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VPEC August Revenue Hits Record High on Strong InP Demand
Electronic Technology · Semiconductors · cnyes · 2026-09-03
2455
VPEC (2455) reported record-breaking August revenue of NT$470 million, driven by robust AI data center demand for Indium Phosphide products through year-end.
What Happened
Record Revenue Growth: VPEC (2455) announced its August revenue reached NT$470 million, marking an 11.56% monthly increase and a 71.16% year-over-year surge to set a new historical high. The company's cumulative revenue for the first eight months of 2026 reached NT$3.36 billion, reflecting a strong 35.83% growth rate compared to the previous year.
Key Growth Drivers: The company attributed its stellar performance to the stable supply of Indium Phosphide (InP) substrates and surging demand from AI data center clients. With supply chain constraints easing since mid-year, VPEC has seen a significant influx of orders, further bolstered by upcoming product launches from major U.S. smartphone customers.
Order Visibility and Outlook: Order visibility for optoelectronic products remains strong through the end of the year, primarily fueled by AI data center requirements. Management noted that future operational success depends on maintaining a steady supply of raw materials and monitoring potential shifts in U.S.-China trade relations regarding rare earth element controls.
Strategic Transformation: Analysts suggest that VPEC’s successful expansion into AI-related optoelectronics, combined with the favorable seller's market for InP, positions the company for long-term growth. Optoelectronics are expected to eventually surpass microelectronics in revenue contribution, marking a pivotal shift in the company's profit structure.