Demand for cloud servers may be rebounding in the fourth quarter of 2020, but the coronavirus pandemic remains a black swan threatening to disrupt components supply and assembly operations at server ODMs. But the long-term outlook for the server sector remains promising, with Microsoft having just announced a plan to build an Azure datacenter in Taiwan, which reportedly will install 15,000 servers.
Fresh spike of COVID-19 may disrupt server supply chain
Posted on Tuesday, Nov 03 2020 @ 11:11 CET by Thomas De Maesschalck
DigiTimes reports the new wave of COVID-19 cases in many parts of Europe and the US pose a risk for the server supply chain. Demand for cloud servers is picking up this quarter, with large players placing big orders, but the current coronavirus situation may affect the supply chain: