Tong Hui Electronics Achieves Record August Revenue of NT$810 Million, Up 1.33x Year-on-Year

Tong Hui Electronics–KY (6672-TW), a copper-clad laminate (CCL) manufacturer, has achieved a record-breaking revenue of NT$810 million in August 2026, thanks to its long-term optimization of product portfolio and sustained strong demand for high-end materials. This represents a 21.13% increase from the previous month and a 1.33-fold year-on-year growth. Cumulative revenue for 2026 reached NT$4.33 billion, marking a 53.6% year-on-year increase.

The robust revenue growth in August 2026 was primarily driven by continued strong demand for high-end materials and an accelerated shipment pace of advanced products. Additionally, the combined effects of the AI application wave and spillover demand from HDI orders further intensified market demand, pushing revenue to consecutive new highs and laying a solid foundation for strong performance in the second half of the year. With new customers being onboarded, new products entering mass production, and pricing adjustments taking effect, multiple business drivers are gaining momentum. This positions the company for sustained strong quarterly performance and continued monthly revenue growth, expanding full-year operational momentum.

Tong Hui Electronics–KY highlighted that its products have entered the high-end 400V/800V AI server power supply segment, supplying materials for secondary and tertiary power systems. This includes multiple applications such as hybrid high-power heat dissipation films and high-heat-resistant substrates, high-end 26-layer or more high-heat-resistant multilayer boards, and hybrid laminates combining heat dissipation and carrier substrate materials. Mass production of these high-end applications is set to begin in the fourth quarter of 2026, with expectations to contribute approximately 20% of next year’s revenue.

Meanwhile, the company has achieved breakthroughs in various cross-system HDI products for AI PCs, automotive, power supplies, and optical modules. This quarter, revenue from high-margin prepreg products is expected to grow by over 30% compared to the previous quarter, with both profitability and revenue projected to continue rising in the future.

Regarding high-speed materials, revenue is expected to grow multiple-fold in the third quarter compared to the second quarter. Volume production of M6-grade materials is ramping up, while sample submissions for M7/M8/M9-grade materials to international server, optical module, and semiconductor testing manufacturers continue to increase. Once high-end high-speed materials pass certification, order volumes are expected to grow rapidly.

Financially, Tong Hui Electronics–KY reported second-quarter 2026 revenue of NT$1.614 billion, with a gross margin of 35.98%, up 1.96 percentage points quarter-on-quarter and 5.89 percentage points year-on-year. Net profit after tax reached NT$234 million, up 89.24% quarter-on-quarter and 1.64x year-on-year, translating to earnings per share (EPS) of NT$2.96.

For the first half of 2026, revenue totaled NT$2.859 billion, with a gross margin of 35.13%, up 3.11 percentage points year-on-year. Net profit after tax for the period was NT$357 million, up 59.8% year-on-year, with EPS reaching NT$4.75.