AI-driven demand for memory, power management chips, and advanced packaging has continued to tighten supply and demand in the foundry market. Powerchip Semiconductor Manufacturing (PSMC) reported second quarter 2026 revenue of NT$17.291 billion (approx. US$537.8 million), up 27% quarter-over-quarter and 53% year-over-year, while gross margin jumped to 28%, up 18pp from the first quarter; operating margin reached 21%, turning positive from the same period in 2025, and net profit after tax came to NT$3.291 billion, an EPS of NT$0.76.
AI drives memory shortage through 2027, PSMC lifts 2Q26 margin to 28%
15
Jul