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Broadex Technologies July Profit Drops 81% Despite NVIDIA Supply Chain Hype
Electronic Technology · Electronic Components · economic_daily · 2026-08-27
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Broadex Technologies reported an 81% year-on-year decline in July net profit, yet its stock has surged over 40% in August on optimism over its NVIDIA CPO supply chain entry.
What Happened
Financial Results: Broadex Technologies released its unaudited financial results for July, showing a consolidated revenue of NT$210 million, up 29% year-on-year. However, profitability weakened significantly, with net profit falling 81% to NT$6 million, resulting in an EPS of NT$0.06.
Supply Chain Catalyst: Analysts highlight that the company has successfully entered NVIDIA’s optical communications supply chain with its CPO high-density fiber shuffle boxes. Production is expected to ramp up by the end of this year, providing a potential boost to operational growth throughout the coming year.
Market Performance: Despite the lackluster monthly earnings, Broadex shares have staged a robust recovery. After hitting a low in late July, the stock has rallied significantly, recording a cumulative gain of approximately 43% during the month of August.
Future Outlook: Investor sentiment remains focused on the company's long-term potential within the AI infrastructure ecosystem. Market participants are closely monitoring the production timeline for its NVIDIA-related products to assess the impact on future revenue and margin expansion.
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