May 2026 Revenue: NT$4.44B, +35.8% YoY
Original: 2026年5月 月營收 - 4,440,287千元 (MoM -0.2%, YoY +35.8%)
Summary
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.
Full Translation
Nan Ya Printed Circuit Board (TWSE: 8046, Electronic Components) reported May 2026 monthly revenue of NT$4.44B (NT$4,440,287 thousand), down -0.2% from April's NT$4.45B (NT$4,450,857 thousand) but up +35.8% versus NT$3.27B in May 2025 (NT$3,269,216 thousand). Year-to-date cumulative revenue reached NT$20.07B (NT$20,068,385 thousand), a +34.5% increase over the NT$14.92B (NT$14,918,592 thousand) recorded in the same period of 2025. The flat MoM print following two consecutive strong months suggests ABF substrate shipments for AI accelerators are holding at an elevated run-rate rather than rolling over. No special remarks were attached to the filing.