Chairman Jiao Youheng of Jeng Cheng Tech announced that following the acquisition of Japanese firm Lincstech, the company has successfully expanded its AI server and semiconductor clientele. In the future, the Singapore factory will be upgraded, particularly as U.S. government contracts are limited to regional manufacturers like those in Singapore, with a focus on AI server applications.

Jiao mentioned that AI-related revenue has increased to 19% since acquiring Lincstech. With ongoing expansions at the Singapore, Malaysia, and Taiwan facilities, the number of AI-related products is expected to grow. This year, in addition to the revenue from the acquisition, the first half has seen many urgent orders due to tariff factors, although external conditions remain chaotic, and the exchange rate of the New Taiwan Dollar also caused disruptions in Q2. Nevertheless, he believes that Taiwanese businesses possess strong adaptability and responsiveness to overcome these external challenges.