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Liang Wei August Revenue Hits Record High on AI and Satellite Growth
Electronic Technology · Electronic Components · economic_daily · 2026-09-10
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Liang Wei reports record-breaking August revenue of NT$974 million, driven by NVIDIA's Vera Rubin platform and increased AI server cable shipments.
What Happened
Record Revenue Performance: Liang Wei announced August revenue of NT$974 million, marking a new monthly record with an 8.04% increase. Year-to-date revenue also reached a historical high, underscoring the company's robust growth trajectory.
AI and Server Strategy: With the mass production of NVIDIA's Vera Rubin platform and expanded shipments of high-current AI products for Amazon, Liang Wei expects its AI revenue share to exceed 50% in the second half of the year. The company is adding dedicated production lines for NVIDIA to meet surging demand.
Diversified Client Base: Beyond its primary relationship with Amazon AWS, Liang Wei is actively engaging with Google, Microsoft, and Meta. As a key partner for Dell and NVIDIA, the company is well-positioned to benefit from the ongoing AI server infrastructure build-out.
Capacity Expansion: To support rising order volumes, Liang Wei's Thailand facility is nearing full capacity, with plans to build a third plant in the fourth quarter. Meanwhile, the low-earth orbit satellite business is also expanding, with increasing shipments for SpaceX serving as a secondary growth engine.