[Novosense: AI Server Power Supply Demand Surging, Already Covering Top Clients and Issuing Price Increase Notice]

Published: Apr 30, 2026 09:50

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Novosense released its investor relations activity meeting minutes. The company's Q1 2026 revenue hit a new record high, with outstanding growth in two core areas: automotive electronics and pan-energy. The pan-energy segment achieved rapid development, benefiting from high-speed growth in the energy storage market, surging AI server power supply demand, and the industrial restocking cycle. The company has covered numerous leading clients in the AI server power supply segment. In Q1 2026, revenue from related digital power supply applications grew rapidly both YoY and QoQ, and the company will designate AI power supply as a key business direction with forward-looking positioning. Regarding price trends in the analog semiconductor industry, the company noted that drivers for price increases included rising commodity costs, the restocking cycle, and AI squeezing capacity. The company has issued price increase notices and made progress in negotiations with leading clients, which will help restore profitability.

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