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Zhen Ding Technology Holding Limited, a global leading PCB manufacturer, reported June 2026 revenue of NT$17,033 million, up 32.83% YoY and 5.14% MoM, again setting a record high for the same period in the company's history.
Second quarter revenue was NT$48,431 million, up 26.77% YoY, and cumulative revenue for the first half reached NT$89,159 million, up 13.89% YoY, both marking all-time highs for the respective periods.
With its revenue scale continuing to expand steadily, the company sees further improvement in second-half business visibility, driven by the traditional peak season for new consumer electronics inventory build-up and continued growth in demand for high-end AI applications.
According to Zhen Ding, June revenue again reached the highest monthly level so far this year while maintaining strong YoY growth, as demand for AI-related high-end applications, including Server/Optical Modules and IC Substrates, continues to drive the company's business momentum. Among its businesses, Server/Optical Modules delivered the most significant growth, with revenue more than doubling YoY, further underscoring the continued optimization of the company's high-end product mix and the increasing contribution of AI-related businesses to overall operations.
Looking ahead, Zhen Ding stated that the third quarter will enter the traditional peak season for new consumer electronics inventory build-up. While the market this year has faced disruptions from fluctuations in memory supply, demand, and pricing, the company currently observes that inventory build-up for new products among its major customers is progressing as planned. Related demand is expected to support a gradual strengthening of operating momentum in the second half of the year.
At the same time, the Server/Optical Modules business is expected to continue benefiting from customers' adoption and mass production ramp-up of high-end AI products. The company expects the business to maintain sequential growth throughout the year, further increasing the mix of high-value-added products and supporting the continued optimization of its mid- to long-term business structure.
