September 2026 Revenue: NT$2.05B, +82.2% YoY
Original: 2026年9月 月營收 - 2,047,814千元 (MoM -0.0%, YoY +82.2%)
Summary
MPI Corporation (旺矽, 6223) reported September 2026 revenue of NT$2.05B (NT$2,047,814K), up 82.2% year-over-year and essentially flat month-over-month (-0.02%). Management attributed the sharp YoY surge to persistently strong customer demand for AI and high-performance computing (HPC) chip-related probe-card and test-socket services, lifting shipment momentum. YTD cumulative revenue reached NT$15.1B through September, up 58.0% versus the same nine-month period last year.
Full Translation
MPI Corporation (TWSE: 6223) — September 2026 Monthly Revenue Filing
Current-month revenue: NT$2,047,814K (≈ NT$2.05B)
Prior-month revenue (Aug 2026): NT$2,048,171K (≈ NT$2.05B) → MoM change: -0.02% (virtually flat)
Same month last year (Sep 2025): NT$1,123,754K (≈ NT$1.12B) → YoY change: +82.2%
YTD cumulative revenue (Jan–Sep 2026): NT$15,067,801K (≈ NT$15.1B)
YTD cumulative revenue (Jan–Sep 2025): NT$9,535,264K (≈ NT$9.5B) → YTD YoY change: +58.0%
Management commentary (translated): Consolidated revenue for the month grew significantly versus the same period last year, primarily benefiting from continued robust demand from customers for AI and high-performance computing chip-related testing services, which drove higher shipment momentum for the company.
Context: MPI is a Taiwan-based semiconductor test consumables maker (probe cards, test sockets). The near-doubling of YoY revenue reflects the broad HPC/AI capex cycle driving test intensity at leading-edge nodes. MoM stability at the NT$2.05B level — effectively a plateau at a cycle high — suggests sustained, rather than spiking, end-demand.