IC component distributors WPG Holdings and WT Micro have released Q2 earnings, with revenue, operating profit, and net income all exceeding high-end forecasts—delivering standout performances.
WPG’s Q2 revenue reached NT$250.452 billion (second-highest ever), with operating profit NT$4.906 billion (+14.5% QoQ, +32.7% YoY) and net income NT$2.186 billion (+15.1% QoQ, +34% YoY). H1 cumulative revenue hit NT$499.286 billion (+28.1% YoY); operating profit NT$9.19 billion (+32.3% YoY); net income NT$4.084 billion (+14.1% YoY). Growth is mainly driven by generative AI boosting demand for related electronic components. Q3 forecast: revenue NT$245–265 billion, gross margin 3.7–3.9%, operating profit margin 1.91–2.09%, net income NT$2.486–3.022 billion.
WT Micro’s Q2 revenue hit NT$259.503 billion (+5% QoQ, +7% YoY, beating forecasts), with net income attributable to parent NT$2.83 billion (+5% QoQ, +32% YoY). Q3 projection: revenue NT$283.5–299.5 billion (+9.2–15.4% QoQ), gross margin 3.85–4.05%. It is optimistic that AI-driven demand, recovering Europe markets, and rising industrial/automotive applications will sustain momentum into 2026.
ICgoodFind: WT Micro and WPG’s strong Q2 results, fueled by AI demand, signal promising growth ahead.
