台湾MLCC原材料供应商Ample Electronic表示，AI需求推动MLCC及被动元件市场持续强劲，客户订单增长并补库存，部分客户签订长期供应协议。2026年1-4月累计营收8.56亿新台币，同比增长54.9%；一季度毛利率19.74%，EPS 2.55新台币，均创季度新高。公司计划以1.12亿新台币购地扩建产能。
▶ Ample Electronic says AI demand is boosting MLCC-related passive components
Ample Electronic, a Taiwanese supplier of MLCC raw materials, noted that strength in the MLCC and related passive component markets continues on the back of expanding AI demand, with order growth being accompanied by simultaneous inventory restocking on the part of customers.
Some customers are going beyond simple inventory securing to enter into long-term raw material supply agreements, and the company offered an upbeat outlook on industry conditions in 2H26.
Cumulative revenue for January–April this year came in at NT$856mn (approximately US$27.19mn), up 54.9% YoY and outpacing the industry average.
Demand was strongest for copper paste used in MLCC manufacturing in particular, with some customers raising monthly order volumes by more than 20%.
Silver paste, used in inductors and resistors among other components, is likewise seeing gradually improving shipment momentum, the company explained.
Aided by an improved product mix, the company posted a 1Q26 gross margin of 19.74% and EPS of NT$2.55, both record quarterly highs.
To expand production capacity, the company decided to acquire a site of approximately 497 ping in the Daliao district of Kaohsiung for NT$112mn, which it plans to use for building out new production facilities.
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