AI server tracker: Rail-kit growth turns uneven as cooling suppliers sustain expansion
Taiwan's rail-kit and thermal suppliers posted broad year-over-year revenue growth in September 2026, but sequential performance revealed uneven shipment schedules. All eight tracked companies grew both monthly and January–September revenue from a year earlier, while four recorded declines…
Sources
- T2AI server tracker: Rail-kit growth turns uneven as cooling suppliers sustain expansionDigiTimes (headlines)