Server supply chain undergoes shift due to geopolitical risks
Geopolitical tensions among the US, China, and Taiwan are forcing a notable change to server manufacturing, according to Asian market research firm TrendForce, which predicts that core parts of the server supply chain will eventually shift to southeast Asia and the Americas.
According to TrendForce’s research, Taiwan-based original design manufacturers (ODM) currently account for about 90% of global server motherboard production. A notable exception is Supermicro, which has a 1.5 million square-foot factory in Fremont, California. It also has an 800,000 square-foot facility in Taiwan.
Ever since the start of the trade dispute between the US and China beginning in 2018, server ODMs began looking at moving their production lines from mainland China to Taiwan. Then, due to the explosion in construction of data centers across the Asia-Pacific region, motherboard makers began looking at southeast Asian countries such as Malaysia and Thailand for capacity expansion.
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