News / Taiwan / economic_daily
Solar Applied Materials August Revenue Climbs 30.7% YoY, Outperforming 16-Year H1 Records
Electronic Technology · Electronic Components · economic_daily · 2026-09-09
1785
Solar Applied Materials reports strong August revenue of NT$4.515 billion, with cumulative growth of 63.4% year-to-date, driven by high demand in the HDD sector.
What Happened
Revenue Growth: Solar Applied Materials reported August revenue of NT$4.515 billion, a 30.71% increase year-over-year, with cumulative revenue for the first eight months reaching NT$40.546 billion, up 63.4%. The company's first-half earnings per share of NT$3.66 surpassed the total for the previous year, marking a 16-year high for the period.
Strategic Focus: The company is prioritizing the hard disk drive sector, which accounts for approximately 42% of its processing revenue, with order visibility extending beyond one year. Its next-generation Heat-Assisted Magnetic Recording (HAMR) technology has entered mass production and now contributes nearly 20% to its storage-related output value.
Market Demand: Driven by the continuous growth of data center storage requirements, the sector is expected to see a compound annual growth rate exceeding 20% through 2028. Consequently, the company is actively evaluating expansion plans to meet anticipated future demand.
Future Outlook: Chairman Huang Chi-feng indicated that with the mass production of HAMR and the surge in data center demand, the company's growth momentum remains strong. Solar Applied Materials continues to optimize its product mix to solidify its position in the storage industry supply chain.