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Compal Electronics October Revenue Jumps Over 40% on Strong AI Server Demand
Electronic Technology · Computer Peripherals · economic_daily · 2026-11-09
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Compal Electronics reported October revenue of NT$87.15 billion, a 40.8% year-over-year increase, supported by robust AI server orders and smart device shipments.
What Happened
Strong Revenue Growth: Compal Electronics announced a consolidated revenue of NT$87.15 billion for October 2026, marking a 40.8% increase compared to the same period last year. Despite a slight month-over-month decline of 7.7%, the cumulative revenue for the first ten months reached NT$769.53 billion, reflecting a solid 22.4% year-over-year growth.
Product Momentum: While the company anticipates a slowdown in PC shipments for the fourth quarter, smart devices such as mixed-reality glasses and smartwatches have entered their peak shipping season. Furthermore, sustained demand for server products is expected to keep fourth-quarter revenue resilient, ensuring a strong finish to the year.
Market Outlook: Analysts remain optimistic, noting that AI server orders are a key driver for Compal's performance this year. With AI integration becoming more widespread, the server segment has solidified its role as a primary engine for the company's long-term revenue growth.
Future Expansion: Looking toward 2027, Compal is set to benefit from the full-scale operation of its new Texas facility. The additional capacity is expected to drive further operational improvements and strengthen the company's competitive position within the global supply chain.