Topoint posts 300.41% YoY profit growth in August as AI server demand lifts high-end PCB drill bit sales

Topoint Technology, a leading manufacturer of PCB micro drill bits, disclosed its latest self-reported August results after its recent share-price gains triggered exchange attention stock requirements. The company said August consolidated revenue reached NT$771 million, up 97.75% from a year earlier, while net profit attributable to the parent rose 300.41% to NT$142 million. Earnings per share for the month came in at NT$0.97. The report tied the growth to demand from AI servers and high-performance computing applications. According to the company’s disclosed figures cited by ABMedia, upgrades in accelerator card and motherboard designs have increased PCB layer counts to more than 20 to 30 layers and raised the use of high-frequency, high-speed, low-loss materials, making drilling more difficult and increasing wear on conventional drill bits. That has pushed demand for higher-end coated drill bits, with those higher-margin products now accounting for more than half of Topoint’s sales mix. Topoint also reported that its after-tax net margin reached 18.44% in August. In the second quarter, reviewed consolidated revenue was NT$1.826 billion, up 80.30% year over year, with after-tax profit at NT$302 million, up 285.50%, and quarterly EPS at NT$2.08, all record highs. The company is also accelerating capacity expansion across both sides of the Taiwan Strait, while building a new plant in Zhongli and continuing its Thailand strategy.