SILICON NEXUSThe global semi disclosures & analytics nexus

Latest Disclosures Research Cycle Signals Analyzer Dashboard Sign in Sign up

SILICON NEXUS

Semiconductor filings and news across Korea (DART), China, the US (SEC EDGAR), Taiwan (MOPS), and Japan (TDnet) — unified analysis. For informational purposes only — not investment advice.

Site

Home
About
Contact

Legal

Privacy
Terms

© 2026 Silicon Nexus. Data sourced from DART (Korea's EDGAR — operated by the Financial Supervisory Service).

Nan Ya Printed Circuit Board (8046) | Silicon Nexus

8046

Nan Ya Printed Circuit Board

南電

Price

Supply Chain Position

Substrate & PCB

Taiwanese manufacturer of IC substrates and printed circuit boards used in packaging for CPUs, GPUs, and AI accelerators.

Suppliers

—

↓

Nan Ya Printed Circuit Board

↓

Customers

NVIDIA
AMD
Intel

Competitors

UnimicronKinsus InterconnectIbiden

Recent Disclosures (6)

Jun 17, 2026high
May 2026 Revenue: NT$4.44B, +35.8% YoY
Nan Ya PCB (8046) reported May 2026 revenue of NT$4.44B, up +35.8% YoY but essentially flat sequentially (-0.2% MoM) after April's strong print. The sustained ~36% YoY pace points to continued strength in AI/HPC ABF substrate demand, with YTD revenue of NT$20.07B running +34.5% ahead of last year.

Shinko Electric

AT&S

Notes

Nan Ya PCB is a Formosa Plastics Group affiliate and one of the major global ABF substrate suppliers, benefiting from AI accelerator demand. Note: the provided KRX ticker and DART corp_code are inconsistent with this being a Taiwan-listed company (TWSE: 8046), so the metadata appears mislabeled.

See Nan Ya Printed Circuit Board in the full network map

Jun 11, 2026low

Invited to Participate in SinoPac Securities 2026 Q2 Investor Forum

The company has been invited to attend the 2026 Q2 Investor Forum hosted by SinoPac Securities, a routine investor relations engagement. Such forums typically involve management presentations and Q&A with institutional investors and analysts. Full body available on MOPS.

Jun 4, 2026medium

Clarification of Commercial Times Report Dated June 4, 2026

The company issued a clarification statement in response to a Commercial Times (工商時報) news report published on June 4, 2026. Clarification announcements typically address media speculation regarding business operations, orders, or financials, and may either confirm, deny, or qualify the reported information. Full body available on MOPS.

May 27, 2026low

Disclosure of Material Financial and Business Information Following TWSE Attention-Stock Designation

The company's shares triggered the TWSE's abnormal trading ("attention stock") criteria on the centralized exchange, requiring it to publicly disclose related financial and business material information to help investors distinguish and understand the situation. The disclosure itself is a regulatory response to share-price/volume volatility rather than a new operational event. Full body available on MOPS.

May 17, 2026high

Apr 2026 Revenue: NT$4.45B, +39.5% YoY

April 2026 revenue reached NT$4.45B, up 39.5% YoY and 3.7% MoM, marking a sharp acceleration that signals strong AI-driven demand. As an ABF substrate supplier to AI accelerator and HBM ecosystems, this magnitude of YoY growth points to sustained order momentum from AI server and high-end compute customers. YTD revenue of NT$15.63B is up 34.2% versus the same period last year.

Jul 9, 2026medium

Q1 2026 Earnings: Revenue NT$11.2B, EPS NT$2.03

Nan Ya PCB reported Q1 2026 revenue of NT$11.18B and net income after tax of NT$1.31B, with basic EPS of NT$2.03. Operating income reached NT$1.35B, supported by NT$246M in non-operating income, reflecting steady demand in the electronic components segment.