KYEC announced that its revenue for August stood at 23.51 billion New Taiwan Dollars (NTD), showing a slight increase of 0.3% compared to the previous month and a substantial growth of 12.4% compared to the same period last year. The cumulative revenue for the first eight months reached 172.16 billion NTD, marking a year-on-year increase of 10.7%.
According to the company's data, the second-quarter financial report revealed a revenue of 65.43 billion NTD, a 9.5% increase from the previous quarter. The gross margin also saw an improvement, rising by 2.3 percentage points to 35.3%. The capacity utilization rate increased from 54% in the first quarter to 56.5% in the second quarter.
Looking ahead, analysts have expressed optimism about KYEC's performance in the second half of the year, attributing the positive outlook to the company's strong hold on AI client orders. The AI segment's contribution to the revenue has already surpassed 10%, and with clients continuing to place additional orders, the revenue is expected to increase quarter by quarter.
Currently, KYEC's operational rate has reached approximately 70%, and the extended testing time for new chip models is seen as a favorable factor that will drive medium to long-term operational momentum. Analysts estimate that the revenue share from AI GPUs and ASICs will reach over 15% this year, and with the opening of new capacities and continued client demand, it is anticipated to break the 30% mark next year.
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