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Walsin Lihwa Revenue Climbs 10%, Targets AI Infrastructure Market
Producer Manufacturing · Metal Fabrication · economic_daily · 2026-10-07
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Walsin Lihwa reported a 10.27% year-on-year revenue increase, leveraging its transition into AI infrastructure and power grid upgrades.
What Happened
Operational Overview: Walsin Lihwa reported September revenue of NT$15.89 billion, a 10.27% increase year-on-year, with cumulative nine-month revenue reaching NT$136.8 billion. The company is actively pivoting from traditional manufacturing toward high-tech sectors, focusing on AI-driven infrastructure.
AI Infrastructure Focus: The company’s wire and cable division is benefiting from Taiwan’s power grid resilience projects and the surge in AI data center construction. Walsin is positioning itself as a key supplier for energy infrastructure by expanding its submarine cable and specialty steel capabilities.
Segment Performance: The stainless and specialty steel segments remain stable, while the cold-finished steel business has successfully entered the supply chain for AI data center liquid cooling systems. European operations are also seeing price support due to the Carbon Border Adjustment Mechanism (CBAM).
Future Outlook: Management views AI as a primary driver for global energy investment over the next decade. By deepening partnerships with global firms like Rolls-Royce and scaling up submarine cable production by 2028, the company aims to solidify its role in the global power infrastructure market.