May 2026 Revenue: NT$3.70B, +16.5% YoY
Original: 2026年5月 月營收 - 3,699,917千元 (MoM -0.1%, YoY +16.5%)
Summary
Walsin Technology reported May 2026 revenue of NT$3.70B, up 16.5% YoY and essentially flat MoM (-0.1% vs NT$3.71B in April). YTD revenue reached NT$16.97B, +12.3% YoY, signaling sustained MLCC demand likely tied to AI server and HBM-adjacent component cycles.
Full Translation
Walsin Technology (TWSE: 2492, Electronic Components) reported May 2026 (ROC 115/05) monthly revenue of NT$3,699.9M (NT$3.70B), versus NT$3,705.2M in April 2026 (MoM -0.1%) and NT$3,176.4M in May 2025 (YoY +16.5%). Cumulative YTD revenue through May 2026 totaled NT$16,967.5M (NT$16.97B), compared with NT$15,103.9M in the same period last year, representing a +12.3% YoY increase. The flat sequential print combined with double-digit YoY growth suggests continued strength in passive component demand, consistent with the broader AI server / high-end MLCC restocking cycle.