8046
南電
Source: dsi_quarterly · analyst_consensus (internal DB). DSI from quarterly filings; consensus as of collection.
Suppliers
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Nan Ya Printed Circuit Board
Customers
Competitors
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.
Nan Ya Printed Circuit Board (8046) posted Q2 2026 revenue of NT$24.8B with operating income of NT$4.3B, yielding a robust operating margin of approximately 17.2%. Net income after tax reached NT$3.6B, driving basic EPS to NT$5.53. The double-digit operating margin stands out within the broader electronic components sector, where most PCB peers operate at materially thinner spreads.
Nan Ya PCB's shares triggered the Taiwan Stock Exchange's 'attention trading information' (注意交易資訊) publication threshold, obligating the company to release relevant material financial and business information so investors can properly assess the situation. This type of disclosure is a regulatory compliance filing under TWSE rules and is initiated by abnormal price or volume activity in the stock, not by a specific corporate action. Full body available on MOPS.
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.
The company has announced that its board of directors will convene on August 6, 2026 to review and approve the consolidated financial statements for the second quarter of 2026 (ROC Year 115 Q2). This is a routine regulatory disclosure required under TWSE listing rules to notify investors in advance of the earnings review date. Full body available on MOPS.
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.
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.
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.
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.
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.