Posted 3/28/2024, 3:08:59 PM
Taiwan Dominates AI Server Supply, But U.S. Reliance Raises Economic and Geopolitical Risks
- Taiwan currently dominates the AI server market, producing 90% of the world's supply
- U.S. reliance on Taiwanese manufacturing for AI servers is 100%, raising geopolitical concerns
- Demand and prices for AI servers and components are very high and sharply increasing
- Taiwan also leads in manufacturing servers (83% global share), laptops (78%), and PCs (55%)
- The Taiwanese government and industry leaders met to discuss areas of growth like 6G, sustainability, talent attraction