Jingding (京鼎, TWSE:3413) reported cumulative January–August 2026 revenue of NT$16.272 billion, up 20.05% year-on-year and a same-period record, after August alone posted NT$2.249 billion on 23.54% annual growth, with a new US$234 million Thailand expansion backing further capacity.
What did Jingding's cumulative January–August 2026 revenue achieve?
Jingding's consolidated revenue for January through August 2026 totaled approximately NT$16.272 billion, up 20.05% from a year earlier and the highest figure for the same eight-month period in the company's historyCITE:E2. The same cumulative total and year-on-year rate were confirmed separately, describing the run as continuing to set a same-period record with growth momentum still buildingCITE:E5.
How did August 2026 monthly revenue perform?
August 2026 consolidated revenue came in at NT$2.249 billion, up 4.02% from July and up 23.54% from August 2025CITE:E1. That monthly result was also described as rewriting the same-month record and standing as the second-highest monthly revenue in Jingding's historyCITE:E4.
What market demand is driving this period's revenue growth?
Jingding stated that its double-digit cumulative revenue growth through August reflects sustained demand in the semiconductor equipment market together with growth momentum from its existing customer relationships and product portfolioCITE:E3. Looking ahead, the company said continued semiconductor equipment investment tied to AI, advanced memory, and advanced-process demand would lead it to keep deepening customer partnerships and introducing new products to capture related market opportunitiesCITE:E3.
What factors does Jingding see driving future operating growth?
Jingding identified three factors it expects to drive future operating growth: an expanding equipment market, process-technology upgrades that lift equipment demand, and continued product diversificationCITE:E6. The company linked this to structural growth in the global equipment market driven by AI and high-performance computing (HPC), rising equipment needs as process complexity increases, and simultaneous growth in demand for existing products alongside new product-introduction projects, which it described as a dual-engine growth patternCITE:E6.
What do analysts expect for Jingding's 2026 outlook?
Jingding said its order visibility now extends to the first half of 2027, and that combined with new capacity coming online at its Thailand plant, it expects 2026 revenue to grow on a quarter-by-quarter basis, with the pace ultimately depending on how fast new products rampCITE:E7. Analysts covering the company are cited as expecting full-year 2026 revenue growth of more than 20%, which would mark a third consecutive year of record revenueCITE:E7.
How does Jingding's capacity expansion plan support future growth?
Jingding's board approved a second-phase Thailand investment plan in August, committing US$234 million to expand its Rayong and Chonburi plant sitesCITE:E8. The investment is planned to be deployed in phases from 2026 through 2028 to meet customer demand and growth in the global semiconductor equipment market, and to build a more resilient manufacturing network as part of the group's global footprintCITE:E8.
Revenue and investment figures at a glance
| Metric | Value |
|---|
| August 2026 revenue | NT$2.249 billion |
| August MoM growth | +4.02% |
| August YoY growth | +23.54% |
| Jan.–Aug. 2026 cumulative revenue | NT$16.272 billion |
| Jan.–Aug. YoY growth | +20.05% |
| Order visibility | Through H1 2027 |
| Analysts' 2026 full-year growth forecast | Over 20% |
| Thailand phase-2 investment | US$234 million (2026–2028) |
What this means
The August monthly growth rate of 23.54% and the eight-month cumulative rate of 20.05% both land in the same double-digit range, indicating the year's growth has been consistent rather than a single-month spikeCITE:E1CITE:E2. Jingding's own account ties that growth to AI, HPC, and advanced-process equipment demand, and its order book already extending into the first half of 2027 lines up with the US$234 million Thailand phase-2 investment scheduled for 2026–2028 and with analysts' forecast of over 20% full-year growth and a third straight record yearCITE:E3CITE:E6CITE:E7CITE:E8.