News / Taiwan / economic_daily
Zhen Ding Tech Targets AI Growth with Advanced PCB Solutions, EPS Forecast at 11.8 TWD
Electronic Technology · Electronic Components · economic_daily · 2026-09-06
4958
Zhen Ding Technology is expanding its footprint in AI servers and high-end optical modules, with analysts projecting a strong earnings outlook for the year.
What Happened
Advanced Technology Showcase: At SEMICON Taiwan, Zhen Ding Technology unveiled its latest 800G and 1.6T high-end optical module PCBs and 34-layer AI server boards. These products underscore the company's strategic shift toward high-layer, high-frequency, and high-precision manufacturing processes.
AI Market Expansion: The company aims to become the world's leading supplier of high-end optical module PCBs by 2027. By securing positions in the supply chains of major ASIC and GPU clients, Zhen Ding expects its server and optical module revenue to double over the next three years.
Strategic Revenue Shift: Analysts highlight that the increasing complexity of AI chip packaging will drive significant growth for Zhen Ding’s IC substrate business. AI-related applications are projected to account for 38% of total revenue by 2027, up from 11.7% in 2025.
Earnings Outlook: Driven by capacity expansion and technological upgrades, market analysts forecast an EPS of 11.8 TWD for the current year. The company is well-positioned to capitalize on the industry-wide trend toward high-end PCB solutions, strengthening its competitive edge and profitability.
Read original
More in Electronic Technology
Electronic Technology · economic_daily · 2026-10-09
As Taiwan's earnings season intensifies, institutional investors are aggressively accumulating shares in 16 key tech companies, including TSMC and Nanya Technology, ahead of critical outlook disclosures.
Electronic Technology · economic_daily · 2026-10-09
Amid global market turbulence triggered by geopolitical tensions and tech sector earnings concerns, analysts highlight 15 stocks with consistent monthly revenue growth as potential defensive plays.
1312, 1313, 1815, 2313, 2330, 2340, 2344, 2408, 2492, 3037, 3105, 3624, 3707, 4958, 5347
Electronic Technology · economic_daily · 2026-10-09
Lingsen Precision reported its highest quarterly revenue in 14 years, fueled by strong demand for IC substrates, thermal management products, and the consolidation of Ming Jun Yuan.
3444
Latest in Taiwan
Electronic Technology · economic_daily · 2026-10-09
As Taiwan's earnings season intensifies, institutional investors are aggressively accumulating shares in 16 key tech companies, including TSMC and Nanya Technology, ahead of critical outlook disclosures.
Finance · economic_daily · 2026-10-09
Yuanta Securities has been awarded the Gold Prize at the 2026 Digital Finance Awards for its AI-driven cybersecurity framework and proactive international defense strategy.
Electronic Technology · economic_daily · 2026-10-09
Amid global market turbulence triggered by geopolitical tensions and tech sector earnings concerns, analysts highlight 15 stocks with consistent monthly revenue growth as potential defensive plays.
1312, 1313, 1815, 2313, 2330, 2340, 2344, 2408, 2492, 3037, 3105, 3624, 3707, 4958, 5347
Electronic Technology · economic_daily · 2026-10-09
Lingsen Precision reported its highest quarterly revenue in 14 years, fueled by strong demand for IC substrates, thermal management products, and the consolidation of Ming Jun Yuan.
3444