Irving Wang, Director of Marketing, MRSI Mycronic

2025 has been a great year for MRSI, Mycronic both in terms of revenue growth and new market development. We have benefited significantly from the booming demand for optical interconnect in AI clusters.

Looking ahead, we see the growth driven by the AI cluster expansion continuing in 2026 and at least for a few years beyond, as AI related services rapidly prove their worth and are adopted by commercial companies, Mycronic included, and consumers alike.

We also foresee higher performance requirements driven by CPO and 1.6T pluggable applications. The forecast from our customers is strong for 2026, and we have been improving our product designs and ramping up our production capacity to meet the demand.

Another major factor that affects the market outlook is the drastic change in global trade landscape, driven by Trump Administration's tariff policy. This change benefits the US-based suppliers and encourages reshoring to North America. Customers in North America favor reliable, secure and IP-protected equipment with low total cost of ownership. MRSI, being US-based, is their supplier of choice since we meet all these requirements.

We believe that reshoring is an irreversible megatrend in high-end manufacturing, our customers' sectors included, and we stand to benefit greatly from it in the years to come.