AI infrastructure demand drives record earnings for semiconductor and component firms

The rapid expansion of AI data center infrastructure is driving significant revenue growth across the semiconductor and electronic component supply chains.

LITEON Technology reported record third-quarter earnings for 2026, with revenue reaching 57.4 billion TWD, a 28% increase year-on-year. AI-related revenue now accounts for over 30% of the company's total, fueled by demand for high-power power supplies and liquid cooling technologies. The company expects to deliver prototype 800VDC power cabinets in the fourth quarter.

In Japan, Taiyo Yuden has upwardly revised its full-year earnings forecast for the fiscal year ending March 2027. The company expects operating profit to rise 170% year-on-year to 54 billion yen, driven by strong demand for capacitors and inductors used in AI servers. To meet this demand, the company is accelerating its medium-term capital investment plan to double production capacity for AI server capacitors.

Vanguard International Semiconductor (VIS) also achieved record quarterly revenue of 15.7 billion TWD in the third quarter of 2026, up 27.16% year-on-year. Growth is supported by increasing demand for power management chips in AI servers. Additionally, VIS is advancing its global capacity through a joint venture with NXP, with a 12-inch wafer fab in Singapore expected to begin mass production in the first quarter of 2027.