Compal: Returning to Growth Path in 2026, Formulating 4 Major Operating Plans
Compal is targeting 2026 as a pivotal year for a return to growth, driven by a $529 million investment in North America and a strategic pivot to AI servers and non-PC businesses to counter sluggish traditional device markets.
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- 📰 Published: April 28, 2026 at 22:01
- 🔍 Collected: April 28, 2026 at 22:31 (30 min after Published)
- 🤖 AI Analyzed: April 28, 2026 at 22:35 (3 min after Collected)
Central News Agency (Taipei, April 28) - Contract manufacturer Compal released its annual shareholders' meeting operating report today. Compal regards 2026 as the year to return to a growth path. To accelerate growth and respond to geopolitical developments and market changes, it has formulated four major operating plans: focusing on core customers and technologies, strengthening supply chain resilience and agility, expanding global manufacturing, and investing in human capital.
Regarding the focus on core customers and technologies, Compal will deepen relationships with core customers and continue to invest in growth-oriented areas. To strengthen supply chain resilience, Compal is implementing proactive material planning to enhance supply stability.
In response to geopolitical trends and customer needs, Compal will strengthen its production layout in the United States, Vietnam, and Taiwan. The company is pushing forward a $529 million (approx. NT$16.67 billion) North American investment project. New capacity at its Texas plant is expected to enter mass production in the second half of 2026, while expansion projects in Taiwan and Vietnam are also progressing.
Additionally, Compal continues to invest in and cultivate talent as a vital foundation for enterprise transformation and growth.
Compal Chairman Ray Chen stated in the operating report that many uncertainties remain in the global market for 2026. According to IDC forecasts, the traditional device market will face downward pressure, with shipments of notebooks and smartphones potentially declining due to rising raw material and component costs and memory supply volatility.
However, he also mentioned that demand for AI applications and AI infrastructure remains strong. The server industry is expected to remain the mainstream for growth in 2026.
Chen said Compal's direction is clear: to accelerate business diversification, increase the proportion of non-PC business, and build a foundation through AI digital transformation and cultural reinvention to meet Compal's next growth curve.
Regarding the focus on core customers and technologies, Compal will deepen relationships with core customers and continue to invest in growth-oriented areas. To strengthen supply chain resilience, Compal is implementing proactive material planning to enhance supply stability.
In response to geopolitical trends and customer needs, Compal will strengthen its production layout in the United States, Vietnam, and Taiwan. The company is pushing forward a $529 million (approx. NT$16.67 billion) North American investment project. New capacity at its Texas plant is expected to enter mass production in the second half of 2026, while expansion projects in Taiwan and Vietnam are also progressing.
Additionally, Compal continues to invest in and cultivate talent as a vital foundation for enterprise transformation and growth.
Compal Chairman Ray Chen stated in the operating report that many uncertainties remain in the global market for 2026. According to IDC forecasts, the traditional device market will face downward pressure, with shipments of notebooks and smartphones potentially declining due to rising raw material and component costs and memory supply volatility.
However, he also mentioned that demand for AI applications and AI infrastructure remains strong. The server industry is expected to remain the mainstream for growth in 2026.
Chen said Compal's direction is clear: to accelerate business diversification, increase the proportion of non-PC business, and build a foundation through AI digital transformation and cultural reinvention to meet Compal's next growth curve.