Dimerco Express Group (TWSE: 5609) announced that its consolidated revenue for August 2026 reached NT$3.415 billion, representing a 39.1% year-over-year increase. Supported by resilient logistics demand from the semiconductor, AI server, and high-tech sectors, Dimerco continued to leverage its global supply chain management capabilities and cross-regional logistics services to help customers navigate supply chain adjustments and changing market conditions. As a result, air freight revenue increased 34.3% year over year, ocean freight revenue grew 48.4%, and contract logistics revenue increased 37.8%.
For the first eight months of 2026, Dimerco’s consolidated revenue reached NT$23.268 billion, an increase of 20.9% compared with the same period last year. Amid ongoing global supply chain adjustments and divergent market demand, demand related to semiconductors, AI, and high-tech industries continued to provide important support for the Asia-Pacific logistics market. Dimerco continued to leverage its global operating network and supply chain management capabilities to help customers improve supply chain efficiency and operational resilience.
In August, global manufacturing PMI remained in expansion territory, although growth momentum moderated. Demand related to AI and semiconductors remained resilient, while volumes in traditional consumer markets softened. At the same time, continued changes in global trade policies and import and export regulations have increased corporate attention to Importer of Record (IOR) management, tariff management, and import and export compliance. The continued development of cross-border e-commerce in Europe has also increased demand for integrated customs clearance, warehousing and distribution, and cross-border logistics capabilities.
Typhoons disrupted capacity and operations at major ports including Shanghai, Ningbo, Yantian, and Hong Kong, resulting in cargo backlogs that extended into September. Although overall ocean freight demand has gradually cooled, freight rates on major trade lanes remained relatively elevated due to capacity adjustments and tightening supply. In addition, tariff measures imposed by the United States under Section 301 on relevant products continued to create uncertainty for supply chain costs and global footprint planning across industries including semiconductors, electronics, batteries, and steel.
In the August freight market, capacity remained tight across major air freight routes from Taiwan, with freight rates generally increasing. Demand for exports of AI, semiconductor, and high-tech products continued to absorb capacity on transpacific routes. The Incheon (ICN) transshipment market in South Korea also remained tight, with load factors on Asia-US routes approaching 90%.
In ocean freight, congestion persisted at the ports of Shanghai and Ningbo following the typhoons. Capacity remained tight on routes from South and Southeast Asia to Europe and North America, with freight rates increasing on certain lanes. In air freight, capacity remained relatively constrained across most Asian origins, while cargo backlogs emerged from India to Europe and the US West Coast. Disruptions to flight and port operations caused by monsoons and typhoons remained one of the key risks to supply chain operations across Asia.
Amid divergent market demand, capacity adjustments, and continued changes across global supply chains, Dimerco will continue to integrate global air freight, ocean freight, multimodal transportation, and contract logistics services. By leveraging its global operating network, digital platforms, and local expertise, Dimerco will flexibly adjust transportation and supply chain solutions to help customers navigate uncertainties related to tariff policies, capacity allocation, cost fluctuations, and geopolitical developments. Dimerco will also address customers’ varying requirements for import and export compliance, customs clearance, and supply chain integration across different markets, helping enhance supply chain visibility, efficiency, and resilience.
Looking ahead, as global supply chain restructuring continues to deepen and the AI, semiconductor, and high-tech industries continue to expand rapidly, demand for cross-regional logistics integration, supply chain visibility, and risk management capabilities is expected to increase. Dimerco will continue to deepen its global supply chain management services by combining its worldwide operating footprint, digital capabilities, and local service expertise. This will enable customers to capitalize on opportunities arising from shifts in industry footprints, strengthen the competitiveness of their global supply chains, and further reinforce Dimerco’s long-term competitive advantages.
Spokesperson: Jack Ruan +886 921-062500 / +8862 2796-3660#222
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