KARRIE INT'L (01050) rose over 6% in late trading. As of the time of writing, the stock was up 6.2% to HKD 2.91, with a turnover of HKD 28.44 million. According to the latest forecast from Sigmaintell, global AI server shipments are projected to reach approximately 3.7 million units in 2026, representing a year-on-year increase of 51.3%. AI server shipments are expected to maintain double-digit growth rates from 2027 to 2028, with global shipments approaching 5 million units by 2028. China Securities (CSC) previously released a research report stating that KARRIE INT'L is a leading global manufacturer of server chassis. The AI trend is driving both volume and price increases in the server chassis market. The company is actively expanding its layout, continuously broadening its product categories and customer base. Its AI server chassis products have made significant progress with traditional OEMs, NVIDIA, and CSP clients. Furthermore, the company is deepening its global footprint, with its Thailand factory actively expanding production capacity to meet future demand. The growth outlook for its AI server business remains optimistic.
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