Report: AWS raises 2026 capex to $220B, ramps AI server rack orders via TSMC, Alchip, Wiwynn, Foxconn
firstadopter · x · 2026-09-07
Supply chain sources cited by Taiwan's Economic Daily say AWS has stepped up AI server rack procurement after raising its 2026 capex from $200B to $220B.
- Increased 3nm custom ASIC training/inference chip orders to TSMC via AWS chip design partner Alchip
- AI server partner Wiwynn is boosting rack and switch tray production; analysts see 2026 revenue up 40% YoY to a record
- Foxconn won CPU tray orders and targets over 40% ASIC server market share
CEO Andy Jassy says AI compute shortage will run through 2027 with strong 2028 demand already visible; AWS's AI business and in-house chips have grown to $25B, sustaining triple-digit growth. Alchip says 3nm AI accelerator demand is better than expected, with momentum lasting at least 3-4 years.
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