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Zhen Ding Technology Holding Limited, a global leading PCB manufacturer, reported January 2026 revenue of NT$13,564 million, up 0.71% YoY, marking a record high for the same period in the company’s history. According to Zhen Ding, while the first quarter is traditionally a low season for consumer electronics, robust demand for high-end AI applications drove revenue from both the server/optical and IC substrate segments to surge by more than 60% YoY, with each continuing to set new monthly records.
This performance indicates that the effects of the company’s ongoing revenue mix realignment are gaining momentum, with high-end AI applications now serving as the primary engine of growth.
Looking ahead to 2026, Zhen Ding noted that customer demand from AI servers, optical communication, and high-end IC substrates continuesrising, with increasing order visibility and strengthening shipment momentum. To keep up with accelerating customer demand, the company is advancing construction of ten new facilities in parallel in Huai’an and Thailand to build capacity ahead of the anticipated growth in advanced AI applications. Meanwhile, as customer specifications evolve rapidly, Zhen Ding is working closely with key customers to develop and validate next-generation high-end technology platforms. Several projects have reached critical technical milestones and are progressing as planned. Overall, Zhen Ding expects 2026 to mark the beginning of a period of accelerated growth, with full-year revenue likely to reach a new all-time high.
