Synnex reported consolidated revenue of NT$29.7 billion for February 2026, up 6% year-over-year. Cumulative revenue for the first two months reached NT$70.3 billion, increasing 23% from a year earlier, with both figures marking record highs for the same period. The company said continued demand growth in the Semiconductor and Enterprise Solutions businesses supported the steady improvement in overall business momentum.
From a cumulative revenue perspective, all four of Synnex's core businesses recorded growth. The Semiconductor business expanded 34% year over year, reaching the second-highest level on record for the period, while the Enterprise Solutions business grew 23%, setting a new record for the same period. Meanwhile, the IT Consumer business rose 12% and the Mobile Device business increased 3%, further supporting the company’s overall revenue expansion.
For February alone, Semiconductor revenue totaled NT$12.5 billion, up 15% year-over-year and representing the second-highest February level on record. The Enterprise Solutions business generated NT$8.9 billion, increasing 10% year over year, and has set new monthly revenue records for three consecutive months. The IT Consumer and Mobile Device businesses were affected by seasonal factors. Synnex noted that February had about 30% fewer working days than the same period last year, while tight smartphone supply also constrained shipments, resulting in a 6% year-over-year decline in the IT Consumer business and a 19% decline in the Mobile Device business.
Regionally, Taiwan, China, and Hong Kong were more significantly affected by the Lunar New Year holiday, with February revenue declining by between 7% and 12% year over year. Some overseas markets, however, maintained solid growth momentum. Indonesia posted 14% year-over-year growth and extended its streak of record monthly revenue to six consecutive months, while Australia and New Zealand recorded 16% growth, reaching the second-highest level on record for the period.
Looking ahead, Synnex noted that demand for the Semiconductor and Enterprise Solutions businesses remains on a stable growth trajectory and will continue to serve as the company’s primary growth drivers. As working days normalize and supply chain conditions gradually improve, the IT Consumer and Mobile Device businesses are also expected to recover progressively, supporting steady overall business momentum.