News Summary:
Sercomm, alongside other Taiwanese networking equipment makers, posted stronger-than-seasonal performance in the first quarter of 2026, driven by demand from AI data centers and Wi-Fi 7 upgrades. Previously, on April 6, Sercomm announced net sales for March 2026 reached NT$6.9 billion (approximately US$217 million), marking an 86.6% year-over-year increase from NT$3.7 billion in March 2025. This follows a prediction made on March 11 by Sercomm Chairman James Wang, who stated that memory shortages and price increases would persist until the end of 2026 due to Middle East conflicts impacting AI data center investments and consumer reactions to smartphone price hikes. Earlier, on March 9, Sercomm reported its full-year 2025 earnings, with sales at TWD 53,999.43 million, a decrease from TWD 56,788.76 million in the prior year, and net income falling to TWD 1,202.81 million from TWD 2,271.01 million. For the fourth quarter of 2025, the company announced consolidated net sales of NT$15.7 billion, representing a 16.8% year-over-year increase compared to NT$13.4 billion in 4Q 2024.
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