Broadcom's July revenue hits record high, anticipates strong Q3 operations

Taiwanese power supply manufacturer Broadcom (8109) has achieved a new monthly revenue record, bringing in NT$212 million in July. This figure represents a 6.8% increase from the previous month and a significant 45.4% jump compared to the same period last year.

For the first seven months of 2026, Broadcom's cumulative revenue stands at NT$1.236 billion, marking a 26.9% year-on-year increase and setting a new record for this period. The company attributes this strong performance to robust demand in key sectors, including industrial automation, railway infrastructure upgrades, and the steady growth of the medical equipment market.

Looking ahead, Broadcom's management is optimistic about the third quarter, expecting the strong operational momentum to continue. The company has a long-standing focus on niche professional power supply solutions, leveraging its high customization capabilities, product stability, and international certifications to maintain a competitive edge. Despite industry-wide concerns about component shortages and price increases, Broadcom has managed its supply chain effectively since the pandemic, ensuring stable product delivery without being impacted by material shortages.