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- Acter Reports Record February and First Two-Month Revenue for the Same Period, Driven by Strong AI Infrastructure Investment
2026-03-09
Acter Reports Record February and First Two-Month Revenue for the Same Period, Driven by Strong AI Infrastructure Investment
Acter Group Co., Ltd. ("Acter", Taipei Stock Exchange: 5536), a leading provider of clean room mechatronic engineering, today announced its consolidated revenue for February 2026 reached NT$2.74 billion, representing a year-over-year increase of 3%. Cumulative consolidated revenue for the first two months of 2026 totaled NT$6.41 billion, marking a year-over-year growth of 21%. Despite a significant reduction in the number of working days in February due to the holiday period, Acter continued to benefit from its strong order backlog and steady progress in project execution across multiple regions. As a result, both monthly revenue and cumulative revenue for January–February reached record highs for the same period in the company’s history, demonstrating the Group’s solid order-taking capability and execution strength amid the global boom in high-tech facility construction.
Looking at recent industry developments, major U.S. technology companies including Alphabet, Amazon, Meta, and Microsoft are expected to collectively allocate approximately US$650 billion in capital expenditures in 2026, marking a record high for U.S. corporate investment. This trend highlights the accelerating pace of global AI infrastructure investment. Acter noted that in recent years, the rapid expansion of artificial intelligence (AI) and high-performance computing (HPC) applications has triggered a new wave of AI infrastructure investment and technological competition. As a result, industries across the semiconductor, electronic components, and broader high-tech supply chains have initiated another round of capacity expansion and facility construction projects. In particular, next-generation manufacturing facilities designed to support AI-related production demand advanced cooling systems, high-power capacity, and extremely stringent cleanroom standards. These increasingly complex technical requirements significantly raise the construction and engineering thresholds for such facilities, which in turn creates favorable conditions for Acter to secure new orders and expand its business opportunities.
Acter stated that the Group will continue to drive growth through its core technological capabilities, lean management practices, and global expansion strategy, while actively expanding its overall operational scale. Leveraging years of experience in advancing project engineering digitalization and standardized workflows, Acter has continuously enhanced project execution and management efficiency. The Group has also invested significantly in cultivating high-level professional talent and strengthening system integration capabilities, enabling it to deliver high-quality, highly reliable, and highly customized turnkey engineering solutions to clients across a wide range of industries. By assisting customers in improving facility construction efficiency and investment returns, Acter not only helps optimize clients’ project outcomes but also strengthens the Group’s global market competitiveness, laying a solid foundation for sustained business growth in the future.
Looking ahead to the first quarter of 2026, Acter maintains a positive and optimistic outlook. The Company noted that its order backlog remains at a historical high, providing strong visibility for future revenue growth. Amid the continued expansion of AI, advanced semiconductor processes, and high-tech industries, global companies are accelerating capital expenditures and facility construction projects across multiple regions. Against this backdrop, Acter will continue to implement its multi-regional, multi-industry, and multi-discipline strategy, further strengthening the Group’s vertical and horizontal resource integration capabilities. At the same time, the Company aims to optimize its order mix and actively pursue large-scale overseas turnkey engineering projects, which is expected to further drive the Group’s operational performance to new heights in the future.
*The number is unaudited.
Acter Consolidated Sales Report:
Unit: NTD thousand;%
| 2026 | 2025 | YOY(%) | |
| February | 2,744,753 | 2,671,767 | 2.73 |
| Jan. to Feb. | 6,410,994 | 5,313,346 | 20.66 |
IR Contact:
Acter’s Spokesperson Jeff Liang (04)2258-1516 IR@acter.com.tw
IR Trust Vice President Sandy Cheng (02)2585-5701 sandy@ir-trust.tw