Gaoming Iron June Revenue Hits New Record, Up 2.24x Year-on-Year; First-Half Performance Surpasses Full-Year 2025

Driven by the accelerated construction of AI data centers, upgrades in high-speed optical communications, and sustained demand for high-precision coupling automation equipment, Gaoming Iron (4573-TW)—a company transformed from lens assembly into optical communication coupling workstations—today (10th) released its latest revenue data. In June 2026, revenue reached NT$163 million, setting another record high. Cumulative revenue for January–June 2026 amounted to NT$703 million, surpassing the full-year 2025 revenue of NT$603 million.

Gaoming Iron achieved a record-high revenue of NT$163 million in June 2026, representing a 5.92% month-on-month increase and a 2.24x year-on-year surge. Second-quarter 2026 revenue reached NT$451 million, a record high, up 78.99% quarter-on-quarter and 1.8x year-on-year. First-half 2026 revenue totaled NT$703 million, a 1.45x year-on-year increase, already exceeding the full-year 2025 revenue of NT$603 million.

Additionally, Gaoming Iron is experiencing improved gross profit margins driven by economies of scale. As revenue scales up and shipments of high-value-added products increase, product gross margins are expected to significantly exceed those of the same period last year, further supporting overall profitability.

Having joined the Silicon Photonics Alliance, Gaoming Iron has seen continuous growth in operational scale since 2026, reflecting strong order intake and shipment momentum in the fields of AI high-speed transmission and optical communication equipment. Meanwhile, Gaoming Iron successfully raised NT$1.3 billion through a private placement of 4,000 shares at a premium price of NT$325 per share.

Notably, Gaoming Iron reported a net loss of NT$116 million in its 2025 financial statements, with a loss per share of NT$2.96. However, with continuous operational expansion and record-breaking performance in 2026, the company has shown significant improvement compared to the same period last year. As revenue scales expand, the proportion of high-value-added products increases, and equipment shipments grow, the likelihood of Gaoming Iron turning profitable in 2026 has substantially increased.

Gaoming Iron’s transformation from lens assembly to optical communication coupling workstations has been primarily driven by new AI-related market demand. The key driver is the trend toward AI high-speed transmission: as AI server performance upgrades, demand is rising for high-precision coupling equipment used in 800G and 1.6T optical transceiver modules and silicon photonics applications. Furthermore, Gaoming Iron’s deeply developed 'active alignment coupling technology' is a critical process for improving transmission efficiency and mass production yield in optical communication modules. As customers build automated production lines, the contribution of this technology to Gaoming Iron’s operations and shipments continues to rise steadily.