Exclusive: AI Server Growth Rebounds After Months of Weakness, CASCI Data Shows
[CASCI] Passive parts & server assembly hot as shortages of non-memory components start to bite
CASCI Composite July 2026 Highlights:
145.3 points, highest on record
+4.4 pts, largest gain in six months
Non-memory component shortages are keeping suppliers from hitting revenue potential
The Culpium AI Supply Chain Index
(CASCI)
CASCI is a proprietary index developed by Culpium based on real data. Not sentiment. Not surveys. Real, on-the-ground data.
CASCI is now one of the industry’s most-watched metrics and is used by hedge funds, supply-chain planners, and purchasing managers to track the sector in near-real time.
CASCI is a propietary and widely-followed index of AI supply-chain activity. It’s based on real, on-the-ground data. It is currently free, but for subscribers only.
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CASCI is a weighted index tracking monthly revenue of Taiwanese companies in the AI compute supply chain. Taiwanese companies make up the majority of upstream, mid-stream, and downstream of AI server manufacturing.
I’m so sad for what you’re missing :(
Notes for Editors & Analysts:
CASCI is published monthly by Culpium as a service to readers.
Media and analysts are welcome to cite CASCI or the Culpium AI Supply Chain index, with attribution and link. For example, “AI server manufacturing remains strong, according to the latest CASCI report from Culpium.”
Data graphics may be reproduced with credit.
Entire contents of Culpium or CASCI reports may not be reproduced unless a publishing fee is paid.