Chenbro Micom posted its second-highest monthly revenue in November as strong AI server demand and a recovering enterprise market boosted shipments. The server chassis maker reported consolidated revenue of NT$2.04 billion (approx. US$70 million) for the month, up 2.2% from October and 68.4% from a year earlier. Revenue for the first 11 months reached NT$19.29 billion (approx. US$620 million), an increase of 49.5% from the same period last year and close to the NT$20 billion mark.
Yageo reported year-over-year and month-over-month revenue growth for November 2025, driven by the acquisition benefits from Japan-based Shibaura Electronics and robust demand for high-end components and AI-related applications.
Taiwan and the US plan to procure nearly half a million military drones over the next two years, a rapid buildup that is driving manufacturers to expand production, localize components, and secure testing facilities. The surge in demand is emerging as a key test of whether the drone supply chain can scale fast enough to support large defense programs.
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