Macronix Reports Record Q3 Profit on Strong Memory Demand
Macronix reported 2026 Q3 revenue of NT$24.237 billion, up 27% from the previous quarter and 195% year over year, with gross margin at 70.5% and basic EPS of NT$5.52. NAND Flash including eMMC accounted for 47% of quarterly revenue and NOR Flash 46%. Reports cited strong AI data-center demand for high-density NOR Flash and structural shortages in SLC NAND and eMMC. The gross-margin improvement reflected price increases, a better product mix and approximately NT$750 million of inventory reversal benefit, so it cannot be attributed solely to AI demand. At the earnings briefing, Chairman Wu Min-Chiu said the company would stop expanding NOR Flash capacity and redirect limited capacity toward 3D NAND and 3D eMMC, focusing on space communications, data centers, medical, automotive and industrial markets.
The results show how AI data-center demand is contributing to a major memory supplier’s strong performance, while management’s capacity allocation reflects a shift from additional NOR Flash output toward 3D NAND and eMMC. The margin increase also combined pricing, product mix and inventory reversal benefits.
記憶體大廠旺宏電子（MXIC）召開2026年第3季法人說明會，公佈最新財務報告。受益於高密度 NOR Flash 在 AI 資料中心需求強勁，以及 SLC NAND 與 eMMC 市場嚴重供不應求，旺宏第3季營運繳出亮眼成績單，營收與獲利均創下成立以來的單季歷史新高。
單季與前三季獲利表現亮眼 第三季EPS達5.52元
旺宏2026年第3季合併營收達新台幣242.37億元，季增27%，年增高達195%。單季營業毛利為170.86億元，營業毛利率衝上70.5%，相較上季的64.4%及2025年同期的13.5%顯著提升；毛利率提升除受惠於產品價格調漲與產品組合改善外，亦包含約7.5億元的存貨回轉利益。
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