NuAxiSemiconductor trade intelligence
AI server surge lifts high-voltage MOSFET, fan demand at Taiwan power device maker APEC
What happened
APEC reports AI server demand is driving growth for medium/high-voltage power devices and cooling fans, with fan revenue reaching 27% in 2025. The company expects a recovery in high-voltage component demand by 2026. Watch: Positive demand signal for power components and cooling fans, but timing and pricing impact are forward-looking and uncertain.
Impact and signal
Low impactImpact score: 25/100
Affected components and suppliers
High-Voltage MOSFETCooling Fans
Advanced Power Electronics Co.
demand-growthAI-server
Source and time
Source: DigiTimes Asia · 2/26/2026 · View original source
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