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Dimerco Express Reports October Revenue Surge to 30-Month High
Transportation · Air Freight/Couriers · economic_daily · 2026-11-06
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Logistics provider Dimerco Express saw its October revenue climb 65.3% year-on-year to NT$3.868 billion, fueled by strong demand for AI and semiconductor logistics.
What Happened
Revenue Performance: Dimerco Express announced its October consolidated revenue reached NT$3.868 billion, marking a 65.3% year-on-year increase and the highest monthly figure since May 2022. For the first ten months of the year, the company recorded a total revenue of NT$30.79 billion, representing a 27.9% growth compared to the same period last year.
Growth Drivers: The robust performance is primarily driven by strong logistics demand from the semiconductor, AI server, and high-tech sectors. The onset of the traditional fourth-quarter peak shipping season, coupled with year-end retail inventory stocking, has provided significant support for freight demand.
Operational Challenges: Strong demand on air routes from Asia to the U.S. has made capacity management increasingly challenging during the peak season. Furthermore, adjustments to winter flight schedules may impact the availability of belly cargo capacity on passenger aircraft.
Labor Negotiations: Regarding maritime logistics, negotiations between the Pacific Maritime Association and the ILWU Local 26 have been extended to November 6th. With federal mediation scheduled to continue, no agreement has been reached yet, leaving the industry to monitor potential impacts on shipping operations.