News Summary:
On March 11, 2026, Sercomm Chairman James Wang predicted memory shortages and price increases would persist through the end of 2026, attributing this to Middle East conflicts impacting AI data center investments and consumer responses to smartphone price hikes. Previously, on March 9, 2026, Sercomm reported full-year 2025 earnings, with sales reaching TWD 53,999.43 million, down from TWD 56,788.76 million a year prior. Net income decreased to TWD 1,202.81 million from TWD 2,271.01 million, and basic earnings per share from continuing operations fell to TWD 4.04 from TWD 7.74. On the same day, the company announced its fourth-quarter 2025 financial results, showing consolidated net sales of NT$15.7 billion, a 16.8% year-over-year increase compared to NT$13.4 billion in the fourth quarter of 2024. Earlier, on March 4, 2026, Sercomm reported February 2026 net sales of NT$4.5 billion, marking a 21.1% year-over-year increase from NT$3.7 billion in February 2025. On March 2, 2026, Sercomm showcased innovations at MWC 2026, including its AirBroadband Solution, advanced CPE platforms, and AI-driven edge intelligence.
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