OSE says memory demand is lifting outlook and AI server board work

DigiTimes reports that Orient Semiconductor Electronics is benefiting from strong memory-market demand and a larger role in the memory supply chain. The company also points to growth opportunities in surface-mount technology for AI server boards with major U.S. clients. For RamTrend, this is a supply-chain signal tied to AI servers and memory demand rather than a direct component-price report. It suggests that memory-related demand is supporting downstream packaging, assembly, and board-level work around AI infrastructure. The article does not quantify memory volumes or prices, but it reinforces that AI server demand is spilling into adjacent parts of the memory supply chain.