Compeq AI Infrastructure PCB Supply Bottleneck Signal Integrity Demands and Satellite Market Leadership Drive Expansion Strategy and Financial Success
Driven by the fast evolving AI infrastructure market, there is about to be a supply bottleneck in advanced printed circuit board manufacturing. The switch from 400G to 800G and 1.6T optical modules in the data centers brings about very extreme demands on signal integrity. The transition to modified semi additive process technology will result in severe capacity limitation in second half of this year, says Compeq Chairman Jiang Pei kun at the recent annual shareholders meeting.
Compeq traditionally uses high density interconnect and high end modified semi additive process technology in consumer electronics premium products. However, the huge infrastructure demand from generative AI market leads the company toward high frequency and high speed application field, while Compeq utilizes big data analysis and intelligent factory management to increase its capacity in optical communications market share and enters the supply chains of AI servers and high speed switches.
Except for the data center market, Compeq has also continued to build up its existing dominant position in space technology for more than ten years; Compeq ranks first in the global supply chain in satellite board market and the commercial LEO satellite broadband market has exceeded 10 million active subscribers, serving as a stable long term growth engine since the big technology companies are now pushing orbital data center and cell to satellite technology. Meanwhile Compeq is also developing the flexible board application in augmented reality (AR)/virtual reality (VR), humanoid robots and edge AI.
Driven by the increase in high margin products, company profit will improve since manufacturing is becoming more complicated. At the annual general meeting, shareholders approved a cash dividend of TWD 2.8 per share and reelected Jiang Pei kun to the chairman of the board. For the past fiscal year, Compeq total revenue hit TWD 76,000 million, 4.9% higher on an annual basis. Its net profit in the last fiscal year reached TWD 6,570 million with EPS at TWD 5.51, standing the second highest record in company history. Market analysts indicate that demand for satellite hardware and the capacity bottleneck in high speed optical module sector will result in significant growth in revenue and profit in next two fiscal years.
