September 2026 Revenue: NT$5.9B, +15.5% YoY
Original: 2026年9月 月營收 - 5,903,705千元 (MoM +15.9%, YoY +15.5%)
Summary
Vanguard International Semiconductor (5347) reported September 2026 revenue of NT$5.90B, rising 15.5% year-over-year and 15.9% month-over-month — the strongest sequential print this cycle. As a mature-node foundry (0.11–0.5µm) serving power management ICs, display drivers, and analog/mixed-signal, the broad-based acceleration points to inventory restocking across consumer and industrial end-markets rather than AI/HBM-driven demand. YTD revenue of NT$42.5B is running +18.0% ahead of the year-ago pace, signaling sustained foundry utilization recovery through 3Q26.
Full Translation
Vanguard International Semiconductor (TWSE: 5347) filed its September 2026 monthly revenue report on 2026-10-11.
Monthly Revenue:
• September 2026: NT$5,903,705K (NT$5.90B)
• August 2026 (prior month): NT$5,092,599K (NT$5.09B) → MoM change: +15.9%
• September 2025 (same month last year): NT$5,110,837K (NT$5.11B) → YoY change: +15.5%
YTD Cumulative Revenue (Jan–Sep):
• 2026 YTD: NT$42,478,500K (NT$42.48B)
• 2025 YTD: NT$35,997,518K (NT$36.00B)
• YTD YoY change: +18.0%
Context: The September result marks a strong sequential rebound — NT$811M added month-over-month — following what appears to have been an already-recovering August base. The YoY rate of +15.5% is consistent with the full-year YTD trend of +18.0%, suggesting no meaningful deceleration. Vanguard's core exposure to power discretes and analog foundry (serving automotive, IoT, and consumer segments) means this growth is cyclical-recovery driven. No remarks (備註: -) were filed alongside the disclosure.