Vanguard International Semiconductor's Q2 Wafer Shipments Estimated to Grow 13%, Full-Year Revenue to Exceed 16% Growth
Taiwanese foundry giant Vanguard International Semiconductor (VIS) anticipates an 11-13% quarter-on-quarter increase in wafer shipments and a 2-4% rise in average product prices for Q2. The company projects full-year revenue growth to exceed 16%, outperforming the industry average of 14-16%. AI-related revenue is expected to double, reaching a double-digit proportion of total revenue.
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- 📰 Published: May 5, 2026 at 16:37
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Central News Agency
(Central News Agency reporter Chang Chien-chung, Hsinchu, 5th) Foundry company Vanguard International Semiconductor (VIS) expects that due to seasonal demand and customer inventory replenishment, Q2 wafer shipments are likely to increase by 11% to 13% quarter-on-quarter, and the average selling price of products will increase by 2% to 4% quarter-on-quarter. Full-year revenue growth is expected to surpass the industry's 14% to 16% growth level.
VIS held an online investor conference to explain its Q1 operating results. Q1 wafer shipments were 642,000 units, a 3% quarter-on-quarter increase. Quarterly revenue was NT$12.532 billion, a 0.5% quarter-on-quarter decrease. Gross profit margin was 29.3%, an increase of 1.8 percentage points from Q4 2025. Net profit attributable to the parent company was NT$2.246 billion, a 28.5% quarter-on-quarter increase, with earnings per share of NT$1.18.
VIS President G.S. Chiau stated that due to seasonal demand and customer inventory replenishment, order visibility currently reaches 4 months. Q2 wafer shipments will increase by 11% to 13% quarter-on-quarter, and capacity utilization will rise from 80% in Q1 to 85% to 90% in Q2.
Chiau mentioned that demand for 0.25-micron process in Q2 has increased significantly, mainly for applications such as AI servers, smartphone power management ICs, and wearable MEMS.
With price adjustments for foundry services to customers, VIS's average selling price in Q2 will increase by 2% to 4% quarter-on-quarter, and the gross profit margin will be approximately 31% to 33%.
Chiau stated that VIS's fine-line capacity is currently fully utilized, and the company is optimistic about its capacity utilization rate this year. This year's revenue growth will be better than the industry's 14% to 16% growth level.
Regarding the performance of AI-related high-performance computing, Chen Tzu-chun, VIS Global Sales and Planning Vice President, pointed out that last year's revenue contribution was only single-digit. This year, related revenue is expected to double, and its proportion will exceed double-digits. The growth momentum is expected to continue until 2027.
As for the dividend policy, VIS Chairman Fang Le said that the dividend per share is expected to remain at NT$4.5 until 2029. (Edited by Lin Shu-yuan) 1150505
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(Central News Agency reporter Chang Chien-chung, Hsinchu, 5th) Foundry company Vanguard International Semiconductor (VIS) expects that due to seasonal demand and customer inventory replenishment, Q2 wafer shipments are likely to increase by 11% to 13% quarter-on-quarter, and the average selling price of products will increase by 2% to 4% quarter-on-quarter. Full-year revenue growth is expected to surpass the industry's 14% to 16% growth level.
VIS held an online investor conference to explain its Q1 operating results. Q1 wafer shipments were 642,000 units, a 3% quarter-on-quarter increase. Quarterly revenue was NT$12.532 billion, a 0.5% quarter-on-quarter decrease. Gross profit margin was 29.3%, an increase of 1.8 percentage points from Q4 2025. Net profit attributable to the parent company was NT$2.246 billion, a 28.5% quarter-on-quarter increase, with earnings per share of NT$1.18.
VIS President G.S. Chiau stated that due to seasonal demand and customer inventory replenishment, order visibility currently reaches 4 months. Q2 wafer shipments will increase by 11% to 13% quarter-on-quarter, and capacity utilization will rise from 80% in Q1 to 85% to 90% in Q2.
Chiau mentioned that demand for 0.25-micron process in Q2 has increased significantly, mainly for applications such as AI servers, smartphone power management ICs, and wearable MEMS.
With price adjustments for foundry services to customers, VIS's average selling price in Q2 will increase by 2% to 4% quarter-on-quarter, and the gross profit margin will be approximately 31% to 33%.
Chiau stated that VIS's fine-line capacity is currently fully utilized, and the company is optimistic about its capacity utilization rate this year. This year's revenue growth will be better than the industry's 14% to 16% growth level.
Regarding the performance of AI-related high-performance computing, Chen Tzu-chun, VIS Global Sales and Planning Vice President, pointed out that last year's revenue contribution was only single-digit. This year, related revenue is expected to double, and its proportion will exceed double-digits. The growth momentum is expected to continue until 2027.
As for the dividend policy, VIS Chairman Fang Le said that the dividend per share is expected to remain at NT$4.5 until 2029. (Edited by Lin Shu-yuan) 1150505
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