In the second quarter of 2026, world server shipments have been under prior expectations, rising 3.8% quarter-over-quarter. The principal purpose was tight provide of key parts reminiscent of reminiscence, CPU, and IC substrate, which curbed general system cargo momentum.
Abstract
In the second quarter of 2026, world server shipments have been under prior expectations, rising 3.8% quarter-over-quarter. The principal purpose was tight provide of key parts reminiscent of reminiscence, CPU, and IC substrate, which curbed general system cargo momentum. Even so, procurement by giant US cloud service suppliers nonetheless grew 11.6% quarter-over-quarter, and the event of agentic AI purposes has shifted cloud service suppliers’ compute deployments away from accelerator-led AI servers towards extra CPU-centric servers for compute and storage. Shipments by branded distributors additionally declined 5.6%. In addition to tighter provide constraints affecting bigger cloud service suppliers, common enterprises have been much less keen to simply accept will increase in server costs, inflicting shipments to fall wanting expectations.
Looking into the third quarter of 2026, world server shipments are anticipated to surpass 5 million models for the primary time, up 2.8% quarter-over-quarter. While progress will proceed, provide shortages will weigh on the tempo, and the expansion charge will gradual from the prior quarter. In specific, procurement by giant US cloud service suppliers will rise only one.7% quarter-over-quarter, a transparent deceleration. Branded distributors ought to rebound, with mixed shipments from Dell, Supermicro, and Hewlett Packard Enterprise (HPE) anticipated to develop 5.8% quarter-over-quarter.
This report covers the efficiency of main server manufacturers and producers within the second quarter of 2026, in addition to the outlook for the third quarter of 2026.
Table of contents
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Introduction
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3Q26 server supply-demand elements
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Chart 1: Factors affecting server cargo demand, 3Q26
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Chart 2: Factors affecting server provide, 3Q26
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Server cargo forecast and model/vendor buyer efficiency, 3Q26
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Chart 3: Global server shipments and forecast, 3Q26 (okay models)
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Chart 4: Taiwanese OEM server shipments, 3Q26 (okay models)
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Chart 5: Major model vendor cargo share, 3Q26
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Taiwanese producers server ODM shipments, 3Q26
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Chart 6: Quarterly modifications and forecast in Taiwanese OEM, 3Q26
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Chart 7: Major server buyer outsourced order allocation, 2Q26
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Chart 8: Estimated allocation of outsourced orders, 3Q26
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Chart 9: Shipment share to key clients,…
