AI-related products currently account for around 20% of MPI’s industrial revenue,” CGS said in a note on Monday (Jan 26). MPI has increased its AI server production lines from 17 to 28 to meet growing demand from key customers. With multiple AI server product generations in production, the risk of obsolescence is expected to be low over the next 12–18 months, it said. CGS sees higher-than-expected AI server demand, strong recovery in global automotive semiconductors and a stronger US dollar as potential upsides. Downside risks include weak global industrial demand, challenges integrating Thai operations and a weaker US dollar affecting earnings.

Source: The Edge Markets January 26, 2026 05:07 UTC