Prosperity Dielectrics sees AI server power customers chasing MLCC supply

Prosperity Dielectrics’ surge in demand for high-end MLCCs, driven by higher-wattage AI server power systems, is extending lead times and prompting major capacity and material investments, with implications for global AI infrastructure supply chains as customers secure orders into 2026 and manufacturers race to rapidly boost high-performance ceramic powder production.

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Pan Jit AI revenue hits 11% as orders stretch 6 months

Pan Jit’s growing confidence in AI and automotive demand is set to shape the global supply of power semiconductors, as data-center power management needs intensify and automotive orders shift away from Nexperia, signaling tighter capacity, potential price adjustments, and new cooling technologies that could carry strategic implications for manufacturers and buyers worldwide in the years ahead.

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Hehui Electronics targets breakeven in 2026 as robotics, in-vehicle systems, and smart manufacturing expand

Hehui Electronics said it expected operations to improve in 2026 as new business in robotics, smart in-vehicle systems, and smart manufacturing gained traction following product demonstrations at Nvidia GTC 2026. The company announced plans to leverage an integrated edge vision-language model and smart mobility capabilities to drive growth and target a return to breakeven in its core business this year, a spokesperson stated.

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Swancor and RobiChip partner to bring advanced packaging into robots and drones

Swancor Holding and RobiChip Technology announced a strategic partnership to accelerate the adoption of advanced packaging materials and heterogeneous chip system integration in robots, robot dogs, and AI-powered platforms, the firms said at the forum on robotics and circular materials hosted by the Taiwan Composite Low-Carbon Circular Alliance. The collaboration will focus on co-developing materials and high-power-density power systems to enable the deployment of next-generation robotic and drone applications.

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Asus leverages manufacturing expertise and memory supply edge to grow its South Korean server business

Asus is accelerating its push into the server market in South Korea, leveraging its manufacturing prowess, long-term ties with major memory makers, and flexible design and supply strategies to take advantage of mass procurements in South Korea’s government-led sovereign AI infrastructure initiative and GPU server roll-outs at Hyundai Motor, telecom operators, and financial institutions in the country.

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