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Dimerco Express July Revenue Jumps 37.8% on Strong AI and Semiconductor Logistics Demand
Transportation · Air Freight/Couriers · economic_daily · 2026-08-06
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Dimerco Express reported a 37.8% year-on-year revenue increase for July, driven by robust logistics demand from the semiconductor and AI server sectors.
What Happened
Financial Performance: Dimerco Express reported a consolidated revenue of NT$3.27 billion for July 2026, representing a 37.8% increase compared to the same period last year. For the first seven months of the year, cumulative revenue reached NT$19.85 billion, up 18.3% year-on-year.
Growth Drivers: The strong performance is attributed to steady demand in the semiconductor, AI server, and high-tech sectors. The company saw significant growth across all segments, with air freight, ocean freight, and contract logistics rising by 36.3%, 40.8%, and 37.5%, respectively.
Market Conditions: While global manufacturing PMI remains in expansion, growth momentum has softened, and trans-Pacific freight rates have retreated from their peaks. The company noted that while Taiwan's AI and semiconductor exports remain resilient, the European market faces headwinds from cross-border e-commerce policy shifts.
Strategic Outlook: To navigate ongoing supply chain restructuring, Dimerco is focusing on enhancing its digital platforms and global network to improve supply chain visibility. The company remains committed to providing flexible, resilient logistics solutions to help clients maintain competitiveness in a volatile global market.