May 2026 Revenue: NT$3.80B, +29.3% YoY
Original: 2026年5月 月營收 - 3,802,864千元 (MoM +8.2%, YoY +29.3%)
Summary
ITEQ posted May 2026 revenue of NT$3.80B, up 29.3% YoY and 8.2% MoM, marking a clear acceleration vs. the cumulative YTD pace of +20.9%. The sequential strength and ~30% YoY print point to sustained pull-through from AI server CCL demand (high-speed/low-loss laminates for accelerator and switch boards), reinforcing the AI-driven upcycle narrative for upstream PCB materials.
Full Translation
ITEQ Corporation (TWSE: 6213, Electronic Components) reported May 2026 (民國115年5月) monthly revenue of NT$3,802,864 thousand (NT$3.80B), versus NT$3,513,470 thousand (NT$3.51B) in April 2026 and NT$2,940,967 thousand (NT$2.94B) in May 2025. This represents MoM growth of +8.24% and YoY growth of +29.31%. Cumulative revenue for Jan–May 2026 reached NT$16,459,405 thousand (NT$16.46B), up +20.95% from NT$13,608,979 thousand (NT$13.61B) in the same period of 2025. Filing date: 2026-06-17. Remarks: none.