2383
엘리트 머티리얼
Source: dsi_quarterly · analyst_consensus (internal DB). DSI from quarterly filings; consensus as of collection.
Suppliers
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Elite Material
Customers
Competitors
Notes
Leading supplier of low-loss and ultra-low-loss CCL for high-speed AI server PCBs, benefiting directly from Nvidia GPU server buildouts and 800G networking. Competes with Shengyi and ITEQ in M6/M7/M8-class materials; capacity expansion in Thailand underway to serve AI server ODMs.
Elite Material (2383) posted Q2 2026 revenue of NT$80.3B and net income of NT$15.2B, delivering basic EPS of NT$42.46 for the quarter. Operating income reached NT$19.9B, implying an operating margin of approximately 24.7%, which is well above typical electronic-components-sector peers. The result reflects sustained strong demand for high-frequency, high-speed copper clad laminate materials tied to AI server and data-center buildout.
Elite Material (2383) has announced that its board of directors is scheduled to convene on October 28, 2026 to review the company's financial report for the third quarter of fiscal year 2026 (Republic of China year 115). This is a routine governance disclosure required under TWSE listing rules. Investors may monitor this date for any accompanying material resolutions that could be announced following the board meeting.
Elite Material filed a correction to its previously disclosed real estate acquisition announcement dated July 29, 2026 (ROC Year 115), amending the stated building floor area. This is an administrative correction to an existing public filing; the underlying property transaction itself is unchanged. Full body available on MOPS.
Elite Material (2383) has been invited to participate in an institutional investor conference organized by Citi Securities (花旗證券). Such non-deal roadshows give buy-side institutions direct access to management and can influence near-term institutional positioning in the stock. Full body available on MOPS.
Elite Material (2383) has filed a material disclosure on behalf of its major subsidiary, EMC Overseas Holding Incorporated, announcing a resolution on profit distribution. The announcement covers how retained earnings at the subsidiary level will be allocated, which may affect intercompany dividend flows to the listed parent. Full body available on MOPS.
Elite Material (2383) is filing on behalf of its key subsidiary EMC Overseas Holding Incorporated to disclose an earnings distribution resolution. The announcement indicates the subsidiary has approved a plan to distribute retained earnings, which may affect inter-company cash flows and consolidated financials. Full body available on MOPS.
Elite Material (2383) has been invited by Taishin Securities to participate in its '2026 Q3 Global Investment Forum.' Such investor-forum appearances typically involve management presentations or one-on-one meetings with institutional investors, offering a channel for the company to communicate its business outlook. Full body available on MOPS.
Elite Material (2383) is filing on behalf of its material subsidiary EMC Overseas Holding Incorporated to disclose that the subsidiary has resolved an earnings distribution (profit appropriation) plan. Such upstream distributions from a material subsidiary can affect consolidated cash flows and may represent capital being returned to the parent. Full body available on MOPS.
Elite Material (2383) has been invited to participate in an institutional investor conference hosted by Cathay Securities. Such events typically involve company management presenting business updates and fielding questions from institutional fund managers and analysts. Full body available on MOPS.
Elite Material (2383) has been invited to attend an institutional investor briefing organized by CTBC Securities. This type of event involves management presenting the company's business outlook and financials to professional/institutional investors. Full body available on MOPS.
Elite Material Co. (2383) has been invited to attend an institutional investor conference organized by J.P. Morgan. Such conferences provide a forum for management to present strategy and operations directly to institutional clients of the hosting broker. Full body available on MOPS.
Elite Material (2383) is disclosing, on behalf of its designated major subsidiary Da Zhuhai Co., Ltd., a resolved earnings distribution proposal. The announcement signals that the subsidiary has approved an allocation of retained profits, which may result in an upstream dividend or intercompany cash transfer to the parent. Full body available on MOPS.
Elite Material (2383) is disclosing, on behalf of its major subsidiary Da Zhong-Shan Co., Ltd., a proposal for the distribution of that subsidiary's retained earnings. Earnings distributions at a designated 'major subsidiary' require parent-level disclosure under TWSE rules, signalling that Da Zhong-Shan is material to Elite Material's consolidated financials. Full details of the distribution amount and record date are available on MOPS.
Elite Material Co., Ltd. (2383) is filing this disclosure on behalf of its designated material subsidiary, Greater Shanghai Co., Ltd. (大上海有限公司), which has resolved an earnings (profit) distribution plan. Under Taiwan's MOPS framework, listed companies are required to announce material resolutions made by important subsidiaries on their behalf. The specific distribution amounts and record dates are not available from the subject line alone. Full body available on MOPS.
Elite Material (TWSE: 2383) posted Q1 2026 revenue of NT$33.07B with operating income of NT$7.13B (21.6% operating margin) and net income after tax of NT$5.34B. Basic EPS came in at NT$14.90, a strong result for the electronic components sector and reflective of sustained CCL demand from AI server build-outs.
