World server market forecast at 4.89 million units in Q4... Quanta's share expected at 25%

Global server shipments are projected to reach 4.89 million units in Q4 2026, up 5.5% quarter-over-quarter, according to a DIGITIMES research report. Taiwanese manufacturers are expected to account for 88.9% of worldwide shipments, with their own volumes rising 5.4% QoQ even as their global share edges slightly lower; the figures cover all servers, not just AI-specific units. The forecast follows a 0.8% QoQ decline in Q3 2026 shipments, which came in below market expectations for growth. That shortfall stemmed from supply constraints on IC substrates used to mount CPUs, memory and semiconductor chips, limiting finished-system output. The data matters because substrate and component availability is now the binding constraint on server supply rather than demand, so watch substrate capacity additions and whether Taiwanese ODMs can convert the projected Q4 rebound into actual shipments.