Accton approves TWD 3.013 billion budget: Morgan Stanley keeps Accton stock overweight

Published on 10/15/2026 at 10:06 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

September sales rose 66.13 percent year over year. For Accton stock, revenue was TWD 95.55 billion in the second quarter and TWD 286.40 billion in nine months.

Investment and growth figures

Accton approved a TWD 3.013 billion equipment budget on October 8, 2026.
September sales reached TWD 40.399 billion, up 66.13 percent year over year.
Accton carried a TWD 1,089.9 billion market capitalization as of October 15, 2026.

Accton, TW0002345006, Illustration mit AI erstellt.

Accton Technology (TW0002345006) approved a TWD 3.013 billion production-equipment budget on October 8, 2026, according to TTV Finance. The investment is intended to support production demand and will be funded with internal resources.

September sales set the pace

Accton's September revenue reached TWD 40.399 billion, up 66.13 percent from the same month a year earlier. Revenue for the first nine months reached TWD 286.402 billion, an increase of 62.45 percent year over year, according to the company's October 6, 2026 release.

The figures are internally calculated and unaudited. Even so, they show how sharply demand has accelerated across the company's network infrastructure business.

What does the investment mean?

The October 8 budget adds another TWD 3.013 billion to Accton's manufacturing commitment. It follows a strategy centered on higher-density switches, optical interfaces and infrastructure for artificial intelligence data centers.

Accton's shareholder letter for fiscal year 2025 reported revenue of TWD 248.320 billion and net profit after tax of TWD 26.306 billion. The company said it was expanding beyond its traditional original design manufacturing model into computing, storage and open infrastructure solutions, according to Accton Technology.

Three developments shape the story

On July 8, 2026, Accton described its fiscal year 2025 performance with TWD 248.320 billion in revenue. On October 6, 2026, September revenue reached TWD 40.399 billion, while nine-month revenue reached TWD 286.402 billion. On October 8, 2026, the board approved the TWD 3.013 billion production-equipment budget, as reported by MoneyDJ.

Growth meets a higher valuation

Accton had a market capitalization of TWD 1,089.9 billion as of October 15, 2026. Its Taiwan Stock Exchange quote was last at TWD 1,950.00 on October 15, 2026 at 1:30 p.m. Taiwan time, compared with a 52-week range of TWD 884.00 to TWD 2,825.00.

The latest investment decision therefore lands alongside rapid sales growth and a valuation that reflects expectations for continued artificial intelligence infrastructure demand. The central question is whether production capacity can expand as quickly as revenue.