News / Taiwan / economic_daily

Dingyuan August Revenue Jumps 38.6% on Strong Optical Communication Demand

Electronic Technology · Semiconductors · economic_daily · 2026-09-08

2409, 2426, 3714

Dingyuan reported a 38.6% year-over-year increase in August revenue, driven by robust demand for high-end optical communication components and AI data center integration.

What Happened

Revenue Performance: Dingyuan announced August revenue of NT$253 million, marking a 38.57% year-over-year increase. Cumulative revenue for the first eight months reached NT$1.746 billion, reflecting a steady 6.34% growth compared to the previous year.

Market Strategy: Capitalizing on the surge in AI data center demand, Dingyuan has leveraged its GaAs and InGaAs expertise to enter the 800G, 1.6T, and CPO supply chains. With Japanese suppliers exiting the market, the company has seen strong demand for its high-end photodetectors, with order visibility extending through 2028.

Capital Investment: The company initiated a NT$1.2 billion capital expenditure plan in the third quarter to expand high-end optical communication production capacity. This investment is expected to improve product mix and boost gross margins as high-end revenue contributions increase in the second half of the year.

Future Outlook: Dingyuan is collaborating with partners like Epistar to develop Micro LED CPO modules, targeting short-distance high-speed transmission opportunities. The combination of expanded production capacity and advanced technology development positions the company for favorable long-term growth.

Read original