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Nan Ya Printed Circuit Board
Nan Ya Printed Circuit Board (8046) investor relations material
Nan Ya Printed Circuit Board Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary7 May, 2026
Executive summary
Consolidated revenues reached NTD 11.1 billion in 2026Q1, reflecting strong demand for high-end IC substrates and data center products.
Market value stood at NTD 337.3 billion as of March 31, 2026.
Financial highlights
2026Q1 revenues grew 32.1% year-over-year, driven by sustained data center demand and increased high-end IC substrate sales.
Quarterly revenues in 2026Q1 were up 0.1% sequentially from 2025Q4, despite fewer working days.
Operating profit in 2026Q1 rose by NTD 1,391.1 million year-over-year and by NTD 389.2 million sequentially, supported by robust server and switch IC substrate demand.
Operating profit margin improved to 12.1% in 2026Q1.
Segment performance
Revenue contribution from computer networking remained elevated due to ongoing high-end switch upgrades in data centers.
Revenue from consumer electronics and automotive applications remained flat year-over-year, impacted by component shortages and weak automotive demand.
AI & HPC application revenue contribution was steady, supported by data center demand.
800G switch demand impact on ABF product mix
Power IC substrate development for AI chips
Edge AI expansion in conventional PCB segment
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Latest events from Nan Ya Printed Circuit Board
- 2025 saw revenue and profit rebound on AI and networking demand, with higher dividends and margins.8046
Q4 202515 May 2026 - Revenue and profit surged in 2025 Q1–Q3, led by data center and AI PC demand.8046Q3 20259 Dec 2025
- H1 2024 saw a 33% revenue drop and net loss, but Q2 rebounded on AI and memory demand.8046Q2 20243 Nov 2025
- Revenue and profit fell sharply, but quarterly growth resumed on AI and high-end product demand.8046Q3 20243 Nov 2025
- Revenue and profit dropped sharply in 2024, but AI and HPC demand supported key segments.8046Q4 20243 Nov 2025
- Q1 2025 revenue rose 19.1% to $8.46B with profit rebound and stronger gross margin.8046Q1 20253 Nov 2025
- Revenue and profit rebounded in 2025 H1, led by data center and consumer electronics demand.8046Q2 20253 Nov 2025
Next Nan Ya Printed Circuit Board earnings date
Q2 202625 Aug, 2026
Nan Ya Printed Circuit Board
Next Nan Ya Printed Circuit Board earnings date
Q2 202625 Aug, 2026
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