What is expected of Nanya PCB's operational performance in 2026 compared to 2025?

Nanya PCB's operational performance in 2026 is expected to further improve compared to 2025 due to growth in cloud and edge computing applications.

Which specific high-end computing-related substrates is Nanya PCB developing to expand applications for AI servers and high-end switches?

Nanya PCB is deepening the development of substrates for graphics processing units (GPUs), 1.6T switches, customized application-specific integrated circuits (TPUs), and embedded capacitor chips.

What external challenges did Chou Ming-jen point out regarding the competitive environment for Taiwanese manufacturers?

Chou Ming-jen pointed out that US reciprocal tariffs and expanding US export controls to China drive supply chain regionalization, increasing operating costs.

AI News NQ Analysis

Nanya PCB: Operational Performance to Further Improve This Year, Expanding AI Server Substrate Production

NQ Score 100/100

AI Summary (NQ-processed)

Nanya PCB Chairman Chou Ming-jen expects the company's 2026 operational performance to surpass 2025, driven by the growth of AI-driven cloud and edge computing applications. Nanya PCB continues to expand its IC substrate and PCB product applications for AI servers and high-end switches. In IC substrate product development, Nanya PCB is deepening its layout in high-end computing substrates for GPUs, 1.6T switches, custom ASICs (TPUs), and embedded capacitor chips. For automotive electronics substrates, it has completed the development of high-end automotive control chip IC substrates. For mobile device application substrates, it is developing products for next-generation mobile devices and edge AI computing. For general PCBs, it is focusing on new generation mobile device interposers, high-end laptops, server solid-state drives, and LED light beads, actively expanding AI server-related products, and stably mass-producing PCBs for high-end GPU display cards and network cards. External challenges include the impact of US reciprocal tariffs on end-demand and the expansion of US export controls on semiconductors to China, leading to supply chain regionalization and increased operating costs. Opportunities arise from Taiwan's semiconductor supply chain's technological leadership and cluster effects, as well as cloud service providers (CSPs) accelerating independent ASIC development in response to growing customized big data AI computing demand.

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Frequently Asked Questions

Q: What is expected of Nanya PCB's operational performance in 2026 compared to 2025?: A: Nanya PCB's operational performance in 2026 is expected to further improve compared to 2025 due to growth in cloud and edge computing applications.
Q: Which specific high-end computing-related substrates is Nanya PCB developing to expand applications for AI servers and high-end switches?: A: Nanya PCB is deepening the development of substrates for graphics processing units (GPUs), 1.6T switches, customized application-specific integrated circuits (TPUs), and embedded capacitor chips.
Q: What development did Nanya PCB complete in the area of automotive electronics substrates?: A: Nanya PCB collaborated with customers to complete the development of high-end automotive control chip IC substrates, increasing the proportion of high-value products.
Q: What products is Nanya PCB developing in response to the expanding scope of system-in-package (SiP) applications?: A: Nanya PCB is developing products for next-generation mobile devices and edge computing AI applications.
Q: What external challenges did Chou Ming-jen point out regarding the competitive environment for Taiwanese manufacturers?: A: Chou Ming-jen pointed out that US reciprocal tariffs and expanding US export controls to China drive supply chain regionalization, increasing operating costs.