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Zhen Ding Tech October Revenue Hits Record High of NT$27.19 Billion
Electronic Technology · Electronic Components · economic_daily · 2026-11-05
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Zhen Ding-KY reported record-breaking October revenue, driven by peak season demand in mobile communications and a surge in high-end AI application shipments.
What Happened
Record Revenue Growth: Zhen Ding-KY announced October consolidated revenue of NT$27.19 billion, a 39.99% year-on-year increase, marking a new monthly record for the second consecutive month. Cumulative revenue for the first ten months reached NT$180.98 billion, reflecting a robust 24.75% growth compared to the previous year.
Key Growth Drivers: The strong performance is attributed to peak season demand for mobile communication devices and a significant ramp-up in high-end AI-related shipments. Notably, the combined revenue from servers, optical modules, and IC substrates more than tripled, now accounting for 28% of total revenue, signaling a successful shift toward higher-value products.
Future Outlook: Management maintains its positive outlook, expecting the fourth quarter to be the peak of the year due to continued momentum in AI servers and high-speed optical modules. The company is scheduled to release its Q3 financial report on November 10, which will provide further insights into its global capacity expansion and AI strategy.
Strategic Positioning: As a global leader in the PCB industry, Zhen Ding continues to optimize its product mix to capture high-growth opportunities. By leveraging its expertise in AI and advanced packaging, the company is well-positioned to sustain its growth trajectory and strengthen its market leadership.