# Taiwan Suppliers Forecast to Ship 88.9% of Servers in Q4

By John Kim

Canonical URL: https://www.tokenpost.com/news/business/54652
Published: 2026-11-11T23:51:38.000Z
Updated: 2026-11-11T23:51:38.000Z
Section: Business

> Quanta’s share could reach 25% as Meta’s new systems enter volume production. Global shipments are forecast to rise 5.5% to 4.89 million units.

Taiwanese manufacturers are projected to supply 88.9% of the world’s servers in the fourth quarter, with Quanta’s share potentially reaching 25% as Meta’s new systems enter volume production.

Worldwide server shipments are forecast at 4.89 million units in the fourth quarter, up 5.5% from the third quarter. The market contracted 0.8% in the third quarter as tight supplies of CPUs, memory and integrated circuit substrates limited production and shipments.

Large U.S. cloud providers’ combined server purchases fell 1.3% in the third quarter. Branded server makers faced a deeper decline as restricted component supplies coincided with rising server prices. The fourth-quarter outlook calls for cloud providers’ combined purchases to rise 13%, with new systems using Arm-based CPUs entering volume production.

Meta is forecast to regain the top buyer position, with its share of global shipments rising to 19% from 13.4% in the third quarter. Amazon is expected to rank second and Google third. Meta’s increase is tied to new systems using NVIDIA Grace CPUs entering volume production. Google is also beginning volume production of TPU servers that use its own Arm-based CPUs.

Taiwanese manufacturers’ shipments are expected to grow 5.4% quarter over quarter, even as their share of the global total edges lower to 88.9%. Quanta’s projected 25% share would widen its lead over other Taiwanese manufacturers, with Meta’s new systems supporting its growth.

Dell, Supermicro and HPE are forecast to see their combined shipments fall 6.5% from the third quarter. Product transitions in AI servers and shortages affecting general-purpose servers are expected to weigh on the three companies’ shipments.

Component constraints remain part of the outlook. GB300 NVL72 is entering a product transition in the fourth quarter, Vera Rubin may face supply problems, and shortages of x86 CPUs, memory and integrated circuit substrates have not been resolved.

For 2026, global server shipments are forecast at 18.95 million units, up 14.2% from 2025 and a record for the market.