VPEC Reports Record Q3 EPS on AI-Driven Silicon Photonics Demand
VPEC reported third-quarter revenue of NT$1.562 billion, up 28% sequentially and 183% year over year, while EPS reached a quarterly record of NT$6.12. TechNews reported that gross margin reached 58.56% and operating profit rose to NT$771 million as silicon-photonics shipments increased amid AI data-center demand. The company also said 1.6T silicon-photonics products had entered mass production.
VPEC’s results and production update show how AI data-center expansion is translating into stronger demand and shipments for high-speed optical components, while its fourth-quarter outlook remains a company forecast.
聯亞今（28 日）舉辦第三季法說會，受惠 AI 資料中心帶動高速光通訊需求升溫，矽光子相關產品出貨持續放大，第三季營收、毛利率及獲利同步攀升，單季每股純益達 6.12 元，創單季新高。
展望第四季，聯亞預期營收季增率可望達 15%～20%，主要客戶已開始下達六個月以上長單，隨公司及下游代工廠持續擴產，矽光產品出貨動能有望延續至明年。
聯亞第三季合併營收達 15.62 億元，季增 28%、年增 183%；毛利率升至 58.56%，較第二季增加約 1.1 個百分點；營業利益為 7.71 億元，季增 35%，營業利益率達 49%。稅後淨利為 6.21 億元，季增 33%、年增 5.28 倍，EPS 為 6.12 元。
累計前三季營收 36.88 億元、年增 136%；稅後淨利 14.07 億元、年增 491%，EPS 達 13.88 元。
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