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Tai-Electric August Revenue Dips on Delivery Delays, Backlog Remains Over NT$10 Billion
Electronic Technology · Electronic Components · economic_daily · 2026-09-10
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Tai-Electric reported an August revenue decline due to delayed deliveries from Taipower, but maintains a strong backlog exceeding NT$10 billion.
What Happened
Revenue Performance: Tai-Electric reported August revenue of NT$482 million, a 7.31% year-on-year decrease, while cumulative revenue for the first eight months reached NT$4.399 billion, up 2.32%. The company clarified that the monthly decline was due to delivery delays from Taipower rather than order cancellations, maintaining a stable overall order momentum.
Order Backlog: The company currently holds a backlog exceeding NT$10 billion, reflecting robust market demand. Despite recent challenges involving construction delays and material shortages, Tai-Electric is actively targeting new tenders for the second half of the year to ensure future shipment momentum.
Industry Outlook: Demand for power transmission and distribution equipment continues to rise, driven by government grid resilience plans, green energy development, and the expansion of AI data centers. The surge in power infrastructure investment, particularly for AI-related facilities, serves as a key long-term growth driver for the cable industry.
Global and Local Strategy: Having secured UL certification for its 35kV medium-voltage cables, Tai-Electric is actively expanding into the U.S. market. Additionally, the company is well-positioned to benefit from domestic underground grid modernization projects, supporting its long-term growth trajectory in power infrastructure.