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PCB Sector Reports Strong October Revenue, Zhendong Hits Record High
Electronic Technology · Electronic Components · economic_daily · 2026-11-05
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The PCB industry saw robust October revenue growth, led by Zhendong-KY, as strong demand for mobile communications and AI applications drives performance despite broader market volatility.
What Happened
Strong Revenue Growth: The PCB sector reported impressive October revenue figures, with industry leader Zhendong-KY reaching 27.197 billion TWD, a nearly 40% year-on-year increase. Other major players, including EMC and TUC, also achieved record-breaking monthly revenues, signaling a period of rapid operational expansion.
AI and Communications Demand: Zhendong attributed the growth to the peak season for mobile communications and the surge in shipments for high-end AI applications. AI-related business, including servers and optical modules, now accounts for a significantly larger portion of revenue, serving as a key driver for product mix upgrades.
Market Volatility Impact: Despite strong fundamentals, PCB stocks faced significant downward pressure due to broader market sell-offs in Taiwan. Several copper clad laminate manufacturers hit their daily price limits, reflecting how macro market sentiment currently overshadows individual company performance.
Positive Outlook: Zhendong expects the peak season momentum to continue through the fourth quarter, supported by strong demand for AI servers and high-speed optical modules. The company is set to release its Q3 financial results on November 10, providing further insights into its global capacity and long-term growth strategy.