Elite Material (2383) has disclosed that it has been invited to participate in an online institutional investor meeting (non-deal roadshow) organized by BofA Securities. Such events allow institutional investors to engage directly with company management on business outlook and strategy. Full body available on MOPS.
Elite Material (2383) has been invited to attend an online institutional investor briefing organized by Fubon Securities. Events of this type allow management to present the company's outlook to institutional clients of the arranging broker. Full body available on MOPS.
Elite Material (2383) has been invited to attend an online institutional investor forum organised by Goldman Sachs Securities. Such non-deal roadshow events give buy-side participants direct access to management and can increase visibility among international institutional investors. Full body available on MOPS.
Elite Material (2383) is filing this announcement on behalf of its wholly-owned China-based subsidiary, Taiguang Electronic Materials (Huangshi) Co., Ltd., disclosing approval of a profit distribution plan at the subsidiary level. The resolution determines how accumulated earnings will be allocated, which may affect upstream dividend flows to the listed parent. Full body available on MOPS.
Elite Material (2383) is acting on behalf of its wholly-owned China-based subsidiary, Zhongshan Taiguang Electronic Materials Co., Ltd., to disclose a resolution on the subsidiary's earnings distribution. The announcement concerns how the subsidiary's retained profits will be allocated, which may affect upstream dividend flows to the parent. Full body available on MOPS.
Elite Material is filing on behalf of its China-based subsidiary, Taiwan Optical Electronic Materials (Kunshan) Co., Ltd., to disclose a profit (earnings) distribution proposal. The announcement relates to how retained earnings at the Kunshan subsidiary will be allocated, which may affect intercompany cash flows and the parent's consolidated financials. Full body available on MOPS.
Elite Material (2383) has announced the setting of the ex-dividend record date for its upcoming cash dividend payment. This date determines the shareholder eligibility cutoff — investors must hold shares prior to this date to receive the declared dividend. Full body available on MOPS.
Elite Material's (2383) Board of Directors has resolved to raise the capital expenditure budget allocated to its U.S. subsidiary. The move signals an acceleration of the company's North American manufacturing or capacity investment footprint, which may be material to investors assessing its geographic expansion strategy and near-term free cash flow. Full details of the budget amount and project scope are available on MOPS.
Elite Material (2383) has filed a material information disclosure reporting the acquisition of real property (land and/or buildings). Real estate purchases by a manufacturing company may signal capacity expansion, facility consolidation, or strategic land banking. Full body available on MOPS — transaction size, location, and consideration are not available from the subject line alone.
Elite Material (2383) is announcing, on behalf of its subsidiary Zhongshan Taiguang Electronic Materials Co., Ltd., a contracted construction project for a new manufacturing facility to be built on land already owned by the subsidiary. This signals a capacity expansion move by the Zhongshan-based subsidiary, likely tied to growing CCL/high-frequency laminate demand. Full body available on MOPS.
Elite Material is filing this disclosure on behalf of its Chinese subsidiary, Taiguang Electronic Materials (Kunshan) Co., Ltd., announcing a commissioned factory construction project to be built on land the subsidiary already owns. The project represents a capacity-expansion capital expenditure at the Kunshan manufacturing base, which is relevant to investors assessing the group's mainland China production footprint and near-term capex trajectory. Full body available on MOPS.
Elite Material (2383) filed this disclosure on behalf of its subsidiary Zhongshan Taiguang Electronic Materials Co., Ltd. (中山台光電子材料有限公司), announcing the acquisition of machinery and equipment for business operations. This is a routine capital expenditure disclosure triggered by Taiwan's material information reporting thresholds for asset acquisitions. Full body available on MOPS.
Elite Material disclosed, on behalf of its subsidiary Tah Kuang Electronic Materials (Kunshan) Co., Ltd., the acquisition of machinery and equipment for operational use. The filing is a routine capex/asset acquisition disclosure typical of CCL (copper-clad laminate) capacity-related investments. Full body available on MOPS.
The company disclosed it has been invited to participate in the CITIC CLSA Northeast Asia Forum, a routine investor conference hosted by the brokerage. Such forum participation typically involves management meetings with institutional investors and is considered an administrative disclosure rather than a material business event. Full body available on MOPS.
The company disclosed that trading in its securities triggered the TWSE/TPEx 'attention trading information' disclosure standard, requiring it to issue this notice to help investors interpret the activity. This is a routine surveillance-related disclosure typically tied to unusual price or volume movements, not a corporate action by the company itself. Full body available on MOPS.
Elite Material reported May 2026 revenue of NT$15.62B, up +114.6% YoY and +12.2% MoM, marking a sharp acceleration driven by AI server demand. YTD cumulative revenue reached NT$62.61B, +73.2% vs the same period last year, confirming sustained traction in CCL/PCB materials for AI/HBM-related platforms.
The company has been invited to participate in CTBC Securities' Q2 2026 Forward-Looking Forum, a routine investor relations event where management typically presents business outlook to institutional investors and analysts. Such forum participation is a standard disclosure item and does not in itself signal a material change to operations or guidance. Full body available on MOPS.