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AI Demand Drives Record August Revenue for MPI; Nanya PCB Hits Second-Highest Level
Electronic Technology · Semiconductors · economic_daily · 2026-09-03
Strong demand for AI and high-performance computing chips has propelled MPI to record monthly revenue, while Nanya PCB reports its second-highest August results.
What Happened
Record Revenue for MPI: MPI Corporation reported August consolidated revenue of NT$638 million, marking a new monthly record with a 54.3% year-over-year increase. The cumulative revenue for the first eight months reached NT$4.25 billion, reflecting robust demand for advanced chip testing services.
Nanya PCB Performance: IC substrate manufacturer Nanya PCB posted August revenue of NT$5.352 billion, representing a 40.59% year-over-year growth and its second-highest result for the period. The company is actively investing NT$46.8 billion in a new smart factory to support high-end, large-format substrate production.
AI Market Drivers: Both companies attribute their strong performance to the surging demand for artificial intelligence, high-performance computing, and ASIC applications. MPI plans to expand capacity by 50% next year, while Nanya PCB reports that AI-related applications now account for over 50% of its business.
Positive Outlook: MPI expects continued growth through next year, particularly in its probe card segment. Nanya PCB anticipates sequential growth in revenue and profit for the second half of the year as it continues to capitalize on the AI industry's expansion.