5347
世界先進
Source: dsi_quarterly · analyst_consensus (internal DB). DSI from quarterly filings; consensus as of collection.
Suppliers
Vanguard International Semiconductor
Customers
Competitors
Notes
Vanguard International Semiconductor (VIS) is a TSMC-affiliated specialty foundry focused on mature-node analog/power/display-driver ICs. In 2024 VIS announced a joint venture with NXP (VSMC) to build a 12-inch fab in Singapore, expanding capacity for automotive and industrial analog/mixed-signal production. Note: ticker 5347 is a Taiwan (TPEx) listing, not KRX — the company is Taiwanese, not Korean.
Vanguard International Semiconductor reported Q2 2026 revenue of NT$26.8B with an operating margin of approximately 18.6%, reflecting stable demand for its specialty mature-node foundry services. Net income after tax reached NT$5.1B, slightly exceeding operating income of NT$5.0B on the back of a NT$762M net non-operating income gain. Basic EPS of NT$2.84 represents a solid result consistent with the company's positioning as a leading specialty analog/power foundry.
Vanguard International Semiconductor (VIS) reported August 2026 monthly revenue of NT$5.09B (NT$5,092,599K), accelerating +8.2% month-over-month from NT$4.71B in July and surging +40.5% year-over-year from NT$3.63B in August 2025. The outsized YoY gain reflects a sustained recovery in specialty foundry utilization — VIS's core exposure spans analog, power management, and display driver ICs serving automotive and industrial end-markets rather than direct AI/HBM compute. YTD cumulative revenue through August reached NT$36.57B, up +18.4% versus the NT$30.89B recorded in the same eight-month window of 2025.
Vanguard International Semiconductor (5347) filed this material disclosure on behalf of its designated important subsidiary, VisionPower Semiconductor Manufacturing Company Pte. Ltd. (a Singapore-incorporated entity), announcing the record date (基準日) for a cash capital increase at that subsidiary. A cash capital increase at a material subsidiary indicates new equity is being injected, which may signal capacity expansion, balance-sheet strengthening, or preparation for a future listing; investors should monitor the full MOPS filing for subscription size, pricing, and use of proceeds. Full body available on MOPS.
Vanguard International Semiconductor announced, on behalf of its material subsidiary VisionPower Semiconductor Manufacturing Company Pte. Ltd., that the board of directors has resolved to proceed with a cash capital increase through the issuance of new shares. This is significant to investors as it indicates a capital injection into the Singapore-incorporated subsidiary, which may affect Vanguard's consolidated financials, ownership structure, or future capacity expansion plans. Full body available on MOPS.
Vanguard International Semiconductor issued an official statement regarding a fire incident at its Wafer Fab 3 facility in Taoyuan, Taiwan. A fire event at a wafer fabrication plant is highly material to investors due to potential disruption to production capacity, equipment damage, delivery commitments, and financial impact. Full details — including cause, scope of damage, and operational impact — are available in the announcement body on MOPS.
Vanguard International Semiconductor (5347) reported July 2026 monthly revenue of NT$4.71B, up 30.3% year-over-year, extending a double-digit YoY growth streak consistent with the ongoing analog and specialty foundry upcycle off a weak 2025 base. The -21.3% sequential decline from June's NT$5.98B reflects typical month-end shipment front-loading and seasonal softness rather than demand deterioration — Vanguard's PMIC, display driver, and MCU-focused capacity remains well-utilized. YTD revenue through July reached NT$31.48B (+15.5% vs. the same seven-month period in 2025), confirming the structural recovery trajectory in the specialty foundry segment.
Vanguard International Semiconductor has announced the record date (增資基準日) for a new-share capital increase tied to its restricted employee stock (限制員工權利新股) program. This date establishes when new shares will be formally issued to eligible employees whose restriction periods have lapsed or are lapsing, resulting in a modest dilution to existing shareholders. Full body available on MOPS.
Vanguard International Semiconductor convened its second-quarter institutional investor conference on August 4, 2026 (ROC Year 115), providing a formal forum for management to discuss Q2 operating results, capacity utilization, and near-term outlook with analysts and institutional shareholders. Such conferences typically include prepared remarks and a live Q&A, making them a key disclosure event for tracking the company's foundry cycle positioning. Full body available on MOPS.
Vanguard International Semiconductor's Board of Directors has formally approved the company's consolidated financial statements for the second quarter of 2026 (Republic of China Year 115). This is a mandatory periodic disclosure under Taiwan's Securities and Exchange Act, signalling the completion of the board review process required before regulatory submission. Full financial data and any accompanying notes are available on the MOPS disclosure platform.
Vanguard International Semiconductor's board of directors resolved to recall and cancel restricted employee rights shares (restricted stock awards) that have been forfeited, with a corresponding reduction in registered capital. This is a routine administrative procedure under Taiwan's restricted stock award framework: unvested shares forfeited by departing or non-qualifying employees must be bought back and cancelled, reducing paid-in capital by the par value of the cancelled shares. Full body available on MOPS.
Vanguard International Semiconductor's Board of Directors has approved a capital budget covering machinery, equipment, and related factory/facility equipment for both the company and its subsidiaries. For a pure-play foundry, capex authorisations are a key indicator of capacity strategy and near-term utilisation outlook. Full body available on MOPS.
Vanguard International Semiconductor (TPEx: 5347) reported Q1 2026 revenue of NT$12.5B and net income of NT$2.16B, translating to basic EPS of NT$1.22. Operating income came in at NT$2.09B (operating margin ~16.6%), with non-operating income contributing an additional NT$350M. Results reflect steady utilization at the 8-inch foundry amid ongoing mature-node demand from power management and display driver customers.
