Trans-Sun Materials Technology has observed a growing demand for advanced transmission solutions in global data centers and AI servers due to the rapid advancement of generative AI and multimodal large models. Next-generation optical communication technologies like silicon photonics, co-packaged optics (CPO), and 1.6T/3.2T high-speed interconnect architectures are transitioning from research to practical application, driving substantial upgrades in AI infrastructure.
Trans-Sun specializes in developing advanced electronic materials with high thermal conductivity, low dielectric constants, and high reliability, specifically designed to meet AI server high-speed computing needs. Focusing on silicon photonics modules and CPO, the company has created key material solutions and introduced customized automated equipment to boost production efficiency and product consistency.
As AI applications continue to expand, Trans-Sun plans to enhance production, customer service, and product innovation to accelerate its entry into high-margin niche markets.
Southeast Asia expansion
In the second quarter of 2025, Trans-Sun remained cautiously optimistic despite US-China trade tensions and global economic uncertainties. The company deepened cooperation with major brand customers and adjusted order shipment strategies. To meet clients' production needs, Trans-Sun expanded its capacity in Southeast Asia by investing in a new plant in Thailand, optimizing operations in Malaysia, and maintaining steady operations in Vietnam.
Trans-Sun aims to enhance regional supply chain responsiveness to ensure stable delivery and foster long-term partnerships with key brand customers.
Three-pronged growth strategy
Amid rising demands from generative AI, high-performance computing, EVs, and AIoT, Trans-Sun intends to utilize its material technology expertise and over 50 patents through a strategy focused on capacity expansion, acquiring new customers, and penetrating niche markets. This plan is designed to enhance core competitiveness and drive growth in the future.
Record revenue performance
In the first quarter of 2025, Trans-Sun achieved a record-high revenue of NT$295 million (US$9.91 million), up 0.65% from the previous year. The operating profit rose 37.41% to NT$27 million, while net income after tax attributable to the parent company was NT$16 million.
Niche market success
Trans-Sun's strategic focus on niche markets is paying off. In the first quarter, revenue from key areas included notebook computers at 32.89%, tablets at 16.73%, wearable electronics at 7.2%, smartphones at 5.95%, and EV/AI servers and industrial PCs at 12.51%. Meanwhile, income from its distribution business has decreased.
The sector for electronic functional material solutions saw a refined order structure by minimizing low-margin orders. With rising demand from high-growth applications like AI servers, EVs, and industrial PCs, the segment experienced a 2% increase from the first quarter of 2024.
In April 2025, consolidated revenue hit NT$118 million, a 5.75% increase from March's NT$112 million and a slight 0.03% rise compared to April 2024. From January to April 2025, total revenue reached NT$413 million, marking a 0.47% increase from NT$411 million during the same period the previous year.
Trans-Sun's performance was driven by the rapid growth of the AI server market. By leveraging its technological expertise in advanced electronic materials and module integration, the company continued to secure new orders from cloud service providers and data centers, bolstering its operational momentum.
Article translated by Jingyue Hsiao and edited by Jerry Chen
