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Walsin September Revenue Reaches NT$15.89 Billion, Boosted by AI Infrastructure Demand
Producer Manufacturing · Metal Fabrication · economic_daily · 2026-10-07
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Walsin reported September revenue of NT$15.89 billion, up 10.27% year-on-year, driven by strong demand for power cables from grid upgrades and AI infrastructure.
What Happened
Revenue Overview: Walsin announced September revenue of NT$15.89 billion, a 10.27% increase year-on-year. Cumulative revenue for the first three quarters reached NT$136.8 billion, a 3.31% increase, reflecting steady operational performance across its business segments.
Cable Business: The wire and cable division is benefiting from Taipower’s grid resilience plan, high copper prices, and surging power demand from AI data center expansions. The company's submarine cable facility is expected to receive certification by year-end, positioning it as a key player in future offshore wind projects.
Segment Performance: The stainless steel business remains stable due to raw material price support, while the cold-finished steel division is focusing on liquid cooling system materials to capture data center thermal management opportunities. The resources segment continues to maintain stable production and pricing despite Indonesian nickel mining regulations.
Future Outlook: Walsin views the AI industry as a critical driver for global energy and infrastructure over the next decade. With long-term growth expected in power transmission and distribution, the company aims to enhance its competitiveness in high-end alloy materials and strengthen its market position through strategic international partnerships.