According to the company's Q3 2026 investor briefing reported by UAnalyze on Nov 11, Hesentek (3026-TW) disclosed that while competing brands can manufacture MLCC capacitors to similar specifications for AI server power supplies, the real barrier is verification for AC environments. The key resonant capacitor position operates under high-voltage sine waves—an AC setting—though MLCCs were originally designed for DC applications. AI server makers require extensive dynamic power peak (EDPP) testing reports to ensure GPU stability during heavy workloads, forcing power supply vendors to conduct complex validation with proprietary test instruments.

NVIDIA's planned Rubin Ultra architecture for 2027 will push system voltages to 800V with cabinet-level power exceeding 1,000 kW, raising MLCC specification requirements further. Analyst consensus projects Hesentek revenue growth from NT$17.014 billion in 2026 to NT$31.986 billion by 2028, with EPS expanding from NT$15.97 to NT$50.06 over the same period.

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