Dimerco Express Corporation (TWSE: 5609) announced that its consolidated revenue for May 2026 reached NT$3.24 billion, representing a significant 39% increase compared to the same period last year and marking the highest monthly revenue since September 2022. Benefiting from continued strong shipment demand from semiconductor and AI server customers, the Group’s air freight volume increased by nearly 30% year-over-year. Ocean freight volume declined slightly compared to the same period last year, while overall freight volume continued to maintain steady growth.
For the period from January to May 2026, the Group’s air freight volume increased by approximately 20% year-over-year, while ocean freight volume grew by nearly 10%. Consolidated revenue totaled NT$13.132 billion, representing a 10.7% increase compared to the same period last year. Despite ongoing market fluctuations and geopolitical uncertainties, demand from the semiconductor and AI sectors continues to support growth in the Asia-Pacific logistics market. Dimerco has also demonstrated strong operational resilience and sustainable growth momentum.
The market continues to closely monitor developments surrounding the Strait of Hormuz and the broader Middle East situation, particularly regarding their potential impact on global energy supply and transportation markets. Although some oil tankers and liquefied natural gas (LNG) carriers have gradually resumed transit, improving regional energy flows, geopolitical uncertainties continue to influence fuel prices, insurance costs, and transportation expenses. In response to these potential risks, companies are placing greater emphasis on supply chain resilience, network diversification, and inventory management strategies.
In the air freight market, following recent talks between the United States and China, export restrictions and tariff policies related to certain high-tech products have become clearer, reducing uncertainty around trade policy. Air cargo demand between China and the United States has also shown signs of stabilization. Some high-tech companies have resumed direct air freight services from China to the United States, reducing reliance on transshipment hubs such as Singapore, Thailand, and Taiwan. At the same time, sustained demand for semiconductors and AI servers continues to drive Taiwan’s export volumes to the United States. As a result, capacity on U.S.-bound and regional routes remains tight, contributing to an upward trend in freight rates.
In the ocean freight market, fluctuating energy prices and geopolitical risks have prompted some companies to continue advancing shipment schedules to mitigate potential future supply chain disruptions and rising transportation costs. This trend has increased vessel space utilization and supported higher ocean freight rates. In response to fuel price volatility, major shipping lines have also increased the frequency of bunker surcharge adjustments from quarterly to monthly to reflect cost changes more promptly.
As global supply chain restructuring continues and the AI and semiconductor industries further expand, demand for cross-regional logistics solutions, supply chain visibility, 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, decision-making speed, and operational resilience.
Dimerco remains committed to strengthening its global network and digital transformation capabilities. By integrating its worldwide operations, supply chain management expertise, and digital technology applications, the Group continues to enhance its ability to create value and competitive advantages for customers. Dimerco helps customers achieve the optimal balance among costs, capacity constraints, and geopolitical challenges while further strengthening supply chain resilience and competitiveness. Looking ahead, Dimerco will continue to capitalize on long-term growth opportunities arising from global supply chain restructuring, advancements in high-tech industries, and AI-driven industrial transformation. The Group remains committed to enhancing supply chain management value, driving sustainable business growth, and creating long-term value for shareholders.
Spokesperson: Jack Ruan +886 921-062500 / +8862 2796-3660#222
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