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Chenbro, AES stay optimistic on AI demand despite US midterm volatility
What happened
Two server component manufacturers remain optimistic about AI demand despite potential short-term volatility following the US midterm elections. Chenbro Micom CEO Corona Chen said the elections would not derail AI's medium- to long-term development, while Advanced Energy Solution (AES) President Wei-Che Sung said customer demand would remain strong in 2027. These are executive outlook statements; the source does not state the cause beyond the election-related context, and no concrete capacity, pricing or order figures are provided.
Impact and signal
Medium impactImpact score: 30/100
Affected components and suppliers
server components
Chenbro MicomAdvanced Energy Solution (AES)
AI demandUS midterm electionsserver componentsexecutive outlook
Source and time
Source: DigiTimes Asia · 11/9/2026 · View original source
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