Dan’s Biz Bookshelf: ‘Abundance’
Trouble in Your Tank: In Complex Systems, Design Rules Aren’t Optional
It’s Only Common Sense: The Phone Is Still Your Competitive Advantage
Zhen Ding Releases March 2026 Monthly Revenue Report
April 7, 2026 | Zhen Ding TechnologyEstimated reading time: 1 minute
Zhen Ding Technology Holding Limited, a global leading PCB manufacturer, reported March 2026 revenue of NT$15,443 million, up 31.76% MoM and up 7.18% YoY, reaching a record high for the same period in the company’s history. For the first quarter of 2026, consolidated revenue reached NT$40,728 million, up 1.61% YoY and also marking a record high for the same period.
According to Zhen Ding, its March revenue continued to benefit from robust demand for high-end AI-related products. Among them, server/optical revenue surged by more than 190% YoY, reaching a new monthly record high. Meanwhile, IC substrate revenue also accelerated, driven by strong demand from high-end applications, increasing by over 70% YoY and setting another monthly record. Overall, in the first quarter of 2026, high-end AI applications have clearly emerged as the core driver of the company’s growth. The combined revenue contribution from the server/optical and IC substrate businesses has approached 20% of total revenue, with the product mix continuing to shift toward higher-value products.
Looking ahead, Zhen Ding indicated that starting from the second quarter, as customers’ next-generation platforms gradually enter mass production, momentum in the server/optical business is expected to expand quarter by quarter. IC substrates are also expected to grow quarter by quarter, supported by strong demand driven by AI computing. The company remains optimistic that 2026 will mark the beginning of a new high-growth cycle, signaling the start of accelerated expansion over the coming years. In addition, having reached a shared understanding with several key customers on longterm demand for next-generation advanced AI-related products, Zhen Ding will further increase its 2026 capital expenditures to over NT$80 billion. This investment will be directed toward expanding critical capacity to meet customer demand, strengthen longterm growth momentum, and further solidify its industry leadership.
Share on:
Subscribe
Stay ahead of the technologies shaping the future of electronics with our latest newsletter, Advanced Electronics Packaging Digest. Get expert insights on advanced packaging, materials, and system-level innovation, delivered straight to your inbox.
Subscribe now to stay informed, competitive, and connected.
Suggested Items
Zhen Ding Becomes Taiwan’s Only PCB Company Listed in Both DJ BIC Indices
05/06/2026 | Zhen DingS&P Dow Jones Indices recently announced the annual rebalancing results of the Dow Jones Bestin-Class Indices (DJ BIC).
Zhen Ding, Chung Yuan University Establish Green AI-PCB Co-Definition Laboratory
05/05/2026 | Zhen DingDriven by global AI demand and the imperative of green sustainability, Zhen Ding Technology Holding Limited held a donation and talent cultivation ceremony with Chung Yuan Christian University (CYCU) to establish the "Green AI-PCB Co-Definition Laboratory."
Zhen Ding, Tsinghua University Launch Phase II R&D and Digital Transformation Program
04/30/2026 | Zhen DingZhen Ding Technology Holding Limited, a global leader in the PCB industry, held the launch ceremony for the Phase II (2026-2030) Industry-Academia Collaboration Program of the Zhen Ding-Tsinghua Joint Research Center at the Zhen Ding Technology Lecture Hall on the Tsinghua University campus.
Zhen Ding Board Approves Subsidiary Leading Technology’s Hong Kong Listing Plan
04/20/2026 | Zhen Ding TechnologyZhen Ding Technology Holding Limited, a global leading PCB manufacturer, announced (17th) that its Board of Directors has approved a proposal for its subsidiary, Leading Interconnect Semiconductor Technology (Shenzhen) Co., Ltd., to apply for a listing on the Hong Kong Stock Exchange.
Zhen Ding Recognized with Dual 'A' Ratings by CDP
04/16/2026 | Zhen Ding TechnologyZhen Ding Technology Holding Limited, a global leader in the PCB industry, received the highest “A” rating in both Climate Change and Water Security in the 2025 CDP assessment.