August 2026 Revenue: NT$2.05B, +69.9% YoY
Original: 2026年8月 月營收 - 2,048,171千元 (MoM +13.4%, YoY +69.9%)
Summary
MPI Corporation (旺矽, 6223) posted August 2026 revenue of NT$2.05B (NT$2,048,171 thousand), surging 69.9% year-over-year and accelerating 13.4% from July — a clear high signal for sustained AI/HPC test demand. Management attributed the sharp YoY gain to continued strength in customer AI and high-performance computing chip testing requirements, lifting overall shipment momentum. YTD cumulative revenue reached NT$13.02B through August, up 54.8% versus the same eight-month period last year.
Full Translation
MPI Corporation (TWSE: 6223) — August 2026 Monthly Revenue Filing
Reporting Period: August 2026 (ROC 115-08)
Filing Date: September 12, 2026
Industry: Semiconductor
Monthly Revenue
- August 2026: NT$2,048,171K (~NT$2.05B)
- July 2026: NT$1,805,362K (~NT$1.81B)
- August 2025: NT$1,205,695K (~NT$1.21B)
- MoM Change: +13.4%
- YoY Change: +69.9%
Year-to-Date Cumulative Revenue (Jan–Aug)
- 2026 YTD: NT$13,019,987K (~NT$13.02B)
- 2025 YTD: NT$8,411,510K (~NT$8.41B)
- YTD YoY Change: +54.8%
Management Commentary (translated from 備註):
"This month's consolidated revenue grew significantly year-over-year, primarily driven by continued robust demand for AI and high-performance computing chip-related testing from customers, which boosted the company's shipment momentum."
Analyst Context: The 69.9% YoY print extends a trend of outsized growth for MPI, a probe card and semiconductor testing solutions provider whose exposure to AI/HPC wafer-level test is a direct read-through for leading-edge chip production ramp. The sequential +13.4% MoM acceleration (vs. a typical seasonal plateau in August) reinforces the thesis that AI-driven test intensity — not just unit volume — is structurally lifting ASPs and utilization at domestic Taiwan test suppliers.