May 2026 Revenue: NT$1.91B, +31.6% YoY
Original: 2026年5月 月營收 - 1,911,109千元 (MoM -5.1%, YoY +31.6%)
Summary
Silergy reported May 2026 revenue of NT$1.91B, up 31.6% YoY but down 5.1% MoM from April's NT$2.01B. The strong YoY acceleration suggests sustained recovery in analog/power-management demand, likely tied to AI server power delivery and HBM-adjacent rail content, though the sequential dip hints at near-term order normalization.
Full Translation
Silergy Corp (TWSE: 6415, semiconductor sector) reported May 2026 monthly revenue of NT$1,911.1M (NT$1.91B), versus NT$2,014.0M in April 2026 (MoM -5.1%) and NT$1,452.3M in May 2025 (YoY +31.6%). Year-to-date cumulative revenue through May 2026 reached NT$8,784.3M (NT$8.78B), compared with NT$7,129.5M in the same period last year, representing YTD growth of +23.2%. No additional remarks were disclosed in the filing.