Powerlogic Flags Higher Memory Costs as AI Server Demand Reshapes Supply

Powerlogic reported May revenue of NT$63.87 million, or about US$2 million, down 29.37% from the prior month. Revenue for the first five months reached NT$479 million, down 39.99% year over year. The important RamTrend signal is the combination of AI server demand and rising memory prices. The company said stronger AI server demand and a shift in supply-chain resources, together with higher memory costs and delayed consumer upgrade cycles, pressured near-term sales. That points to a familiar split in the current market: AI infrastructure is absorbing capacity and cost attention, while consumer-facing demand remains more sensitive to component prices. This is a company-level data point rather than a market-wide pricing index, but it supports the view that memory cost increases are already affecting downstream electronics margins and order timing.