## Impact of AI Servers on Taiwan's Supply Chain According to new analysis, the increasing demand for AI servers is expected to bring widespread benefits to Taiwan's supply chain in 2025. In particular, growth is expected for ODM/EMS (Original Design Manufacturer/Electronics Manufacturing Services) manufacturers, companies specializing in high-efficiency cooling solutions, and suppliers of optical components. ## Benefits for Different Sectors The increased demand for AI servers, needed to handle increasingly complex artificial intelligence workloads, will translate into greater business opportunities for Taiwanese companies active in these specific segments. ODM/EMS manufacturers, who are responsible for the design and production of servers, will see their orders increase. Companies specializing in cooling, crucial for maintaining the performance of AI servers, will benefit from the need for increasingly sophisticated systems. Finally, suppliers of optical components, essential for high-speed data transmission, will experience an increase in demand. ## General context The growth of the AI server market is a global trend, fueled by the increasing adoption of artificial intelligence applications in various sectors, including cloud computing, automotive, and finance. This trend is driving companies to invest in increasingly powerful and specialized hardware infrastructure, creating new opportunities for suppliers of related technologies and services.