News Summary:
Sercomm chairman James Wang predicted on March 11, 2026, that memory shortages and price increases will persist through the end of 2026, influenced by Middle East conflicts affecting AI data center investments and consumer reactions to smartphone price hikes. This forecast followed the company's full-year 2025 earnings report on March 9, which showed sales of TWD 53,999.43 million, a decrease from TWD 56,788.76 million a year ago. Net income for the full year reached TWD 1,202.81 million, down from TWD 2,271.01 million, with basic earnings per share from continuing operations at TWD 4.04, compared to TWD 7.74 previously. Concurrently, Sercomm announced its financial results for the fourth quarter of 2025, with consolidated net sales rising to NT$15.7 billion, marking a 16.8% year-over-year increase from NT$13.4 billion in 4Q 2024. Earlier on March 4, the company reported February 2026 net sales of NT$4.5 billion (approximately US$144.9 million), representing a 21.1% year-over-year increase from NT$3.7 billion (approximately US$119.6 million) in February 2025. Previously, on March 2, Sercomm showcased innovations across AirBroadband, advanced CPE platforms, and AI-driven edge intelligence at MWC 2026, highlighting its end-to-end Fixed Wireless Access (FWA) architecture.
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