Taiwanese cable maker Wantai Tech is riding the AI server and low-orbit satellite boom, and management sounds confident about hitting record revenue this year.

• Satellite cables should bring in about 7% of revenue this year, double last year, with a target of 10–15% and more.
• The chairman expects full-year revenue to top NT$10 billion, with the second half stronger than the first.
• A third high-speed cable plant in Thailand opens in spring 2027, and a new Vietnam site is already taking orders.
• AI racks use fewer cables but pricier ones, so copper spending per rack keeps rising — optical and copper are growing together, not one replacing the other.
• Higher-margin products are 18% of revenue now, with a target of 30%; new lines include 800-volt power cables and leak-detection cables for liquid-cooled servers.

Outlook: The company is aiming for 20–25% annual revenue growth through 2030 and a long-term gross margin of 20%.