Ko Ming Tie Surpasses Full-Year 2025 Revenue in First Half of 2026, Turns Profitable with Net Income of NT$121 Million and EPS of NT$2.90

Driven by the accelerated construction of AI data centers and the upgrade of high-speed optical communications, coupled with sustained growth in demand for high-precision coupling automation equipment, Ko Ming Tie (4573-TW)—which transitioned from lens assembly to optical communication light-coupling workstations—achieved revenues of NT$703 million in the first half of 2026 (January–June), already surpassing its full-year revenue for 2025. According to the company’s financial report, post-tax net profit reached NT$121 million, marking a turnaround from the previous year and exceeding all prior annual profits, with earnings per share (EPS) reaching NT$2.90.

Ko Ming Tie recorded record-high revenue of NT$200 million in July 2026, bringing cumulative revenue for January–July 2026 to NT$903 million, representing a year-on-year increase of 1.68 times.

For the first half of 2026, Ko Ming Tie reported revenues of NT$703 million, a gross margin of 39.35%—an increase of 16.71 percentage points year-on-year—and a post-tax net profit of NT$121 million, reversing losses from the previous year and surpassing all historical annual profits. Earnings per share (EPS) reached NT$2.90. Financial analysts project that Ko Ming Tie’s revenue and profitability in the second half of 2026 will significantly outperform the first half, implying that full-year 2026 performance will grow multiple-fold compared to the previous year.

Having obtained certification from one of the world’s top 10 optical communication brand manufacturers, Ko Ming Tie has secured orders for 800G and 1.6T optical module light-coupling alignment products. Additionally, the company is entering the vast business opportunities in CPO (Co-Packaged Optics) packaging and testing, as well as the precision assembly market for FAU+MLA.

As a member of the Silicon Photonics Alliance, Ko Ming Tie has continuously strengthened its operational scale since 2026. Momentum in order intake and shipments within the AI high-speed transmission and optical communication equipment sectors continues to accelerate. Furthermore, Ko Ming Tie successfully raised NT$1.3 billion through an oversubscribed private placement of 4,000 new shares at a premium price of NT$325 per share. Chairman Chen Zhi-Xin stated, “The successful completion of this capital increase reflects capital market recognition of our transformation into a silicon photonics equipment company.” Leveraging decades of accumulated expertise in precision motion control and integrating AI-based alignment algorithms, Ko Ming Tie aims to become an indispensable provider of optical coupling solutions within the CPO supply chain.

In terms of business development, Ko Ming Tie has already passed certification from one of the world’s top 10 optical communication brand manufacturers and secured orders for 800G and 1.6T optical module light-coupling alignment modules. The company is also advancing into CPO packaging and testing equipment and the precision assembly of FAU+MLA. As customer projects continue progressing, the company’s backlog and operational visibility are steadily strengthening. Analysts estimate that revenue and profitability in the second half of 2026 will significantly exceed those of the first half.