Synnex reported consolidated revenue of NT$76.4 billion for June 2026, up 135% year over year and setting another all-time monthly record. This lifted second-quarter consolidated revenue to a record NT$201.3 billion, the first time the company has surpassed the NT$200 billion mark in a single quarter, representing 116% year-over-year and 59% quarter-over-quarter growth. First-half consolidated revenue reached NT$327.7 billion, up 77% year over year, establishing a new record for the first six months of the year.
June's strong performance was driven by continued demand for AI infrastructure, enterprise digital transformation, and semiconductor products. Revenue from the Enterprise Solutions, Semiconductor, IT Consumer, and Mobile Device businesses increased 137%, 227%, 37%, and 65% year over year, respectively. Notably, the Semiconductor, IT Consumer, and Mobile Device businesses all posted stronger year-over-year growth in June than their respective second-quarter averages, reflecting further acceleration in business momentum toward the end of the quarter.
For the second quarter, the Enterprise Solutions and Semiconductor businesses grew 152% and 164% year over year, respectively, maintaining triple-digit growth. The IT Consumer and Mobile Device businesses also delivered solid growth of 19% and 46%, respectively. For the first half of the year, the Enterprise Solutions business grew 110%, the Semiconductor business 101%, the IT Consumer business 15%, and the Mobile Device business 33%, all compared with the same period last year.
Combined first-half revenue from the Enterprise Solutions and Semiconductor businesses reached NT$259.5 billion, accounting for approximately 78% of total revenue. Their contribution exceeded 80% for the first time in the second quarter, highlighting their role as the company's primary growth drivers and reflecting the continued shift in its revenue mix toward enterprise solutions and semiconductor businesses.
From a regional perspective, Mainland China and Taiwan continued to lead growth. Revenue in Mainland China increased 110% in June, 131% in the second quarter, and 98% in the first half. Taiwan posted growth of 146%, 111%, and 98%, respectively, supported by continued demand for enterprise IT solutions and semiconductor products. Indonesia maintained solid momentum, with revenue increasing 29% in the second quarter and 26% in the first half. Australia grew 5% and 8%, while Hong Kong recorded growth of 5% and 2%, respectively. Overall, the company's major markets continued to deliver positive growth.
Synnex said it will continue to deepen its presence in the Enterprise Solutions and Semiconductor businesses, leveraging its Asia-Pacific supply chain platform to capture growth opportunities arising from enterprise digital transformation and the expanding adoption of AI.
Looking ahead to the second half of the year, continued enterprise IT upgrades, ongoing investment in AI infrastructure, and the arrival of the traditional peak season for the technology industry are expected to provide sustained support for the Enterprise Solutions and Semiconductor businesses, underpinning steady overall business growth.