PCC (6141) Reports May 2026 Revenue of NT$181.7 Million, Up 32.1% Year-on-Year

Company Code: 6141 Company Name: PCC Industry: Electronic Components Reporting Month: May 2026 Monthly Revenue: NT$181,668 thousand (NT$181.7 million) Year-on-Year Change: +32.1%

Keywords: Monthly Revenue, Electronic Components Industry

PCC, headquartered in Taiwan, is a leading manufacturer of printed circuit boards (PCBs) and high-density interconnect (HDI) substrates. For May 2026, the company reported revenue of NT$181,668 thousand (approximately NT$181.7 million), marking a significant 32.1% increase compared to NT$137,500 thousand in the same month last year. This growth is attributed to rising demand for high-layer PCBs used in AI servers and high-performance computing (HPC) systems, increased automotive electrification, and sustained investments in telecommunications infrastructure, particularly 5G-related projects.

The broader industry has seen a recovery in order volumes from ODM/OEM clients as semiconductor supply chain inventory normalization progresses in 2026. PCC has been gaining market share, particularly in industrial and automotive applications where high reliability is critical, leveraging its technological strengths. To differentiate from mainland Chinese competitors, the company is actively diversifying its production footprint across Taiwan and Southeast Asia.

Financially, PCC has now achieved seven consecutive months of year-on-year revenue growth, fueling market speculation of an upward revision to its full-year 2026 guidance. Gross margins have also improved year-on-year, driven by a higher mix of high-value-added products. Looking ahead, new design wins in AI edge devices and next-generation vehicular communication systems (V2X) are expected to become key revenue drivers.

Key upcoming catalysts include the full-year outlook update during the Q2 2026 earnings call scheduled for July 2026 and potential strategic partnerships with major U.S.-based AI infrastructure providers. The stock price has been trading near year-to-date highs, reflecting strong fundamentals, with most foreign brokerage firms maintaining 'Buy' ratings on the stock.