Tai-Sing Technology and Sigurd held a joint earnings briefing on 2026-10-06. Tai-Sing Technology reported substantial year-on-year growth in first-half 2026 revenue, while Sigurd's consolidated revenue and net income reached record highs. HPC was the focus of their main products, and capital investment was significantly expanded in anticipation of increased shipments from 2027 onward.
Tai-Sing Technology and Sigurd reported their results for the first half of 2026. Tai-Sing Technology's first-half revenue was NT$2.715 billion, up 20.5% year on year, while net income attributable to owners of the parent was NT$525 million and EPS was NT$3.85, substantially exceeding the NT$2.20 reported for the same period of 2025. Gross margin was 27.5% and operating margin was 21.9%. The former declined 0.5 percentage points from 28% in the same period of the previous year, while the latter exceeded the previous year's 21.6%. HPC accounted for approximately 50% of main products, and its share is expected to increase in 2027–2028.
Sigurd's consolidated first-half revenue exceeded NT$10 billion, up 18.1% year on year, while net income attributable to owners of the parent was NT$2.2 billion and EPS was NT$4.65. Consolidated revenue for January–September was NT$17.346 billion, up 21.2% year on year and a record high. Monthly revenue exceeded NT$2 billion for 3 consecutive months from July through September. Chairman Huang Xingyang (黄興陽) explained that the company is targeting an increase in the revenue mix of AI CPU, GPU, ASIC and silicon photonics-related businesses from 20% in 2025 to more than 30% in 2027.
Regarding production capacity, Sigurd acquired its second Hukou plant in February 2026 and began mass production there in July of the same year. The current utilization rate is approximately 40%, with full utilization expected in 2027. Zhongxing Commercial Center is scheduled to complete the exterior walls in the fourth quarter of 2026, carry out interior work on mechanical and electrical systems and cleanrooms in the first quarter of 2027, and begin mass production in 2027. Sigurd raised its 2026 capital expenditure forecast to NT$8.8 billion and added NT$2.0 billion in capital expenditure for its subsidiary Sigurd United Testing to expand testing capacity for U.S.-based CPU and GPU customers.