AP Memory posts 112% profit surge in March, expects stronger growth momentum in 2026

Niche memory design firm AP Memory announced a 112% year-over-year increase in its self-reported March 2026 revenue to NT$814 million (approx. US$25.9 million). Pre-tax net income rose 53% to NT$457 million, while net profit attributable to the parent company grew 62% to NT$372 million. Earnings per share (EPS) reached NT$2.29. The company is optimistic about sustained growth momentum throughout 2026, with overall operational visibility better than in previous years.

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ASML’s memory revenue tops logic in 1Q26, AI-fueled HBM demand surges

ASML revealed during its first quarter 2026 earnings call that revenue from memory systems has, for the first time, exceeded that of logic chips. Against a backdrop of sustained AI infrastructure investment, DRAM manufacturers are aggressively competing for extreme ultraviolet (EUV) equipment capacity, signaling a shift in global semiconductor demand patterns.

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