Dimerco Express Group (TWSE: 5609) announced that its consolidated revenue for September 2026 reached NT$3.655 billion, up 47% year on year and marking the highest monthly revenue since July 2022. Supported by continued strong 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 meet peak-season capacity requirements and navigate changes in global supply chains. As a result, air freight revenue increased 39.4% year on year, ocean freight revenue grew 62.1%, and contract logistics revenue rose 50.6%.
For the first nine months of 2026, Dimerco’s consolidated revenue reached NT$26.922 billion, representing a 23.9% increase from the same period last year. Continued demand for AI, semiconductors, high-performance computing equipment, and electronic components exports supported strong logistics demand across high-tech supply chains. As the traditional peak logistics season gets underway in the fourth quarter, year-end retail and e-commerce inventory replenishment is also expected to support global freight demand. Global manufacturing activity continued to expand in September, with the global manufacturing PMI reaching its highest level since February 2022, while new export orders also accelerated significantly, indicating continued resilience in global manufacturing and trade activity.
In the air freight market, shipments of AI servers, semiconductors, and high-tech products continued to drive demand on Asia-U.S. routes in September. Capacity remained tight on routes from Taiwan and other major technology-exporting markets in Asia to the United States, while freight rates continued to trend upward. Entering the fourth quarter, demand for technology products, AI infrastructure, semiconductors, e-commerce, and seasonal retail goods is expected to increase. In addition, ocean freight delays have prompted some urgent shipments to shift to air freight, and capacity on certain transpacific and intra-Asia routes is expected to remain tight. Dimerco recommends that customers plan shipments and secure capacity in advance to reduce the impact of peak-season capacity fluctuations on their supply chains.
In ocean freight, demand in the transpacific market remained strong. Backlogs resulting from earlier typhoons, port congestion, and schedule delays continued to be cleared, while carriers adjusted capacity through blank sailings and capacity management around China’s Golden Week holiday. As a result, capacity and freight rates on transpacific routes remained relatively high. In contrast, spot rates on Asia-Europe routes weakened as some carriers gradually resumed services via the Suez Canal, resulting in divergent market trends across major trade lanes.
Global trade policies and the transportation environment also remain subject to uncertainty. The U.S.-China trade truce has been extended through January 10, 2027, which may help reduce some policy uncertainty in the near term. However, further developments regarding tariffs and trade measures will continue to require close monitoring. The U.S. Section 301 investigation into structural overcapacity covers Taiwan, China, South Korea, Japan, and several Southeast Asian economies. Industries including semiconductors, electronics, batteries, and steel may be affected by subsequent policy measures, and further developments remain to be seen. Meanwhile, the Panama Canal has recently adjusted daily transit slots due to insufficient rainfall. If these restrictions persist, they could also affect capacity and vessel schedules on Asia-U.S. East Coast routes, making continued monitoring of policy and transportation risks important for global supply chains.
Looking ahead to the fourth quarter, Dimerco will continue to monitor logistics demand from the AI, semiconductor, and high-tech sectors, as well as logistics opportunities arising from changes in global supply chain configurations. By combining global air and ocean freight management, diversified cross-border logistics, and local logistics services, including contract logistics, customs clearance, trade compliance, and cargo transportation insurance, Dimerco will flexibly adjust capacity and transportation solutions to meet changing market conditions. Through supply chain visibility and real-time market intelligence, Dimerco will help customers plan capacity requirements in advance and flexibly adjust transportation routes, supporting supply chain resilience and operational efficiency amid peak-season capacity constraints and continued changes in global trade policies.
Spokesperson: Jack Ruan +886 921-062500 / +8862 2796-3660#222
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