Vanguard International Semiconductor has disclosed that its Board of Directors is scheduled to meet on August 3, 2026 to review and approve the company's consolidated financial statements for the second quarter of fiscal year 2026 (ROC Year 115). This is a routine pre-disclosure required under TWSE listing rules and indicates the date on which Q2 interim results will be formally adopted. Full body available on MOPS.
Vanguard International Semiconductor has announced it will host an online investor conference (法人說明會) on August 4. Such briefings typically feature management presentations and Q&A covering recent financial results, capacity outlook, and business strategy. Full body available on MOPS.
Vanguard International Semiconductor (5347) posted June 2026 monthly revenue of NT$5.98B (NT$5,976,507K), surging 33.6% year-over-year and 40.9% month-over-month — one of the strongest sequential jumps in recent quarters. As a specialty foundry concentrated in PMIC, DDIC, and analog ICs, the acceleration points to a pronounced mid-cycle restocking wave rather than direct AI/HBM exposure, consistent with a broadening semis upcycle beyond leading-edge nodes. YTD cumulative revenue of NT$26.78B is tracking +13.2% above the prior-year pace, suggesting the recovery has durable breadth beyond a single-month spike.
Vanguard International Semiconductor has announced a conversion price adjustment for its first series of offshore unsecured convertible bonds (海外第一次無擔保轉換公司債). Such adjustments are typically triggered by corporate actions — most commonly a cash dividend distribution — that activate anti-dilution provisions embedded in the bond indenture, lowering the conversion price and thereby increasing the number of shares into which each bond may be converted. Equity investors should note that a lower conversion price raises potential dilution upon conversion; full terms are available on MOPS.
The company announced, on behalf of its important subsidiary VisionPower Semiconductor Manufacturing Company Pte. Ltd. (VSMC), the record date for a cash capital increase. VSMC is the Singapore-based 12-inch wafer fab joint venture with NXP, and additional capital injections are material to funding its ongoing fab build-out. Full body available on MOPS.
The company announced on behalf of its important subsidiary VisionPower Semiconductor Manufacturing Company Pte. Ltd. (VSMC) that VSMC's board of directors has resolved to conduct a cash capital increase through the issuance of new shares. This is material for investors as it signals additional funding for the Singapore-based 12-inch fab joint venture (with NXP), likely tied to capex requirements, and may affect the parent company's ownership stake and consolidated financials depending on subscription participation. Full body available on MOPS.
The company announced an adjustment to the cash dividend payout ratio (per-share cash dividend amount) under its FY2025 (民國114年) earnings distribution plan. This directly affects shareholder cash returns and the upcoming dividend payment. Full body available on MOPS.
Vanguard International Semiconductor (5347.TW) reported May 2026 revenue of NT$4.24B, up 19.5% YoY and 5.3% MoM, marking sequential acceleration from April. YTD revenue reached NT$20.80B (+8.5% YoY), suggesting strengthening 8-inch foundry demand likely tied to power management, display driver, and AI-adjacent specialty IC orders.
The company issued a correction announcement regarding the determination of the record date for its cash dividend distribution. This is a routine administrative update clarifying the date on which shareholders must be on record to be entitled to receive the declared dividend. Full body available on MOPS.
The company announced the suspension period during which holders of its first overseas unsecured convertible bonds may not exercise conversion rights into common shares. Such blackout periods are routine and typically tied to record dates for shareholder meetings, dividend distributions, or capital adjustments. Full body available on MOPS.
The company announced its board has determined the record date for an upcoming cash dividend distribution to shareholders. This is a routine procedural step following prior dividend approval, fixing entitlement for shareholders of record. Full body available on MOPS.
The company announced a change in its Chief Information Security Officer (CISO). Personnel changes in cybersecurity leadership are typically routine governance matters but may signal shifts in the company's information security posture or internal risk management. Full body available on MOPS.
Vanguard International Semiconductor announced material resolutions passed at a shareholders' meeting of its important subsidiary, VisionPower Semiconductor Manufacturing Company Pte. Ltd. (VSMC), the Singapore-based 12-inch fab joint venture with NXP. Specific resolutions are not disclosed in the subject line and may relate to capital, board composition, or other governance matters affecting the JV's strategic execution. Full body available on MOPS.
Vanguard International Semiconductor disclosed on behalf of its key subsidiary, Vanguard International Semiconductor Singapore Pte. Ltd. (the former GlobalFoundries Fab 3E acquired in 2024), material resolutions passed at the subsidiary's shareholders' meeting. The specific resolutions are not detailed in the subject line and likely cover routine governance items such as financial statement approval or director appointments. Full body available on MOPS.
The company has disclosed the material resolutions passed at its 2026 Annual General Meeting of Shareholders (ROC year 115). AGM resolutions typically cover financial statement ratification, earnings distribution (dividends), director/supervisor elections, and amendments to company charters — all of which can be material to shareholders. Full body available on MOPS.
Vanguard International Semiconductor has announced the record date (base date) for a capital increase through the issuance of restricted new shares to employees, a form of equity-based compensation. This establishes the key date governing share allocation and dilution timing under the company's restricted stock incentive plan. Full body available on MOPS.
Vanguard International Semiconductor (VIS) reported April 2026 revenue of NT$4.03B, up 9.6% YoY but down 18.5% MoM from March's NT$4.94B. The YoY growth points to continued mature-node foundry demand (power management, display driver ICs), though the sharp sequential pullback suggests order pacing softness or a March pull-in effect rather than sustained AI-cycle acceleration.