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VIS October Revenue Falls 20.2% MoM Due to Lower Wafer Shipments
Electronic Technology · Semiconductors · economic_daily · 2026-11-09
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Vanguard International Semiconductor reported October revenue of NT$4.711 billion, marking a 20.2% monthly decline attributed to reduced wafer shipments.
What Happened
Monthly Performance: Vanguard International Semiconductor (VIS) announced its unaudited consolidated revenue for October 2026, totaling approximately NT$4.711 billion. While this represents a 20.53% increase compared to the same period last year, it reflects a 20.2% decline from the NT$5.904 billion recorded in September.
Primary Drivers: According to CFO and spokesperson Hui-Lan Huang, the monthly revenue dip was primarily driven by a decrease in wafer shipment volumes. This fluctuation highlights the impact of short-term demand shifts on the company's monthly output.
Year-to-Date Results: Looking at the first ten months of 2026, the company's cumulative consolidated revenue reached NT$47.19 billion. This figure represents an 18.25% growth compared to the NT$39.906 billion achieved during the same period in 2025.
Operational Outlook: Despite the monthly volatility in shipment volumes, the company maintains a solid year-to-date growth trajectory. Investors remain focused on whether wafer shipment momentum will recover in line with broader industry demand trends.