Story thread · 5 reports / 3 sources

I-Chiun eyes Nvidia Vera Rubin supply chain as thermal business nears half of sales

digitimes.com · 9dShare

I-Chiun Precision Industry is accelerating its shift from LED lead frames into high-end thermal solutions, with thermal products now accounting for 40-45% of revenue. The company expects the share to exceed 50% as early as the second half of 2026 or in 2027 and to rise above 60% over the medium to long term.

First report: Lite-On makes US$170 million strategic investment in DCX for AI cooling push — digitimes.com, 11d