News
ZillTek notes PMIC demand growth driven by AI server and HPC infrastructure
Wednesday, February 11, 2026 at 02:54 AM
ZillTek (Zhixin) reported stable growth in Power Management IC (PMIC) demand driven by AI servers, HPC, and automotive sectors. The company notes that major memory manufacturers are shifting capacity to HBM to meet AI demand, potentially tightening consumer DDR5 supply. ZillTek is monitoring price hikes from overseas competitors and may adjust pricing based on foundry capacity costs and urgent order volumes.
Context
ZillTek (8081.TW) recently reported a surge in Power Management IC (PMIC) demand, driven by the rapid expansion of AI servers and high-performance computing infrastructure. Despite market volatility and rising memory costs impacting consumer electronics, the company delivered a strong Q4 with an EPS of 4.72 TWD, bringing its full-year EPS to 17.76 TWD. Management remains optimistic as specialized demand from the automotive and industrial sectors continues to offset broader economic headwinds.
For Q1, ZillTek projects revenue between 2.1 billion and 2.25 billion TWD with a target gross margin of 36% to 40%. As international competitors raise prices amid tightening 8-inch wafer capacity, ZillTek is positioned to adjust its pricing based on urgent order volume and long-term customer partnerships. While the pivot toward HBM by major memory makers has constrained global supply, the company anticipates a limited impact on its operations as it scales its presence in high-margin server and infrastructure markets.
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