According to MoneyDJ, on November 13, major Taiwan-based AI server manufacturers including Foxconn, Quanta, Inventec, and Asus reported that key customers have not reduced orders despite market concerns about tightening AI data center policies and cloud service providers' capital expenditure pressures. Foxconn Chairman Liu Yang-wei stated that first-tier customers remain strong in pulling inventory and AI demand continues to increase with no signs of slowdown. Quanta and Inventec similarly reported no observed customer order adjustments, while Asus indicated that approved data center projects for Q4 2026 and 2027 have not been materially affected. All four manufacturers maintained positive outlooks for 2027, projecting high double-digit year-on-year server business growth.
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