Dimerco Express Corporation (TWSE: 5609) announced that its consolidated revenue for June 2026 reached NT$3.452 billion, representing a 35.3% increase compared to the same period last year and marking the highest monthly revenue since August 2022. This also marked the third consecutive month in which the Group reached a new monthly high in nearly four years. Benefiting from continued strong shipment demand from semiconductor, AI server, and high-tech supply chain customers, Dimerco continued to leverage its supply chain management strengths to help customers address tight capacity and changes in global supply chains. As a result, the Group’s air freight revenue increased by 39.4% year-over-year, while ocean freight revenue grew by 29.7%.
For the period from January to June 2026, consolidated revenue totaled NT$16.583 billion, representing a 15.1% increase compared to the same period last year. Despite ongoing market fluctuations and continued geopolitical risks, demand from the semiconductor, AI, and high-tech manufacturing sectors continues to support steady growth in the Asia-Pacific logistics market. Dimerco has also demonstrated strong operational resilience and sustainable growth momentum.
Global manufacturing activity remained resilient in June, supported by strong shipment momentum across the semiconductor, AI server, and high-tech supply chains. This drove overall cargo volume growth across Asia, with Taiwan delivering particularly strong performance. Both air and ocean capacity remained tight. As Taiwan continues to serve as a key transshipment hub for U.S.-bound high-tech cargo, the Taipei transit hub remained fully loaded. Congestion at terminals in Bangkok and Manila also extended overall door-to-door transit times. In the ocean freight market, U.S. import demand remained strong, while carriers continued to adjust market supply through capacity management and blank sailings, helping support relatively stable freight rates on transpacific routes.
In the Middle East, following the provisional ceasefire agreement between the United States and Iran, the Strait of Hormuz has resumed toll-free transit, easing short-term fuel supply risks. However, uncertainties surrounding the ceasefire agreement remain. Developments in the Middle East, vessel insurance costs, security surcharges, and overall transportation costs may still be affected. In addition, with Southeast Asia entering the monsoon season, logistics operations continue to face a certain level of disruption, and market volatility is expected to persist.
In the air freight market, demand across major Asian export markets remained elevated, while capacity on U.S.-bound and regional routes stayed tight and freight rates remained high. On transpacific eastbound routes, early-June frontloading by U.S. importers led to a short-term shipment peak that lasted approximately two weeks, after which market volumes gradually returned to normal levels. Overall demand remained stable.
In the ocean freight market, U.S. import volumes have continued to exceed market expectations since April. Together with carriers’ ongoing use of blank sailings and capacity management strategies to maintain market supply-demand balance, this has kept capacity on transpacific routes tight and supported ocean freight rates. Near-term market demand remains supported. However, the market will need to continue monitoring changes in global demand, carrier capacity management strategies, and the impact of geopolitical factors on transportation costs.
As global supply chain restructuring continues and the AI and semiconductor industries expand rapidly, demand for cross-regional logistics integration, supply chain data transparency, and risk management capabilities continues to increase. Supply chain management is no longer solely a competition of transportation efficiency, but increasingly a competition of information transparency, supply chain visibility, decision-making speed, and overall supply chain resilience.
Looking ahead, Dimerco will continue to capitalize on long-term growth opportunities arising from global industrial realignment, high-tech industry development, and the next wave of AI-driven industrial transformation. The Group remains committed to deepening its supply chain management services, driving long-term sustainable growth, and further enhancing its corporate competitiveness.
Spokesperson: Jack Ruan +886 921-062500 / +8862 2796-3660#222
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