Capacity and Shipments of AI Server Products Across the Entire Industry Chain Are Expected to Achieve Leapfrog Growth

Published: Mar 26, 2026 14:21

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The plan proposes that by 2028, the capacity and shipments of products across the entire AI server industry chain will achieve leapfrog growth, and the global market share of products in key areas such as core chips, memory, printed circuit boards (PCBs), power supply and energy storage, optical modules, and passive components will increase significantly; breakthroughs will be achieved in core chips and key products, a group of “specialized, sophisticated, distinctive, and innovative” enterprises and “single-product champion” enterprises with strong technological capabilities and significant market advantages will be cultivated in a tiered manner, and an industrial echelon featuring the coordinated development of large, medium-sized, and small enterprises will take shape.

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