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Fanwise Material Reports 17.6% Revenue Growth Driven by AI Servers and Robotics
Electronic Technology · Electronic Components · economic_daily · 2026-11-09
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Fanwise Material's revenue grew 17.6% in the first ten months, fueled by strong demand for AI server thermal materials and humanoid robot components.
What Happened
Revenue Performance: Fanwise Material reported October revenue of NT$125 million, with a year-to-date total of NT$1.363 billion, representing a 17.60% year-over-year increase. Despite a slight monthly dip due to fewer working days, the company maintains strong growth momentum driven by global AI infrastructure demand.
Strategic Transformation: The company has successfully pivoted toward high-value niche markets. Leveraging its expertise in thermal management and insulation, Fanwise has secured spots in the supply chains of major AI server ODMs as the industry shifts toward liquid cooling solutions.
Robotics Expansion: In the third quarter, Fanwise entered the supply chain for US-based humanoid robots, providing critical cushioning materials. This new business segment is expected to become a significant growth driver starting next year.
Profitability Focus: Management is prioritizing profit margins over mere revenue scale. By increasing the shipment proportion of high-margin AI and robotics materials, the company expects to see continued improvements in its overall profitability and product mix.
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