
網通廠中磊電子公布9月營收68.1億元,年增47%;第三季營收218.3億元,創單季營收新高紀錄。累計前三季營收590.9億元,年增54.2%,已超越去年全年營收。
AI-generated summary
網通設備需求隨AI應用與新興寬頻服務普及而增長。
網通中磊電9月份營收68.1億元,較去年同期營收46.2億元,年增47%。第三季營收達218.3億元,季增5.9 %,年增48%,再次創單季營收新高紀錄,連續六季成長。累計1月至9月份營收590.9億元,較去年同期營收383.2億元,年增率達54.2%。中磊前三季營收,除創同期新高,亦已超越去年全年營收540億元。
中磊表示,AI人工智慧應用蓬勃發展,致使龐大網路資料流量激增。此外,新興寬頻服務如:影音串流娛樂、智慧物聯網及遠距監控等應用日益普及,加速寬頻基礎設備更新需求。電信運營商搶搭商機,紛紛加速用戶端設備升級,以進一步擴展營運規模。
中磊指出,主力產品包括有線電視Cable DOSIS 4.0設備、10G PON光纖設備、5G FWA固網行動接取設備、企業級網通設備及邊緣AI智慧監控設備等,客戶訂單需求強勁。
中磊將參展10 月 13 至 15 日,在奧地利維也納舉辦的 Network X 2026歐洲全球網路與電信產業大會。中磊將展出Wi-Fi 8無線高速傳輸、AI智慧家庭應用與 50G PON次世代超高速光纖等前瞻性技術產品,涵蓋有線電視、光纖與融合存取網路等多種寬頻網路應用場景。
AI outlook — possibilities, not facts
參展 Network X 2026 歐洲全球網路與電信產業大會
Very likely · Within days

The Ministry of Finance held a unified invoice lottery from July to August. Keelung City Quanlianyi's second store issued a special prize of 10 million yuan. Another unified supermarket in Qidu District issued a special prize of 1 million yuan for cloud invoices. The lucky winner only spent 39 yuan. The IRS reminds people to claim their prizes between October 6 and January 5 next year.

On Monday, the euro fell to 1.12 against the dollar, a 17-month low. Investors' concerns about the stability of euro zone bonds, especially French debt, have intensified, causing the gap between French and German bond yields to widen. Analysts pointed out that a weaker euro may further exacerbate inflationary pressures.

The anniversary celebration of Shin Kong Mitsukoshi Taipei Xinyi Xintiandi will be held on October 15. This year’s performance target is set at 6.38 billion yuan, with an expected growth of 3%. Through the three major driving forces of new venues, new topics and new products, combined with more than a thousand brands and multiple large-scale activities, we will make an all-out effort to gain momentum.

HTC benefited from the expansion of AI glasses, and its revenue in September reached 339 million yuan, a monthly increase of approximately 37.8% and an annual increase of approximately 12.6%, setting a new revenue high in the past 17 months. Revenue in the third quarter was approximately 760 million yuan, a quarterly increase of approximately 24.63%.

Cathay Investment Bank held a press conference on its outlook for the fourth quarter of 2026 and pointed out that the global market is facing pressure from oil prices, inflation and interest rate increases, but the AI industry's capital expenditures are expanding, corporate profits are strong, and technology stocks are supported by fundamentals. Taiwan's economic growth rate for the year is expected to be 12%.

Acer Information announced September revenue of NT$1.53 billion, a monthly increase of 30.74% and an annual increase of 97.4%. In the third quarter, consolidated self-financed revenue reached NT$3.82 billion, an annual increase of 74%, a record high for both a single month and a single quarter, mainly driven by digital transformation and AI application demand.