May 2026 Revenue: NT$4.24B, +19.5% YoY — Vanguard International Semiconductor

Summary

Vanguard International Semiconductor (5347.TW) reported May 2026 revenue of NT$4.24B, up 19.5% YoY and 5.3% MoM, marking sequential acceleration from April. YTD revenue reached NT$20.80B (+8.5% YoY), suggesting strengthening 8-inch foundry demand likely tied to power management, display driver, and AI-adjacent specialty IC orders.

Historical Impact

1 past Monthly Revenue · ≈ 8-K event at Vanguard International Semiconductor

Median +5d

+6.60%

Range

+6.60% to +6.60%

Positive outcomes

1/1

Filed	P₀	P₊₅	+5d
May 17, 2026	NT$159	NT$170	+6.60%

Past performance does not guarantee future results. Small sample sizes may not be representative. For informational purposes only.

Full Translation

Vanguard International Semiconductor (TWSE: 5347) — May 2026 Monthly Revenue Report (filed 2026-06-11): - May 2026 revenue: NT$4,241.87M (NT$4.24B) - April 2026 revenue: NT$4,026.47M - May 2025 revenue: NT$3,550.42M - MoM change: +5.35% - YoY change: +19.48% Cumulative (YTD Jan–May 2026): - 2026 YTD revenue: NT$20,799.97M (NT$20.80B) - 2025 YTD revenue: NT$19,174.28M - YTD YoY change: +8.48% Industry: Semiconductors. Note: none. Signal: May marks a clear sequential pickup vs April, with YoY growth (+19.5%) running well ahead of the YTD pace (+8.5%), implying second-half loading is accelerating. As a pure-play 8-inch foundry, this trend points to firming demand in power management ICs, display drivers, and other specialty analog/mixed-signal categories — segments that benefit indirectly from AI server power delivery and HBM-adjacent peripheral silicon.