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Synnex Sees Strong Second-Half Growth Driven by AI Demand and Seasonal Tailwinds
Electronic Technology · Semiconductors · cnyes · 2026-09-11
2347
Synnex expects its four core business segments to grow through the end of the year, fueled by robust AI investment and seasonal demand, with momentum projected to last until 2027.
What Happened
Business Outlook: Synnex (2347-TW) anticipates growth across all four of its business segments, driven by accelerating enterprise AI investment and data center construction. The company expects revenue to rise quarter-over-quarter through the second half of the year, with strong momentum projected to continue through 2027.
Core Segments: The semiconductor division is benefiting from high demand for memory and processors, while the commercial value-added segment is seeing increased integration needs for servers and cybersecurity. Synnex plans to leverage its MSP platform to deepen supply chain integration and expand its enterprise product footprint.
Consumer Market: The second half of the year marks the traditional peak season for IT and communications, with new product launches from Apple and Nvidia expected to drive hardware upgrades. Synnex remains optimistic about peak season demand, noting that first-half mobile market growth did not cannibalize future sales.
Financial Performance: Synnex reported August consolidated revenue of NT$74.2 billion, a 122% year-over-year increase, setting a new record for the month. Year-to-date revenue has already surpassed the company's full-year 2025 targets, with a focus now on enhancing operating profit through cost discipline and scale.
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