Server maker Wiwynn reported its second-highest quarterly profit and record July revenue, while WT Microelectronics posted all-time high second-quarter sales and earnings as AI and broader end-market recovery gathered pace.
Wiwynn (6669.TW) and WT Microelectronics (3036.TW) both reported strong results as cloud computing and artificial intelligence demand continued to support Taiwan's technology supply chain. Wiwynn said second-quarter consolidated revenue rose 26% year-over-year to NT$278.15 billion, while net profit after tax increased 23.5% to NT$14.97 billion and basic EPS reached NT$80.43, its second-highest quarterly level after the previous quarter's record. First-half revenue climbed 41.7% to NT$554.66 billion, with net profit after tax up 32.7% to NT$29.08 billion and EPS at a record NT$156.38 for the period. July revenue rose to an all-time monthly high of NT$117.69 billion, up 5.7% from June and 39.2% from a year earlier. The company said some customers shifted to a procurement agent model for memory components from April, reducing reported revenue and cost of sales, while higher non-recurring engineering revenue from new product launches helped lift gross margin. Wiwynn also approved a $942 million consolidated capital expenditure budget for the second half of 2026, plans to issue up to NT$15 billion in domestic unsecured convertible bonds, and will arrange a $1.5 billion syndicated loan facility to support working capital and expansion. WT Microelectronics said second-quarter revenue rose about 20% quarter-over-quarter and roughly 128% year-over-year to about NT$590.7 billion, while net profit attributable to parent company shareholders increased about 39% from the prior quarter and approximately 243% from a year earlier to about NT$9.71 billion, beating the upper end of guidance at NT$8.57 billion. Quarterly EPS reached a record NT$7.68. First-half revenue totaled NT$1.08 trillion, up 114% year-over-year, with net profit after tax of NT$16.72 billion and EPS of NT$13, versus NT$4.69 a year earlier. For the third quarter, using an exchange-rate assumption of NT$32.2 per U.S. dollar, the company forecast median revenue of about NT$592 billion, median net profit after tax of about NT$10.17 billion, and median EPS of about NT$8.03. WT said demand should remain firm through the second half and into next year as capital spending by cloud service providers and major AI companies continues, while institutional investors said its acquisition of Future has strengthened distribution channels in Europe and the United States and positioned it to benefit from recovery in both AI and non-AI markets.