서버 시장(2026년 2분기) : 공급 제약으로 출하 성장세 둔화, 2026년 3분기 세계 서버 출하대수는 2.8% 증가

In the second quarter of 2026, global server shipments were below prior expectations, growing 3.8% quarter-over-quarter. The main reason was tight supply of key components such as memory, CPU, and IC substrate, which curbed overall system shipment momentum.

Abstract

In the second quarter of 2026, global server shipments were below prior expectations, growing 3.8% quarter-over-quarter. The main reason was tight supply of key components such as memory, CPU, and IC substrate, which curbed overall system shipment momentum. Even so, procurement by large US cloud service providers still grew 11.6% quarter-over-quarter, and the development of agentic AI applications has shifted cloud service providers' compute deployments away from accelerator-led AI servers toward more CPU-centric servers for compute and storage. Shipments by branded vendors also declined 5.6%. In addition to tighter supply constraints affecting larger cloud service providers, general enterprises were less willing to accept increases in server prices, causing shipments to fall short of expectations.

Looking into the third quarter of 2026, global server shipments are expected to surpass 5 million units for the first time, up 2.8% quarter-over-quarter. While growth will continue, supply shortages will weigh on the pace, and the growth rate will slow from the prior quarter. In particular, procurement by large US cloud service providers will rise only 1.7% quarter-over-quarter, a clear deceleration. Branded vendors should rebound, with combined shipments from Dell, Supermicro, and Hewlett Packard Enterprise (HPE) expected to grow 5.8% quarter-over-quarter.

This report covers the performance of major server brands and manufacturers in the second quarter of 2026, as well as the outlook for the third quarter of 2026.

Table of Contents

Introduction

3Q26 server supply-demand factors

• Chart 1: Factors affecting server shipment demand, 3Q26
• Factors
• Analysis
• Shipment impact
• Chart 2: Factors affecting server supply, 3Q26
• Factors
• Analysis
• Shipment impact

Server shipment forecast and brand/vendor customer performance, 3Q26

• Chart 3: Global server shipments and forecast, 3Q26 (k units)
• Chart 4: Taiwanese OEM server shipments, 3Q26 (k units)
• Chart 5: Major brand vendor shipment share, 3Q26

Taiwanese manufacturers server ODM shipments, 3Q26

• Chart 6: Quarterly changes and forecast in Taiwanese OEM, 3Q26
• Chart 7: Major server customer outsourced order allocation, 2Q26
• Inventec
• Wiwynn
• Wistron
• Foxconn
• Quanta
• MiTAC
• Other
• Total
• Chart 8: Estimated allocation of outsourced orders, 3Q26
• Inventec
• Wiwynn
• Wistron
• Foxconn
• Quanta
• MiTAC
• Other
• Total
• Chart 9: Shipment share to key customers, 2Q26
• Inventec
• Wiwynn
• Wistron
• Foxconn
• Quanta
• MiTAC
• Chart 10: Estimated shipment share to key customers, 3Q26
• Inventec
• Wiwynn
• Wistron
• Foxconn
• Quanta
• MiTAC

Conclusion

• Chart 11: 3Q26 shipments will be highest in 2026
• Points
• Description

Appendix: additional charts

• Chart 12: Global server shipments by top 10 players (k units)
• Chart 13: Taiwan server shipments by top maker (k units)
• Chart 14: Foxconn server shipments (k units)
• Chart 15: Foxconn shipments by client (k units)
• Chart 16: Inventec server shipments (k units)
• Chart 17: Inventec shipments by client (k units)
• Chart 18: Quanta server shipments (k units)
• Chart 19: Quanta shipments by client (k units)
• Chart 20: Wistron server shipments (k units)
• Chart 21: Wistron shipments by client (k units)
• Chart 22: Mitac server shipments (k units)
• Chart 23: Mitac shipments by client (k units)
• Chart 24: Wiwynn server shipments (k units)
• Chart 25: Wiwynn shipments by client (k units)
• Chart 26: Client-maker partnership matrix, 4Q26 (k units)
• Chart 27: Taiwan and global server shipments, 2023-2026 (k units)
• Chart 28: Global server shipments by top-10 player, 2025-2026 (k units)
• Chart 29: Taiwan server shipments by top maker, 2025-2026 (k units)