September 23, 2025 09:00 PM GMT Hardware Technology | Asia Pacific Datacenter Market Insights, Part 2 – ODM Direct 2Q ODM shipments grew 3% q/q and value grew 10% q/q as AI server mix continued to grow. GB200 continues to see yield improvement and will ramp more meaningfully in 3Q, and we now expect CY25 GB200/300 to reach ~27.6k racks, with 60k+ in CY26. Within ODMs, we prefer Hon Hai/FII, Wistron, and Quanta. Global ODM direct server shipments were 1.91mn in 2Q25 (+3% q/q, +46% y/y): This accounted for 45 ...