Foxconn Leads AI Server Shipments as Foreign Brokerage Sees Earnings Surging Across Supply Chain in 2026

Demand for AI servers is being driven by expanding investment in generative AI, making Taiwanese contract manufacturers major beneficiaries because of their rack integration and supply-chain capabilities. A U.S. brokerage report said Foxconn leads Quanta and Wistron in the global AI rack market. The report did not disclose an investment amount, but shifts in market share will shape the companies' future revenue and earnings momentum.

As of April 2026, Foxconn remained the global leader with an AI rack market share of more than 44%, followed by Quanta and Wistron. The U.S. brokerage said transitions between technology generations could cause short-term output fluctuations. However, strong demand for GB300 orders and the gradual maturation of liquid-cooling technology are expected to make 2026 a pivotal year for earnings to fully flow through across the AI supply chain.