August 2026 Revenue: NT$5.09B, +40.5% YoY
Original: 2026年8月 月營收 - 5,092,599千元 (MoM +8.2%, YoY +40.5%)
Summary
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.
Full Translation
Vanguard International Semiconductor (TWSE: 5347) — Monthly Revenue Disclosure, August 2026 (ROC 115/08)
Filing date: September 11, 2026
MONTHLY REVENUE
• August 2026 (current month): NT$5,092,599K = NT$5.09B
• July 2026 (prior month): NT$4,705,722K = NT$4.71B → MoM change: +8.2%
• August 2025 (same month LY): NT$3,625,233K = NT$3.63B → YoY change: +40.5%
YEAR-TO-DATE CUMULATIVE REVENUE (January – August)
• Jan–Aug 2026: NT$36,574,795K = NT$36.57B
• Jan–Aug 2025: NT$30,886,681K = NT$30.89B
• YTD YoY change: +18.4%
CONTEXT
VIS is a specialty foundry operating primarily at mature nodes (0.11µm–0.5µm), with revenue weighted toward analog/mixed-signal, power management ICs, display drivers, and sensors. Its demand profile is more correlated with automotive/industrial restocking cycles and consumer electronics recovery than with leading-edge AI or HBM buildout. The +40.5% YoY print marks the strongest monthly growth rate in the disclosed trailing periods and signals that specialty node utilization has recovered sharply from the 2025 inventory correction trough. The sequential +8.2% MoM acceleration (versus a typical flat-to-mild seasonal August) adds further weight to the upturn narrative.