July 2026 Revenue: NT$1.81B, +66.5% YoY
Original: 2026年7月 月營收 - 1,805,362千元 (MoM -1.5%, YoY +66.5%)
Summary
MPI Corporation (旺矽, TWSE: 6223) posted July 2026 revenue of NT$1.81B, surging 66.5% year-over-year as AI and high-performance computing chip testing demand remained persistently strong. Revenue dipped a modest 1.5% month-over-month from NT$1.83B in June, a minor sequential pause within an otherwise steep uptrend. Year-to-date revenue through July reached NT$10.97B, up 52.3% versus the same seven-month period in 2025, confirming broad-based acceleration in the company's semiconductor test business.
Full Translation
MPI Corporation (旺矽, TWSE: 6223) — Semiconductor Industry
Reporting Period: July 2026 (ROC 115-07) | Filing Date: August 15, 2026
MONTHLY REVENUE
• July 2026: NT$1,805,362K (NT$1.805B)
• June 2026: NT$1,832,915K (NT$1.833B) | MoM: -1.5%
• July 2025: NT$1,084,331K (NT$1.084B) | YoY: +66.5%
YEAR-TO-DATE (January–July)
• 2026 YTD: NT$10,971,816K (NT$10.972B)
• 2025 YTD: NT$7,205,815K (NT$7.206B)
• YTD YoY Growth: +52.3%
MANAGEMENT NOTE (translated from Traditional Chinese): Consolidated revenue for the month grew significantly versus the same period last year, primarily benefiting from continued strong customer demand for testing services related to AI and high-performance computing (HPC) chips, which has driven sustained improvement in the company's shipment momentum.
ANALYST CONTEXT: The +66.5% YoY print marks one of the steepest growth rates in MPI's recent history and reflects its positioning as a probe card and semiconductor test interface supplier to leading AI chip customers. The marginal -1.5% MoM decline is immaterial given the scale of annual growth, and the 52.3% YTD expansion confirms that the AI/HPC test cycle is not a one-month aberration. Investors should monitor whether the MoM deceleration is seasonal or signals any softening in customer pull-in orders heading into Q3 2026.