Alchip Technologies Ltd. reported January revenue of NT$701 million ($22.3 million), marking its third-highest monthly result despite a 4.9% decline from December. The figure represents a 93.5% jump from the previous year, driven by strong artificial intelligence server demand.
The company’s server management chips are finding increased adoption among both traditional and AI server manufacturers. Industry analysts note that despite concerns about competition from Chinese firms like DeepSeek, major cloud service providers including Google, Microsoft, and Amazon AWS continue to maintain robust procurement of NVIDIA and AMD high-performance computing components.
Alchip is diversifying beyond its core server business. Its Cupola360 panoramic imaging chip has secured new orders from both consumer electronics makers and smart factory operators, with analysts expecting sales in this segment to double this year.
The company’s stock closed at NT$3,420 ($108.7), up NT$120, with foreign investors increasing their positions for two consecutive days. Market watchers project Alchip’s earnings could exceed seven times its capital this year, setting a new record for the firm.
