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PC slump hits Darfon, but MLCCs, green energy keep 2026 growth on track

What happened

Darfon Electronics reported third-quarter 2026 consolidated revenue of NT$7.011 billion (US$214 million), up 7.8% year-over-year but down about 6.7% quarter-over-quarter. The company said notebook and PC demand weakened after higher raw material and component costs pushed up end-product prices, dragging down its IT peripherals business, which accounts for about 40% of revenue; although its green energy and integrated components businesses maintained year-over-year growth, they were not enough to offset the decline. The body gives no MLCC-specific figures; the title states that MLCCs and green energy keep 2026 growth on track.

Impact and signal

Medium impactImpact score: 30/100

Affected components and suppliers

notebookPCIT peripheralsMLCCgreen energyintegrated components
Darfon Electronics
Q3 2026 revenueweak notebook/PC demandIT peripherals 40% of revenueMLCCgreen energy

Source and time

Source: DigiTimes Asia · 11/3/2026 · View original source

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