Hongyang-KY is optimistic that AI will drive operations this year to be better than last year

Hongyang-KY is optimistic that driven by the AI ​​industry, this year's operations are expected to be better than last year. (Photo by reporter Fang Weijie)

[Reporter Fang Weijie/Taipei Report] Diode factory Hongyang-KY (6573) spokesperson Cheng Yufeng said today after the shareholders' meeting that although the order visibility in the second half of 2026 is still limited, and the market demand is mainly urgent orders, urgent orders have the advantages of greater price flexibility and no inventory pressure. The company's current inventory levels remain healthy and it is expected to respond flexibly to customer needs. If the impact of non-industry income factors in 2025 is excluded, this year is expected to be the year with the best gross profit performance in recent years.

Cheng Yufeng pointed out that the company has adjusted its order-taking strategy in recent years, shifting from pursuing scale in the past to pursuing profitability and quality. It has actively eliminated some orders with low gross profit, including some solar and home appliance customer cases. In the future, it will only accept orders that have commercial value or contribute to brand benefits. It hopes to improve overall profitability through product portfolio optimization and order-refining strategies.

Looking forward to the market outlook, Chairman Gao Guizhen said that the global economy still faces challenges from uncertain factors such as geopolitics, interest rate policies, exchange rate fluctuations and supply chain restructuring. However, as the demand for artificial intelligence (AI), cloud computing and data centers continues to expand, it is expected to drive market demand for power management related components to increase.

In addition, the continued growth of automotive electronics and industrial automation applications will also help drive demand for advanced current protection and control components. Hongyang-KY will continue to strengthen product quality, technical support and cost control capabilities, and actively develop high value-added products and diversified markets to enhance long-term competitiveness and profitability.