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Analysis: Foxconn-Teco deal boosts Taiwan’s push into L12 AI server integration and modular data centers

The strategic share swap between Foxconn and Teco Electric & Machinery Co., Ltd. marks a significant escalation in Taiwan’s AI data center server industry. Traditionally focused on motherboard and rack assembly stages, Taiwanese firms are now aggressively expanding into L12 system integration, targeting rapid deployment solutions for AI data centers.