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Accton Technology (2345) | Silicon Nexus

2345

Accton Technology

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Price

Supply Chain Position

Networking / Switch ODM

Designs and manufactures white-box Ethernet switches and networking equipment for hyperscale data centers and cloud providers.

Suppliers

Broadcom
Marvell
Intel

↓

Accton Technology

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Customers

Meta
Microsoft
Amazon Web Services
Google

Competitors

CelesticaQuanta Cloud TechnologyWiwynn

Recent Disclosures (5)

Jun 17, 2026high
May 2026 Revenue: NT$28.6B, +56.6% YoY
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).

Edgecore Networks

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.

See Accton Technology in the full network map

Jun 11, 2026medium

Annual General Shareholders' Meeting Resolutions Announced

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.

Jun 11, 2026medium

Board Resolves 2026 Ex-Dividend Record Date

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.

Jun 11, 2026high

Board Approves Capital Increase in Wholly-Owned Subsidiary Accton Manufacturing and Service, Inc.

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.

Jul 9, 2026high

Q1 2026 Earnings: Revenue NT$70.1B, EPS NT$14.92

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.