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Tripod Technology Eyes NT$30 Billion Q3 Revenue Amid Strong Server Board Demand
Electronic Technology · Electronic Components · cnyes · 2026-09-17
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PCB manufacturer Tripod Technology reports robust September orders, with Q3 revenue projected to hit a record NT$30 billion driven by AI server and memory demand.
What Happened
Revenue Momentum: Tripod Technology reported a record-breaking August revenue of NT$10.22 billion, a 65.48% year-on-year increase. With September orders remaining strong at over NT$10 billion, the company is well-positioned to challenge the NT$30 billion revenue milestone for the third quarter.
Market Outlook: Driven by the surge in AI server demand, Tripod's high-end product strategy is yielding significant results, with order visibility extending into the second half of the year. Analysts expect the company's annual revenue to exceed NT$100 billion, joining the ranks of major PCB industry leaders.
Capital Expenditure: To meet robust demand, Tripod has planned a record-high capital expenditure of over NT$10 billion this year. These investments are primarily directed toward capacity expansion at its Hubei Xiantao plant and new facilities in Vietnam to optimize production and product mix.
Profitability: The company posted a net profit of NT$6.84 billion for the first half of the year, a 42.55% year-on-year increase, with earnings per share reaching NT$13.02. Through strategic acquisitions and plant expansions, Tripod has successfully increased its market share in memory modules, servers, and automotive PCB applications.