Taiwan companies post robust H1 earnings as semiconductor market surges

Server‑chassis maker 勤誠 (QCT) reported record first‑half earnings, with H1 EPS of TWD 21.83 and consolidated revenue of TWD 173.9 billion, up 53% year‑on‑year. July revenue of TWD 24.62 billion missed market expectations, triggering a stock‑price drop.

Logistics provider Dimerco Express Corp. posted July revenue of NT$3.27 billion, a 37.8% increase from a year earlier, and YTD revenue of NT$19.85 billion, up 18.3%, driven by strong demand from semiconductor, AI‑server and high‑tech customers.

Apparel and outdoor‑wear group 光隆 announced July revenue of TWD 9.03 billion, up 17.3% month‑on‑month, and H1 EPS of TWD 1.39, aided by asset disposals and higher‑margin product lines.

Chang Hwa Bank (彰銀) recorded July pre‑tax profit of TWD 24.09 billion and H1 EPS of TWD 1.12, a 22% year‑on‑year rise, supported by core banking and fee‑income growth.

Taiwan’s restaurant sector saw major chains such as 王品, 漢來, 全家餐飲 and 揚秦 post revenue gains of 12‑19% and profit growth outpacing revenue, with EPS ranging from TWD 2.90 to TWD 9.86.

The World Semiconductor Trade Statistics (WSTS) forecast global semiconductor sales to reach US$1.655 trillion in 2026, a 108% increase year‑on‑year, with memory revenue expected to more than triple, underscoring the sector’s role in the strong corporate results.