Largan Precision (大立光) reported consolidated August revenue of NT$5.012 billion, up 3% from July but down 16% from a year earlierCITE:E1. The company's January-August cumulative revenue reached NT$39.093 billion, an increase of 4% over the same period last yearCITE:E2.
| Metric | Value | Change |
|---|---|---|
| August revenue | NT$5.012 billion | +3% MoM, -16% YoY |
| January-August cumulative revenue | NT$39.093 billion | +4% YoY |
Largan said pull-in momentum in September will be stronger than in August, driven by orders tied to new smartphone modelsCITE:E3.
Largan's August lens shipment mix by megapixel tier was reported with differing breakdowns: one account put the roughly-10-megapixel tier and the 20-megapixel-and-above tier at similar shares to a second account, but the two diverged on the "other products" category. According to one report, 20-megapixel-and-above lenses accounted for 10%-20% of shipments, the roughly-10-megapixel tier for 60%-70%, 8-megapixel lenses for under 10%, and other products for 20%-30%CITE:E4. A separate report described the roughly-10-megapixel tier as the largest at 60%-70%, 20-megapixel-and-above at 10%-20%, 8-megapixel lenses at under 10%, but placed other products at only 10%-20%CITE:E15.
| Segment | Figures (CNA) | Figures (Liberty Times) |
|---|---|---|
| 20MP and above | 10%-20% | 10%-20% |
| ~10MP class | 60%-70% | 60%-70% (largest) |
| 8MP | Under 10% | Under 10% |
| Other products | 20%-30% | 10%-20% |
Largan chairman Lin En-ping (林恩平) said the company has won its first fiber array (FA) order in the co-packaged optics (CPO) segment, with samples delivered in July, trial production starting by the end of the third quarter, and mass production targeted at the earliest by the middle of next yearCITE:E5. Largan's trial production line for FA is expected to be completed by the end of the third quarter, with mass production and revenue contribution expected next yearCITE:E14.
Market reports said Largan is extending its business into fiber array units (FAU) and could move from an indirect to a direct supplier role in NVIDIA's optical communications supply chain; Largan declined to comment on the market rumor and said it is currently focused on developing FACITE:E6.
Largan disclosed a new purchase of land and buildings in Taichung's Xitun District for about NT$606 million, acquired from Sing Guang Heat Treatment Co. (興光熱處理廠), covering roughly 1,366.695 ping of land and roughly 1,414.22 ping of buildingsCITE:E7CITE:E11. This was Largan's sixth Taichung land-and-building acquisition since the end of June, bringing the combined total of the six deals to roughly NT$6.9 billion, all aimed at future capacity expansionCITE:E8.
Largan chairman Lin En-ping said third-quarter capacity utilization will be full, with variable-aperture lenses entering mass-production shipmentCITE:E13.
Largan's August print shows a monthly rebound (+3%) that remains well below last year's level (-16% YoY), even as January-August cumulative revenue stays positive at +4% YoYCITE:E1CITE:E2. That near-term softness sits alongside a stack of forward-looking moves disclosed the same day: guidance for stronger September pull-inCITE:E3, a first CPO fiber-array order moving toward end-of-Q3 trial productionCITE:E5CITE:E14, an unconfirmed NVIDIA supply-chain upgrade rumorCITE:E6, six Taichung facility purchases totaling roughly NT$6.9 billion since end-JuneCITE:E7CITE:E8CITE:E11, and guidance for full Q3 capacity utilization with variable-aperture lenses now shippingCITE:E13. The diverging product-mix figures reported for the same monthCITE:E4CITE:E15 also underscore that even routine monthly disclosures can carry reporting variance worth cross-checking against the primary filing.
Largan Precision (大立光) reported consolidated August revenue of NT$5.012 billion, up 3% from July but down 16% from a year earlierCITE:E1.
Largan said pull-in momentum in September will be stronger than in August, driven by orders tied to new smartphone modelsCITE:E3.
Largan's August lens shipment mix by megapixel tier was reported with differing breakdowns: one account put the roughly-10-megapixel tier and the 20-megapixel-a…
Largan chairman Lin En-ping (林恩平) said the company has won its first fiber array (FA) order in the co-packaged optics (CPO) segment, with samples delivered in J…
The headline print — a 3% monthly gain still sitting 16% below last year — is the least interesting number in this disclosure. What stands out is the pattern around it: six Taichung land-and-building purchases worth roughly NT$6.9 billion since end-June, a first CPO fiber-array order already sampled and headed into trial production, and guidance for full Q3 capacity utilization with variable-aperture lenses now shipping. Together these read as capacity being built ahead of a product transition rather than a reaction to current demand. The NVIDIA supply-chain upgrade remains an unconfirmed rumor that Largan itself declined to verify, so it shouldn't be treated as fact. The concrete checkpoint worth watching is whether the FA trial-production line is actually completed by the end of the third quarter as guided — that timeline, not the rumor, is the verifiable marker for whether the CPO business is on schedule.
Google announced a €13 billion ($15.1 billion) investment in Finnish AI infrastructure to be deployed in 2027–2028, its largest single investment in Europe. The plan covers new data centers in Kajaani, Muhos, and Vaala plus an expansion in Hamina, backed by a 22-year power deal for 50% of Loviisa nuclear plant output and projected to support 37,000 construction-phase jobs and 7,000 permanent roles.
Chenbro (勤誠, 8210) reported August 2026 revenue of NT$2.457 billion, roughly flat month-on-month (-0.2%) but up 40.5% from a year earlier. Cumulative January–August revenue reached NT$19.848 billion, up 51.7% year-on-year.
Chang Hwa Bank (TWSE: 2801) reported cumulative after-tax profit of NT$15.567 billion for January through August, up 23.21% year-on-year with EPS of NT$1.29, a record for the period. The bank attributed the gain to loan, deposit, and wealth management momentum, and August alone delivered NT$2.916 billion in profit, up 29.16% year-on-year.