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Jamicon Sees Strong AI Server Demand; Resistor Shipments Expected to Double
Electronic Technology · Electronic Components · cnyes · 2026-08-27
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Passive component manufacturer Jamicon reports a strong outlook with a 1.2 BB ratio, expecting AI server resistor shipments to double this year while implementing price hikes to offset rising material costs.
What Happened
Operational Outlook: Jamicon stated during its investor conference that its three major product lines have reached a book-to-bill ratio of 1.2, signaling clear order visibility. The company expects AI server resistor shipments to double this year, serving as a key growth driver.
Product Strategy: Currently, resistors account for about 8% of Jamicon's AI-related revenue, with ongoing expansion plans for alloy resistors. The company also anticipates benefiting from the high demand for electrolytic and solid capacitors driven by AI infrastructure.
Market Momentum: Beyond AI, the company is seeing a clear recovery in the automotive and industrial control sectors, with healthy customer inventory levels. Lead times for resistors and capacitors have extended, reflecting robust market demand.
Pricing Adjustments: In response to rising metal and material costs, Jamicon has implemented price increases across various regions and clients since July. These adjustments are expected to boost average selling prices and mitigate the impact of inflationary cost pressures.