts that runs inside a data center. If software is the app on your phone, the server is the power plant behind it. (nvidia.com) The buyers are the giant cloud companies that rent computing by the hour. TVBS said shipments went to hyperscalers including Amazon, Google, Meta, Microsoft, and Oracle, which are the companies building the biggest artificial intelligence campuses on earth. (tvbs.com.tw) The chip at the center of this wave is Nvidia’s GB300, part of the Blackwell family. Nvidia describes GB300 NVL72 as a rack-scale system built for training and running large artificial intelligence models, which means customers are buying whole cabinets, not just loose chips. (nvidia.com) That distinction changes the math for Taiwan. A rack-scale system pulls in work for board makers, server assemblers, cooling suppliers, power specialists, and testing lines, and TrendForce said Blackwell’s share of high-end graphics processing unit shipments is expected to rise to 71% in 2026. (trendforce.com) Foxconn is the clearest example of the shift. In its 2025 results released on March 16, 2026, the company said cloud and networking had already become its biggest business segment, overtaking smart consumer electronics in the fourth quarter of 2025. (foxconn.com) The rest of the island is showing the same pattern. Inventec reported March 2026 revenue of NT$87.563 billion, up 71.9% from February and 41.7% from a year earlier, with first-quarter revenue reaching a record NT$200.31 billion on artificial intelligence server shipments. (digitimes.com) Wistron had already told investors on March 14, 2026 that it expected high double-digit revenue growth this year because cloud customers were still expanding data centers for artificial intelligence servers. Wiwynn said on February 27, 2026 that artificial intelligence servers should make up more than half of its 2026 revenue. (taipeitimes.com 1) (taipeitimes.com 2) Taiwan was set up for this long before the current boom. Industry reporting last year said the island accounted for more than 90% of global artificial intelligence server builds and about 80% of all server shipments, because companies there spent decades learning how to assemble notebooks, motherboards, and data-center hardware at huge scale. (artificialintelligence-news.com) That is why these revenue numbers matter even while investors argue about whether chatbots and copilots will make enough money. The software debate is still open, but the hardware bill is already being paid, and Taiwan’s manufacturers are the ones cashing it. (tvbs.com.tw)