Taiwanese Electronic Components Industry Production Value to Increase 9.6% in 2025 Underpinned by AI Demand <Wise Machinery Industry Journal April 2026 First Week Issue>

Wise Consulting Group (Headquarters: Taipei, Republic of China, Representative Director: Yasushi Yoshimoto) has published the April 2026 first-week issue of the Taiwanese machinery industry specialized magazine 'Wise Machinery Industry Journal'.

This issue features 'Review of Taiwan's Electronic Components Industry in 2025 and Outlook for 2026'. It unravels the structure that achieved robust growth with a 9.6% year-on-year increase in total production value in 2025, strongly underpinned by AI-related demand, despite headwinds from tariff policies and geopolitical risks.

The journal also multi-dimensionally covers the latest trends in Taiwan's manufacturing industry, which is forging new positions in advanced technology fields. These include the rise of Taiwanese manufacturers due to the shortage of solar cells for low-earth orbit communication satellites, the trajectory of strategic transformation at Yingbang Enterprise (AIC) which was selected as a partner for Nvidia's next-generation AI server technology, and the current status of Taiwan's mold industry accelerating its shift to high-end segments.

**[Topic 1]** **Taiwanese Electronic Components Industry Production Value to Increase 9.6% in 2025 Underpinned by AI Demand** In 2025, Taiwan's electronic components industry was strongly driven by the expansion of AI-related demand, with its annual total production value reaching NT$1.49153 trillion, a 9.6% increase from the previous year. Particularly, passive components and printed circuit boards (PCBs) maintained a solid expansion trend, driven by extremely strong demand for high-spec products for AI servers.

**[Topic 2]** **Taiwanese Companies See Special Demand Due to Shortage of GaAs Solar Cells for Low-Earth Orbit Communication Satellites** Amid a global surge in the launch of low-earth orbit (LEO) communication satellites, there is a shortage of lightweight and high-efficiency gallium arsenide (GaAs) solar cells. With lead times from European and American manufacturers extending to 2-3 years, orders are pouring into Taiwanese suppliers such as VPEC (Quanxin Optoelectronics) and Enostar (Fucai), which boast competitive pricing and flexibility.

**[Topic 3]** **Yingbang Enterprise (AIC) Selected as Partner for Nvidia's New Storage Technology** Yingbang Enterprise (AIC), which has shifted its business from server enclosure manufacturing, was selected as a partner company for Nvidia's next-generation AI server 'VR200 NVL72' announced in January 2026.