2345
악톤 테크놀로지
Source: dsi_quarterly · analyst_consensus (internal DB). DSI from quarterly filings; consensus as of collection.
Suppliers
Accton Technology
Customers
Competitors
Notes
Accton is a leading ODM for white-box data center switches and a key beneficiary of AI back-end networking buildouts, supplying Meta and other hyperscalers; its Edgecore subsidiary sells branded open networking gear. Heavy exposure to Broadcom Tomahawk/Jericho silicon cycles and hyperscaler capex timing is a notable risk.
Accton Technology (TWSE: 2345) reported Q2 2026 revenue of NT$165.7B and net income after tax of NT$19.4B, with basic EPS of NT$34.70. Operating income reached NT$24.4B, implying an operating margin of approximately 14.7%, a standout figure for the communications networking equipment sector. The result reflects sustained demand for high-throughput networking infrastructure and points to continued pricing power in the company's core product lines.
Accton Technology (2345) has announced the disposal (redemption/sale) of units held in three short-duration money-market-type funds: JPMorgan Global Short Duration Bond Fund, JPMorgan USD Floating Rate Currency Fund (USD/GFUSA share classes), and Fidelity Funds – USD Cash Fund. This represents a routine treasury cash-management action, liquidating low-risk foreign-currency fund positions, and is unlikely to have a material operational impact. Full details, including transaction amounts and dates, are available on MOPS.
Accton Technology's Board of Directors has approved a resolution to enter into a lease agreement for a site in Nanliao (Hsinchu County, Taiwan). This filing is a supplementary disclosure to the original announcement dated August 6, 2026 (ROC Year 115). Full body available on MOPS.
Accton Technology's board of directors has resolved to approve a production equipment procurement plan for its Vietnamese subsidiary, Vietnam Accton Technology Company Limited. The move signals ongoing capacity investment in the company's Vietnam manufacturing operations, consistent with broader supply-chain diversification trends among Taiwan-based networking equipment makers. Full details including contract value and timeline are available on MOPS.
Accton Technology's Board of Directors has resolved to approve a procurement of production equipment, signalling a planned expansion or upgrade of manufacturing capacity. For investors, this indicates capital expenditure commitment and potential scaling of output, relevant given ongoing demand for networking hardware. Full details including contract value, vendor, and timeline are available on MOPS (subject line only).
Accton Technology's Board of Directors has resolved to proceed with acquiring a lease over a property or land parcel located in the Nanliao area (南寮, a coastal district in Hsinchu City, Taiwan). The move likely relates to expansion of logistics, warehousing, or operational facilities near the company's existing Hsinchu base. Full body available on MOPS.
Accton Technology has filed a mandatory public announcement pursuant to Article 25, Paragraph 1, Subparagraph 4 of Taiwan's Regulations Governing Loaning of Funds and Making of Endorsements/Guarantees by Public Companies, disclosing the status of funds lent to third parties and/or endorsements or guarantees extended on behalf of others. This type of filing is required when specific thresholds or triggering conditions under the regulation are met, and it reveals the company's off-balance-sheet financial exposures and counterparty credit risks. Full body available on MOPS.
Accton Technology's Board of Directors has approved the company's consolidated financial report for the second quarter of 2026 (Republic of China Year 115, April–June 2026). Board approval of quarterly consolidated financials is a required procedural step under Taiwan's regulations before the report is filed and made public. Full body available on MOPS.
Accton Technology (TWSE: 2345) reported Q1 2026 revenue of NT$70.1B with operating income of NT$10.0B and net income of NT$8.3B, translating to basic EPS of NT$14.92. The result reflects sustained strength in the networking/communications equipment segment, with operating margin near 14.3% — a robust print for a hardware-centric ODM that benefits from ongoing AI-driven datacenter switch demand.
Accton Technology has announced that its Board of Directors meeting to review and approve the Q2 2026 (April–June 2026) consolidated financial statements is scheduled for August 6, 2026. This is a routine regulatory disclosure under TWSE rules requiring listed companies to pre-announce the date of quarterly earnings board meetings. Full body available on MOPS.
Accton Technology reported May 2026 revenue of NT$28.62B, up 56.6% YoY and 4.6% MoM, marking another acceleration driven by rising customer demand. The networking equipment vendor — a key ODM for AI/cloud datacenter white-box switches (including 800G platforms for hyperscalers) — continues to benefit from the AI capex cycle, with YTD revenue reaching NT$126.10B (+60.0% YoY).
The board of directors has resolved to inject additional capital into its subsidiary Accton Manufacturing and Service, Inc. (AMS). Capital injections into an offshore manufacturing arm typically signal expanded production capacity or working-capital support, which can be material for investors tracking Accton's networking/AI server ODM build-out. Full body available on MOPS.
The board of directors has resolved the ex-dividend record date for fiscal year 2026 (Minguo 115) cash and/or stock dividends. This sets the cutoff for shareholders entitled to receive the upcoming dividend distribution. Full body available on MOPS.
The company has disclosed the material resolutions adopted at its 2026 (ROC year 115) Annual General Meeting of Shareholders. Typical AGM resolutions cover financial statement approval, earnings distribution (dividends), and director/supervisor elections or amendments to corporate charters. Full body available on MOPS.