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Digitimes October 16, 2026 By Jingyue Hsiao positive

Tong Yang sees stronger 4Q26 margins, but shipping, costs remain risks

AI / LLM
Tong Yang Industry expects capacity utilization to reach 90%–95% in the fourth quarter of 2026, as North American aftermarket orders recover and support margins during the seasonal peak. But tight container capacity and higher raw-material costs could shape performance, deputy general manager San-Liang Huang said, as shipping remains constrained.
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