WinWay Technology, a semiconductor test interface supplier listed as 6515, said on Oct. 6 that September revenue was NT$1.25 billion. The monthly figure was down 26.69% from August because of product mix changes, but third-quarter revenue still climbed to a record NT$4.556 billion. Revenue for the first nine months reached NT$11.06 billion, marking the first time the company has crossed the NT$10 billion threshold and hitting its internal target about a year ahead of schedule.
September slipped from August, but Q3 set a record
According to the company’s Oct. 6 filing, September consolidated revenue came in at NT$1.25 billion, down 26.69% from August and up 87.72% from a year earlier. Third-quarter consolidated revenue reached NT$4.556 billion, rising 29.32% from the second quarter and 152.58% from the same quarter last year, a new all-time quarterly high.
WinWay said the month-on-month decline in September was mainly driven by changes in product mix. Even so, monthly revenue stayed at a high level. The company said AI and high-performance computing, or HPC, customers kept pulling in shipments, while production efficiency improved on some lines and overall shipment volume continued to hit new highs.
First time above NT$10 billion since listing
For the first nine months of the year, consolidated revenue totaled NT$11.06 billion, up 96.67% from the same period a year earlier. WinWay said this was the first time since its listing that cumulative annual revenue had exceeded NT$10 billion, putting the company into the ranks of listed firms with revenue above that level.
Chairman Wang Chia-huang said the company had originally set an internal target of reaching NT$10 billion in revenue in 2027, but achieved it in September 2026 instead. He said the result reflected a new level of operating efficiency across the business. Wang also said WinWay plans to expand its global operating footprint as it prepares for its next stage of growth.
WinWay pointed to broader semiconductor expansion
The company said its growth has tracked the broader expansion of the semiconductor market. Market research firm Omdia said that, driven by AI demand, global semiconductor revenue reached $752 billion in the first half of 2026. Except for 2025, that already exceeded the full-year revenue of any previous year. Omdia also projected third-quarter revenue would top $500 billion, with cumulative revenue for the first three quarters likely to exceed $1.25 trillion.
TrendForce estimated that capital spending by major cloud service providers, or CSPs, will rise 98% in 2026 and grow by about another 50% in 2027. WinWay said the AI boom is also pushing the test interface industry toward higher frequency, higher speed, higher-end products, larger sizes, and larger packaging, and that the company is prepared for the next generation of business opportunities.
Q4 outlook centers on AI, HPC, and ASIC products
WinWay said it expects AI, HPC, and application-specific integrated circuit, or ASIC, related products to continue scaling in the fourth quarter. The company also said its business team will head to the United States to attend SEMICON West 2026 and the International Test Conference, or ITC, to engage directly with front-line semiconductor business opportunities.