Pei Young's Semiconductor Business Demand Strong, July Revenue Hits 50-Month High

Pei Young (2483-TW) released its latest revenue figures today (4th), announcing that increased semiconductor customer orders and shipments have driven July revenue upward. The company's July revenue reached NT$201 million, exceeding June's NT$198 million and setting a new 50-month high for monthly revenue.

In July 2026, Pei Young achieved revenue of NT$201 million, representing a 1.75% month-on-month increase and a 37.19% year-on-year growth. From January to July 2026, cumulative revenue totaled NT$1.247 billion, up 20.24% year-on-year. Semiconductor application customers continued to show strong pull-through demand in July, further boosted by price adjustments reflecting rising copper costs, which lifted revenue in this business segment.

Pei Young's Q2 2026 revenue reached NT$566 million, a record high for the same period, with a 17.62% quarter-on-quarter and 20.42% year-on-year increase. During the quarter, both gross margin and operating profit margin improved. Combined with favorable non-operating income and exchange rate factors, the company expects its first-half 2026 net profit to exceed NT$43.62 million, or NT$0.41 per share. Pei Young will release its official financial results on August 7.

In Q1 2026, Pei Young reported revenue of NT$481 million and a gross margin of 13.23%, up 4.33 percentage points quarter-on-quarter and 4.84 percentage points year-on-year. The company posted a net profit of NT$16.04 million, turning profitable compared to both the previous quarter and the same period last year, with earnings per share of NT$0.15. The self-reported Q2 figures indicate that Pei Young maintained profitability in the second quarter of 2026, with strong performance in both core operations and non-operating income, resulting in revenue and profits exceeding Q1 levels.

Notably, Q2 2026 revenue reached NT$566 million, a record for the period, with semiconductor applications accounting for 50.4% of total revenue. This shift drove improvements in both gross margin and operating net margin for the quarter.

Given sustained high demand and ongoing follow-up orders from semiconductor clients, Pei Young's board has approved the acquisition of a factory building and land on Gongyi 1st Road in Taichung Industrial Park for NT$323 million to further expand this business segment. This marks the second major commercial real estate acquisition for production use in Taichung Industrial Park this year, following Largan Precision (3008-TW). The acquired land spans 702 ping, and the company plans additional investments in equipment and new construction to accommodate heavy-duty stamping machinery, enabling the development and production of high-power heat sinks.