News / Taiwan / economic_daily
Sanji Rui Ramps Up AI Server Components with HVDC and TLVR Tech
Electronic Technology · Electronic Components · economic_daily · 2026-09-08
6862
Sanji Rui-KY is pivoting toward high-end AI server components, with its 800V HVDC and molding TLVR products entering mass production to drive future growth.
What Happened
Operational Overview: Sanji Rui-KY reported August consolidated revenue of NT$173 million, with year-to-date revenue reaching NT$1.277 billion. The company is actively shifting its product mix away from consumer PCs toward high-growth segments like AI servers, automotive inductors, and BBU products.
AI Technology Strategy: To address the rising power demands of AI servers, Sanji Rui began small-batch shipments of 800V HVDC magnetic components in August. These components are expected to ramp up significantly between late 2024 and Q1 2027 as data centers upgrade their power infrastructure.
Product Competitiveness: The company’s high-end molding TLVR products have been adopted by major server manufacturers and are now in mass production. Leveraging its expertise in molding processes and customized development, Sanji Rui expects improved product margins and enhanced overall profitability.
Future Outlook: Management remains optimistic about global AI infrastructure investment trends and anticipates further volume growth in high-end products by 2027. By expanding its footprint in AI servers and automotive sectors, the company aims to establish a solid foundation for long-term growth.
Read original
More in Electronic Technology
Electronic Technology · economic_daily · 2026-09-08
Investment expert Kuo Che-jung argues that recent market corrections are merely technical, as the rise of AGI and AI-driven cost-cutting will fuel long-term growth for the Taiwan stock market.
Electronic Technology · cnyes · 2026-09-08
Csun reported an 83.37% year-over-year revenue growth for the first eight months of 2026, with advanced packaging orders accounting for over 50% of its backlog.
2330, 2467, 5443, 6640, 8064
Electronic Technology · economic_daily · 2026-09-08
Inventec's revenue for the first eight months of the year reached a record high, driven by strong AI server shipments despite a slight dip in laptop volume.
2356
Latest in Taiwan
Electronic Technology · economic_daily · 2026-09-08
Investment expert Kuo Che-jung argues that recent market corrections are merely technical, as the rise of AGI and AI-driven cost-cutting will fuel long-term growth for the Taiwan stock market.
Process Industries · economic_daily · 2026-09-08
Nan Pao Resin reported a 14.2% year-on-year increase in August revenue, reaching a record high, as the company expands its semiconductor and footwear adhesive businesses.
Finance · cnyes · 2026-09-08
Amid market volatility, the active ETF 00404A has outperformed peers with a 4% September return and announced its first-ever dividend of 0.36 TWD per unit.
00404A
Electronic Technology · cnyes · 2026-09-08
Csun reported an 83.37% year-over-year revenue growth for the first eight months of 2026, with advanced packaging orders accounting for over 50% of its backlog.
2330, 2467, 5443, 6640, 8064