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Macronix September Revenue Hits Record High for Second Consecutive Month
Electronic Technology · Semiconductors · economic_daily · 2026-10-07
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Macronix reported a record-breaking September revenue of NT$8.37 billion, driven by strong demand for SLC NAND and NOR Flash, with a 154.5% year-to-date growth.
What Happened
Record-Breaking September Revenue: Macronix International reported a September revenue of NT$8.37 billion, marking a 2.7% monthly increase and setting a new historical record for the second consecutive month. This performance represents a significant 188.2% year-on-year growth, highlighting the company's robust momentum in the memory market.
Strong Year-to-Date Performance: For the first nine months of 2026, the company's cumulative revenue reached NT$53.83 billion, a substantial 154.5% increase compared to the same period in 2025. This growth underscores the company's strong market position and pricing power amidst current industry conditions.
Market Drivers and Demand: The strong results are driven by high demand for SLC NAND and NOR Flash, which has led to supply shortages and rising contract prices. Additionally, the surge in AI server demand for high-capacity NOR Flash and the exit of international competitors from specific market segments have provided significant tailwinds for Macronix.
Positive Outlook: Macronix maintains an optimistic outlook, expecting both order volumes and product pricing to remain at elevated levels. With high-capacity products continuing to support strong gross margins, the company is well-positioned for sustained profitability throughout the third quarter and beyond.