The boom in cloud-based artificial intelligence (AI) is reverberating far beyond the most advanced chipmaking nodes.

Display driver IC supplier Raydium reported its 2025 financial results, posting full-year revenue of NT$22.4 billion (approx. US$715 million), down 8.1% year-over-year. Gross margin was 28.5%, down 1.5pp, while operating net profit reached NT$1.52 billion, down 28.4% from a year earlier.

Given the steady demand for AI and high-performance computing (HPC) chips, Unimicron stated that orders for IC substrates and PCBs have picked up. This has not only steadily increased capacity utilization rates, but the company has also negotiated with customers for ABF and BT substrates to gradually reflect rising raw material costs. These factors drove a marked improvement in operations in the fourth quarter of 2025, with single-quarter profits surpassing the combined total of the previous three quarters.