With newly added production capacity in place, growth in AI product shipments, and continued average selling price (ASP) increases, Lite-On achieved strong profits in the third quarter of 2025, and operations in 2026 are expected to reach double-digit growth. Director Anson Chiu stated that AI-related products accounted for more than 20% of revenue in the third quarter, exceeding the company’s prior annual plans. In 2026, the AI-related revenue share is expected to double to 40%, with nearly double the capacity added in Vietnam, Kaohsiung, and the US.

Nvidia CEO Jensen Huang has dismissed AI bubble concerns at GTC DC, claiming that market demand is real and tangible. He stated that customers are willing to pay for powerful AI models and that the market remains healthy.

Terence Gan, Executive Director of Singapore’s Institute of Microelectronics (IME), delivered a confident address at the 2025 Advanced Packaging Developers Conference (APDC), unveiling Singapore’s ambition to become a global center for advanced semiconductor packaging research and commercialization as artificial intelligence reshapes the industry.