Hot Stock: Aipu* Gains Strong Support at Low Levels, Surges 43% in a Week to Approach 'Thousand-Dollar' Status

Aipu* (6531-TW) held an earnings call this week and announced its July revenue. Not only did the company provide an optimistic outlook for the next few years, but July revenue also broke through the 1 billion TWD threshold, reaching 1.104 billion TWD—a record high. With active investor support at lower price levels, the stock price reached a weekly high of 975 TWD, challenging a return to the 1,000 TWD level. It closed Friday at 951 TWD, marking a significant weekly rebound of 42.58%.

Aipu*'s July revenue of 1.104 billion TWD set a new monthly record, up 36.08% month-on-month and 144.57% year-on-year. Cumulative revenue for the first seven months reached 5.569 billion TWD, up 102.88% year-on-year—already approaching last year's full-year revenue of 5.644 billion TWD.

During this week's earnings call, the company expressed confidence that the IoTRAM application market will continue to expand with sustained strong demand. Additionally, IPC, LSC, and IPD products under the S-SiCap portfolio are entering mass production and scaling up output. Furthermore, VHM is expected to start contributing to revenue from 2028. With continuous optimization of the product mix and sustained growth momentum across the three product lines, the company anticipates revenue could grow multiple-fold over the next few years.

Aipu*'s silicon capacitors (S-SiCap) have already entered the advanced packaging supply chain, playing a critical role in solving power delivery and stability for high-bandwidth, high-power AI chips. Aipu* expects that with steadily increasing demand for IPC, stable shipments of LSC, and ramping mass production of IPD, the S-SiCap product line will gain strong growth momentum. The revenue contribution from S-SiCap is expected to surpass that of IoTRAM next year.