Pei-Yung Semiconductor Applications in High Demand, July Revenue Expected to Surpass Previous Month, Reaching 49-Month High

Pei-Yung (2483-TW) has seen its July revenue rise due to increased semiconductor customer ordering and shipment activity. Analysts estimate that Pei-Yung's July revenue will slightly surpass June's NT$198 million, setting a new 49-month high.

In Pei-Yung's July revenue mix, demand from semiconductor application customers remains strong. Additionally, rising copper prices have been passed through, boosting revenue in this business segment.

Pei-Yung achieved second-quarter 2026 revenue of NT$566 million, a record high for the same period, up 17.62% quarter-on-quarter and 20.42% year-on-year. During Q2, both gross margin and operating margin improved. Combined with favorable non-operating and foreign exchange factors, Pei-Yung is expected to report first-half after-tax net profit exceeding NT$43.62 million, with earnings per share (EPS) reaching NT$0.41. Pei-Yung will announce its financial results on August 7.

In Q1 2026, Pei-Yung reported revenue of NT$481 million, with a gross margin of 13.23%, up 4.33 percentage points quarter-on-quarter and 4.84 percentage points year-on-year. Q1 2026 net profit after tax was NT$16.04 million, turning profitable compared to both the previous quarter and the same period last year, with EPS of NT$0.15. The self-reported Q2 figures indicate that Pei-Yung maintained profitable operations in Q2 2026, with strong performance in both core and non-core earnings, resulting in quarterly revenue and profits further exceeding Q1 levels.

Notably, Pei-Yung's Q2 2026 revenue reached NT$566 million, a record for the period, with semiconductor applications accounting for 50.4% of sales, driving upward trends in gross margin and operating net margin for the quarter.

Pei-Yung's self-reported revenue for June 2026 was NT$198 million, up 9.2% month-on-month and 34.28% year-on-year. Monthly net profit after tax was NT$25.26 million, with monthly EPS at NT$0.24, already surpassing the entire Q1 profit. Q2 revenue totaled NT$566 million, a record high for the period, up 17.62% quarter-on-quarter and 20.42% year-on-year. First-half revenue reached NT$1.046 billion, up 17.45% year-on-year.

Pei-Yung's Q2 2026 shipment mix was: semiconductor applications at 50.4%, electronic components including relays at 33%, and stepper motors at 16.6% of revenue.

With sustained high demand and follow-on orders from semiconductor customers, the board has approved a NT$323 million investment to acquire factory premises and land on Gongyi 1st Road in Taichung Industrial Park, to further develop this business segment. This follows Largan (3008-TW)'s acquisition of production-use commercial real estate in the same industrial park earlier this year. The acquired land in Taichung Industrial Park covers 702 ping, and the company plans to invest additional funds to purchase equipment and rebuild facilities to house heavy-duty stamping machines, developing production of high-power heat sinks.