PCB giant Zhen Ding Technology (ZDT) reported that despite the traditional consumer electronics off-season in the first quarter of 2026, strong demand for advanced AI products propelled server, optical communication, and IC substrate sales to grow over 60% year-over-year. This surge set new monthly records and pushed January revenue to an all-time high.
Looking ahead, ZDT highlighted sustained customer demand from AI servers, optical communications, and high-end IC substrates, which is boosting order visibility and shipment momentum. The company expects its operations to enter a rapid growth phase in 2026, with full-year revenue poised to reach historic highs.
To meet growing AI customer needs, ZDT reportedly operates 10 factories under construction in China and Thailand, preparing capacity for future high-end product demand expansion.
Additionally, as customer product specifications rapidly advance, ZDT is collaborating closely with key customers on next-generation high-tech platforms. These projects have reached critical technical milestones.
ZDT announced unaudited consolidated revenue of NT$13.564 billion (approx. US$429.9 million) for January 2026, down 29.8% month-over-month but up 0.71% year-over-year, mainly due to seasonal factors and variations in working days. The company stated that transformation toward higher-value revenue streams continues to pay off, with high-end AI applications now serving as the core engine of growth.
Article translated by Charlene Chen and edited by Jack Wu
