ASPEED Technology, a leading server management chip manufacturer, surged to its daily limit of NT$12,615 in early trading, an increase of NT$1,145, surpassing its previous high of NT$12,450 on March 18, setting a new historical record for individual stock price and increase amount in the Taiwan stock market.

ASPEED's server chip sales growth drove record-high monthly and quarterly revenues in March and Q1. Legal entities point out that ASPEED continues to benefit from strong demand for AI servers and traditional servers driven by AI infrastructure development.

MPI Corporation, a test interface manufacturer, hit its daily limit of NT$4,310, setting a new historical high for the company. MPI previously stated that it continues to benefit from robust demand for AI chips and the semiconductor industry, with product delivery lead times of 6 months and order visibility extending to 2 years. It expects quarterly revenue growth this year, with full-year revenue potentially reaching a new high.

TUC, a copper clad laminate (CCL) manufacturer, surged to its daily limit of NT$3,170, continuing to benefit from strong demand for AI key materials. TUC previously stated that driven by AI and cloud computing, it possesses five major advantages: technical capability, production scale, raw material control, global sales channels, and capital. It will continue to expand its operational scale and achieve new historical highs.

Other companies that hit their daily limits during trading included thermal management giant Cooler Master, low-earth orbit satellite component supplier Advanced Wireless Semiconductor Co., testing equipment manufacturer Chroma ATE Inc., major power supply manufacturer Delta Electronics, semiconductor intelligent system integration firm Zhu Sheng Technology, silicon photonics concept stock Broadweb, and memory module manufacturer Innodisk. Semiconductor advanced packaging equipment manufacturer Hong Teng Technology also briefly locked at its daily limit of NT$2,010.

Auras Technology previously indicated optimism for the liquid cooling market this year, projecting over 50% year-on-year revenue growth. It anticipates continued increase in liquid cooling penetration, with Auras Technology adding in-row CDU (cooling distribution units) to mass production, in addition to cold plates and manifolds. (Edited by Chang Chun-mao) 1150408

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  • Source: CNA (Central News Agency)
  • Category: financial