Zhen Ding posts slight 4% revenue drop in February amid strong AI demand

Major printed circuit board (PCB) manufacturer Zhen Ding Technology reported a slight 3.97% year-over-year decline in February 2026 revenue to NT$11.72 billion (US$367.45 million), despite being part of the traditional off-season for consumer electronics. The company highlighted that momentum for products related to high-end AI continued to see robust growth, while revenue from servers, optical communications, and IC substrates all maintained a year-over-year growth of more than 60%, indicating that its revenue structure is rapidly shifting toward high-end AI applications.

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TCC chair flags resource war risk as US-Iran tensions rattle energy markets, sees silver lining in China’s green push

As tensions escalate between the US and Iran, global energy markets have grown increasingly volatile, sending crude oil prices above US$100 per barrel. Nelson An-ping Chang, chairman of Taiwan Cement Corporation (TCC) Group Holdings, warned that if the Middle East conflict drags on, it could evolve into a resource-draining war, driving up energy costs, fueling inflationary pressures, and disrupting supply chains across the global economy.

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