Walsin Technology Corp. disclosed updated self-reported financial data on Oct. 8 after recent stock-price swings met the threshold for unusual trading disclosures under Taiwan exchange rules. The passive components manufacturer said product mix optimization and solid shipments for higher-end applications supported earnings, with August net profit attributable to the parent reaching NT$753 million, up 60.55% year over year. Earnings per share came in at NT$1.55, and trailing four-quarter EPS reached NT$8.90.
August self-reported figures showed sharp profit growth
According to Walsin Technology’s disclosure, August revenue totaled NT$4.569 billion, up 45.56% from a year earlier. Pretax profit was NT$999 million, a 51.13% increase. Net profit attributable to the parent was NT$753 million, up 60.55%, while EPS rose 59.79% to NT$1.55.
The figures showed profit growth outpacing revenue growth during the month.
Second-quarter net profit jumped 831.16%
For the second quarter, consolidated revenue was NT$11.31 billion, up 18.38% year over year. Net profit attributable to the parent reached NT$1.572 billion, surging 831.16% from the same period last year. Quarterly EPS was NT$3.24, up 836.36%.
Over the latest four quarters, the company reported cumulative revenue of NT$39.017 billion, pretax profit of NT$6.706 billion, net profit attributable to the parent of NT$4.320 billion, and cumulative EPS of NT$8.90.
September revenue hit the highest monthly level in nearly eight years
Walsin Technology’s latest September revenue came in at NT$4.889 billion, up 53.93% from a year earlier, setting a new monthly high for nearly eight years, according to the source article. The report said this reflected solid restocking demand during the second-half peak season.
The article cited market institutional analysis saying the latest profit jump was tied to the company’s move into the higher-end market, reducing exposure to price competition in standard passive components and improving both average selling prices and gross margin. It also said market expectations were building around third-quarter earnings, with full-year EPS seen as having a chance to challenge NT$10 if August earnings of NT$1.55 per share are considered alongside continued September revenue strength.
Server hardware demand was cited as support for high-end passive components
On the industry side, the source article said tighter requirements for AI server hardware specifications have lifted demand for higher-end multilayer ceramic capacitors, or MLCCs, and chip resistors used for voltage stabilization and filtering. It cited Meta Muse and other new AI agent architectures as examples that have extended lead times for server CPUs and memory.
With supply-chain cycles lengthening and customers stepping up inventory preparation, capacity utilization for higher-end passive components remained elevated, according to the report.
Shares briefly rose to NT$431.5
After a series of upbeat operating updates, Walsin Technology became a market focus, the article said. Since early October, the stock has climbed along short-term moving averages, with the latest swing high reaching NT$431.5. The report added that the shares had doubled over the past six months.
Recent trading stayed in a strong consolidation range between NT$420 and NT$430, with market attention turning to the company’s full third-quarter report and gross margin performance, according to the article.