What MSI makes for data centers
public · HQ Taiwan
MSI is a publicly listed company and based in Taiwan. It appears on 2 parts of the AI data center — Motherboards, CPU trays, switch trays and Physical security & access — in the role of manufacturer. Those parts sit in Layer 4 — Servers, racks & integration and Layer 9 — Building shell, site & construction. Its shares trade on Taiwan Stock Exchange as 2377.TW.
Units and subsidiaries: Motorola/Avigilon
Parts, by layer
Layer 4 — Servers, racks & integration
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Motherboards, CPU trays, switch trays | manufacturer | inferred | ASRock Rack, ASUS, Gigabyte, MiTAC (Tyan) |
Layer 9 — Building shell, site & construction
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Physical security & access (via Motorola/Avigilon) | manufacturer | disclosed | ASSA ABLOY, Allegion, Dormakaba, Honeywell, Johnson Controls, Suprema |
Where MSI sits in the stack
MSI's placements in this catalog cover 2 parts, from layer 4 (servers, racks & integration) to layer 9 (building shell, site & construction). None of them currently carries a sourced supply constraint tag. Across these parts it overlaps with other companies most often on the lines below.
What these parts are
- Motherboards, CPU trays, switch trays — The non-GPU trays in a rack — CPU-only compute trays, host motherboards and the switch trays carrying scale-up switch silicon — built by the same board makers as the GPU trays.
- Physical security & access — Physical access control, video surveillance, perimeter detection, and guarding systems that secure the facility and its data halls.
Closest peers in this catalog
Monthly revenue (TWSE/TPEx filing)
| Month | Revenue (TWD m) | MoM | YoY |
|---|---|---|---|
| 2026-09 | 19,910 | 12.5% | 1.8% |
| 2026-08 | 17,694 | -8.5% | -6.1% |
| 2026-07 | 19,342 | 8.9% | -0.0% |
| 2026-06 | 17,756 | 12.4% | -9.2% |
| 2026-05 | 15,798 | -3.4% | -23.7% |
| 2026-04 | 16,358 | -8.3% | -22.3% |
| 2026-03 | 17,844 | 10.6% | -11.9% |
| 2026-02 | 16,141 | -27.5% | -2.9% |
| 2026-01 | 22,272 | 32.1% | 33.7% |
| 2025-12 | 16,865 | -16.2% | 33.9% |
| 2025-11 | 20,118 | -2.5% | 6.9% |
| 2025-10 | 20,624 | 5.5% | 2.8% |
Questions about MSI
- What does MSI make for AI data centers?
- This catalog places MSI on 2 parts: Motherboards, CPU trays, switch trays (manufacturer) and Physical security & access (manufacturer).
- Is MSI publicly traded?
- Yes — MSI is listed on Taiwan Stock Exchange under 2377.TW. Prices shown on this page are a nightly snapshot, not real-time, and nothing here is investment advice.
- Where is MSI based?
- Taiwan, per the company record in this catalog.
- Who else makes motherboards, CPU trays, switch trays for AI data centers?
- ASRock Rack, ASUS, Gigabyte and MiTAC (Tyan) are also placed on Motherboards, CPU trays, switch trays in this catalog.
- How well sourced are these placements?
- Every part→company placement carries a confidence tag. For MSI the mix is 1 disclosed and 1 inferred. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a lead from the taxonomy with no citation yet. Treat reported and inferred as leads, not facts.
Answers are generated from this catalog's own rows — see sources & method.