June 2026 Revenue: NT$5.98B, +33.6% YoY
Original: 2026年6月 月營收 - 5,976,507千元 (MoM +40.9%, YoY +33.6%)
Summary
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.
Full Translation
Reporting Period: June 2026 (ROC 11506). Filed: July 11, 2026.
Monthly Revenue
• June 2026: NT$5,976,507K (≈ NT$5.98B)
• May 2026: NT$4,241,870K (≈ NT$4.24B) → MoM change: +40.9%
• June 2025: NT$4,474,372K (≈ NT$4.47B) → YoY change: +33.6%
YTD Cumulative Revenue (Jan–Jun)
• 2026 YTD: NT$26,776,474K (≈ NT$26.78B)
• 2025 YTD: NT$23,648,652K (≈ NT$23.65B)
• YTD YoY change: +13.2%
Context: The +40.9% MoM surge is atypically large for a mature specialty foundry and likely reflects a combination of end-market order pull-ins (consumer electronics, automotive MCU/PMIC) and improved fab utilization after a softer Q1. The +33.6% YoY print clears the high-impact threshold and marks a meaningful acceleration. Vanguard's exposure is primarily to mature nodes (0.11–0.5µm), so this is a lagging-cycle recovery signal rather than an AI-capex-driven beat.