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Sercomm July Revenue Hits Record High of NT$7.98 Billion Driven by AI Infrastructure Demand

Electronic Technology · Computer Communications · cnyes · 2026-08-06

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Sercomm reported a record-breaking July revenue of NT$7.98 billion, a 51% year-on-year increase, fueled by robust demand for AI-driven network infrastructure upgrades.

What Happened

Revenue Performance: Sercomm announced its July revenue reached NT$7.98 billion, marking a 10% monthly increase and a 51% year-on-year jump to hit a new all-time high. The cumulative revenue for the first seven months of the year stands at NT$452.4 billion, representing a 57% year-on-year growth and setting a new record for the same period.

Growth Drivers: The company attributed the strong performance to the surge in network traffic driven by AI, which has accelerated the demand for network infrastructure upgrades. Key product lines, including Cable DOCSIS 4.0, 10G PON, 5G FWA, WiFi 7, and enterprise-grade networking equipment, have all contributed significantly to this growth.

Strategic Positioning: Sercomm continues to leverage its diverse product portfolio to meet the evolving needs of global telecom operators and enterprise clients. The company's focus on high-end networking solutions has solidified its competitive edge in the global infrastructure market.

Future Outlook: The company is scheduled to hold an investor conference on August 11, where Chairman Wang Wei will provide insights into the company's future outlook and strategic roadmap. Investors are keen to hear management's perspective on market demand for the remainder of the year.

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