Semiconductor testing interface manufacturer Wangwei Technology announced its financial report for the second quarter of 2025, with a combined revenue of NT$1.522 billion, a decrease of NT$33.74% from the first quarter and an increase of 21.18% from the same period in 2024. Gross profit margin was 49%, which was flat compared with the first quarter and an increase of 6 percentage points compared with the same period in 2024. The net profit after taxation of the parent company is RMB 205 million and the EPS is RMB 5.76. The cumulative EPS in the first half of 2025 was 22.97 yuan, the highest in the same period of the year. Inspired by the bullish news, the stock price of Weiwei once surged to 1,240 yuan on the 14th, just one step away from the suspension of the board.
Wingwei said that since most product lines are priced in US dollars, the NT$10% increase in the second quarter, the company's second quarter revenue, gross profit and pure profit were infringed. However, the company's product strategy is to benefit from product combinations such as large packaging, high power consumption, high frequency and high speed, and also strictly control the sales costs, so that the gross profit margin in the second quarter remained at 49%, and the profit rate remained at 30%, which are both high-profile.
However, after watching the performance of operation in the first half of 2025, benefiting from the strong demand for AI and HPC applications, AI Server and AI GPU-related product lines have been shipped stably. At the same time, the company has achieved new products with a good performance. In the first half of the year, the gross profit margin, profit margin, and EPS were the strongest since the opening brand. Looking ahead, Wei Wei will continue to focus on external systematic risks such as US tax policies and exchange rate changes, and strictly control the external impact of sales costs.
From the perspective of industry, Hyperscaler has increased its investment in AI and has continued to increase AI software and hardware investment. The market demand for AI models has been further synchronized to new AI creation and dominant AI, so that the AI Inspur has gradually developed from commercial language models to a basic facility level. The "Semiconductor Test Interface AI Plus Comprehensive Solution" in Weiwei provides complete AI and HPC solutions to meet market needs such as advanced packaging, Chiplet, and System Packaging (SLT).
According to WSTS, due to the expansion of AI, advanced processes and super-large cloud service suppliers' basic facilities, the global semiconductor market size will increase from the original US$700.9 billion to US$728 billion, an increase of 15.4% year-on-year; it also increased to US$800 billion in 2026, an increase of 9.9% year-on-year. In addition to maintaining the lead in existing products, it will continue to invest in AI and advanced processes related research and development, playing the role of AI key assists, and welcome the next AI GPU, ASIC, AP and other peak season commercial machines.