AI server VRM shifts drive power shortages and stretch lead times past 6 months

The AI boom is accelerating upgrades in thermal management and power management, and it is also triggering a revolution in voltage regulator module (VRM) architecture, with workloads pushing the industry from doubler-based designs to direct native multi-phase control. Industry insiders say the growing shortage of power components has three main causes: inventory corrections over the past three years that have left stockpiles too low, AI-related applications are surging rapidly, and a shift away from Chinese supply chains is gaining momentum amid geopolitical shifts.

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FSC sees higher-margin orders as low-carbon demand boosts equipment sales

Fu Chun Shin Machinery (FSC Group) reported stronger revenue and profitability in 2025, driven by growing demand for low-carbon and smart manufacturing solutions. At its June 22 shareholders meeting, the injection molding equipment maker reported consolidated revenue of NT$5.083 billion, up 12.22% year over year, while net income attributable to the parent rose 27.56% to NT$100 million, resulting in earnings per share of NT$0.61.

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