Synnex reported consolidated revenue of NT$67.8 billion for May 2026, representing a remarkable 129% year-over-year increase. Revenue reached a new all-time monthly high for the third consecutive month and exceeded the previous record set in April by more than NT$10 billion. Cumulative revenue for the first five months of the year reached NT$251.3 billion, up 65% year over year, also setting a record high for the same period.
Synnex attributed its strong performance to the continued acceleration of AI adoption and enterprise digital transformation, which drove robust demand for AI servers, storage products, memory, and AI-related components.
Among the company's core businesses, the Enterprise Solutions business extended its record-setting streak to a sixth consecutive month, supported by continued triple-digit growth in AI server sales. May revenue reached NT$24.7 billion, up 161% year over year. The Semiconductor business benefited from strong demand for memory products and AI-related components, with revenue surging 228% to NT$32.1 billion, surpassing the NT$30 billion mark for the first time. Despite the traditional seasonal slowdown, the Mobile Device and IT Consumer businesses continued to post solid growth, increasing 31% and 3%, respectively, from the same period last year.
From a regional perspective, Mainland China delivered the strongest performance, with May revenue rising 168% year over year. This represented the third consecutive month of triple-digit growth and a record May performance. Taiwan and Indonesia also posted outstanding results. Revenue in Taiwan increased 53% year over year and continued to set new highs for the same period, while Indonesia extended its record-setting streak to six consecutive months, demonstrating sustained growth momentum.
For the first five months of 2026, Synnex generated consolidated revenue of NT$251.3 billion, up 65% year over year. Revenue from the Enterprise Solutions business reached NT$90.8 billion, up 103%, while the Semiconductor business generated NT$106.6 billion, up 80%, with both businesses achieving record highs. Regionally, revenue in Mainland China more than doubled from the prior year and has already approached the level recorded during the first three quarters of last year. Taiwan and Indonesia also maintained strong growth momentum, with revenue rising over 90% and 30%, respectively.
The company's strong growth this year reflects the benefits of its continued investment in digitalized supply chain platform services and the accelerated development of its AI application ecosystem. At the same time, Synnex has actively expanded its presence in high-growth areas, including AI servers, advanced storage systems, memory products, and AI-related components, enabling it to capture opportunities arising from the rapid expansion of AI infrastructure.
Looking ahead, supported by rising enterprise AI investment, improving memory market conditions, and upcoming platform launches in the second half of the year, order visibility remains strong for both the Enterprise Solutions and Semiconductor businesses. Synnex will continue to strengthen its portfolio of high-value-added products and solutions, deepen partnerships with leading global technology brands and customers, and capitalize on the next wave of growth opportunities driven by AI and digital transformation, further strengthening its scale and market competitiveness.