Taiwan-based circuit protection component maker Polytronics said its business likely hit a trough in 2025 and is poised for recovery next year, as US defense-related demand for thermal management substrates begins to return after tariff-driven order volatility disrupted shipments.

Chenbro Micom posted its second-highest monthly revenue in November as strong AI server demand and a recovering enterprise market boosted shipments. The server chassis maker reported consolidated revenue of NT$2.04 billion (approx. US$70 million) for the month, up 2.2% from October and 68.4% from a year earlier. Revenue for the first 11 months reached NT$19.29 billion (approx. US$620 million), an increase of 49.5% from the same period last year and close to the NT$20 billion mark.