News / Taiwan / cnyes
Tripod and Gold Circuit Electronics Hit Record Monthly Revenue, Eyeing $100 Billion Milestone by 2026
Electronic Technology · Electronic Components · cnyes · 2026-09-09
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PCB manufacturers Tripod Technology and Gold Circuit Electronics reported record-breaking August revenues, driven by surging demand for AI servers and memory modules.
What Happened
Record-Breaking Performance: PCB manufacturers Tripod Technology and Gold Circuit Electronics both achieved record monthly revenues in August, reaching NT$10.22 billion and NT$10.38 billion, respectively. This strong performance is primarily driven by robust demand for server boards and memory modules, reflecting a significant recovery in the sector.
Path to $100 Billion: With ongoing capacity expansions and strong market momentum, both companies are targeting annual revenues of NT$100 billion by 2026. Achieving this milestone would place them among the elite group of Taiwan's PCB industry leaders, following in the footsteps of industry giants like ZDT and Unimicron.
Capital Expenditure Surge: Tripod Technology has ramped up its capital expenditure to over NT$10 billion this year, marking a new historical high. The company is aggressively expanding its production bases in Hubei, China, and Vietnam to support long-term growth and meet the rising demand for high-end AI server components.
Market Outlook: As a key supplier for major tech brands, Tripod's order visibility remains strong through the second half of the year. The company is benefiting from the spillover of AI server orders and rising prices for memory module boards, leading to an optimistic outlook for its financial performance in the coming quarters.