Taihong (8039-TW), an FCCL manufacturer investing in high-speed PCB materials, experienced stock price volatility today (28th) after hitting a record high of NT$364. The company released its latest earnings data after market close, reporting NT$847 million in revenue for July 2026, with a self-calculated post-tax net profit of NT$71.59 million, a 27% year-on-year increase. Monthly earnings per share (EPS) stood at NT$0.27. Including the first-half financial report, cumulative post-tax net profit reached NT$483 million, with EPS at NT$1.83.
For the first half of 2026, Taihong recorded a post-tax net profit of NT$412 million, a 2.57-fold year-on-year increase, with EPS reaching NT$1.56.
Taihong’s FCCL products account for 90% of revenue from applications in smartphones and consumer electronics. However, due to supply chain uncertainties such as shortages of CCL, passive components, and memory, the company has adopted a conservative outlook for full-year operations. It is actively working to improve its product sales mix and expects 2026 annual revenue to remain at 2025 levels.
Having completed its investment and operational setup in Thailand, Taihong is currently developing new products beyond FCCL, including fine-line materials, PTFE-filled high-speed copper-clad laminates, and laser bonding materials for temporary adhesion. Development and sales progress remain on schedule, with fine-line high-end flexible PCB materials showing particularly strong sales performance. Semiconductor materials have further advanced into a new stage of engineering validation.
The fully completed and equipped Thailand plant contributed less than 10% of Taihong’s total revenue last year. The company stated that production yield and efficiency at the Thailand facility are gradually reaching target levels, and it will seize market opportunities at the right timing.
Taihong’s stock closed at NT$343.5 today, down NT$9 or 2.55%, with a trading volume of 58,750 shares.
FACT BOX
- Source: PR Times
- Category: 財務情報
- Products / services: FCCL