June 2026 Revenue: NT$1.83B, +65.1% YoY
Original: 2026年6月 月營收 - 1,832,915千元 (MoM -3.9%, YoY +65.1%)
Summary
MPI Corporation (旺矽, 6223) posted June 2026 revenue of NT$1.83B (NT$1,832,915K), surging +65.1% year-over-year — a clear signal of structural demand acceleration tied to AI and high-performance computing chip testing. Revenue slipped -3.9% month-over-month from May's NT$1.91B, a modest sequential pullback after several months of strong ramp. YTD cumulative revenue stands at NT$9.16B, up +49.6% versus the same six-month period in 2025, underscoring the durability of the upcycle.
Full Translation
MPI Corporation (TWSE: 6223, 旺矽) filed its June 2026 monthly revenue (月營收) on July 11, 2026.
■ Monthly Revenue
• June 2026 (current month): NT$1,832,915K (~NT$1.83B)
• May 2026 (prior month): NT$1,907,342K (~NT$1.91B) → MoM change: -3.9%
• June 2025 (same month last year): NT$1,110,389K (~NT$1.11B) → YoY change: +65.1%
■ YTD Cumulative Revenue (Jan–Jun)
• 2026 YTD: NT$9,159,285K (~NT$9.16B)
• 2025 YTD: NT$6,121,484K (~NT$6.12B)
• YTD YoY change: +49.6%
■ Management Commentary (translated from 備註)
"This month's consolidated revenue grew significantly year-over-year, primarily benefiting from continued strong testing demand related to customers' AI and high-performance computing (HPC) chips, which drove an improvement in the company's shipment momentum."
■ Analyst Notes
The +65.1% YoY print is among the strongest in MPI's recent history and reflects its role as a probe card and IC test interface supplier levered to advanced-node AI accelerator and HPC chip tape-outs. The mild -3.9% MoM dip is consistent with normal monthly shipment cadence variation and does not indicate a trend break given the robust YTD trajectory. The AI/HPC testing cycle remains the primary demand driver.