Leading IC distributors WPG Holdings and WT Microelectronics posted double-digit growth in both monthly and cumulative revenue for January to April 2026, driven by demand for data centers and AI-related servers.
WPG reported April revenue of NT$127.34 billion, marking the second-highest monthly revenue in its history and a record high for the month. WT reported unaudited April revenue of approximately NT$211 billion, also setting a new single-month revenue record.
As global AI infrastructure deployments continue to accelerate, the scale of high-performance computing and large data centers is expanding, driving broad-based demand for electronic components throughout the supply chain.
Demand for both AI servers and traditional servers is rising simultaneously, further boosting requirements for components used in high-density storage, high-speed interconnects, memory, power management, and networking applications. The convergence of these diverse demands is generating strong structural growth momentum.
WPG stated that April revenue increased 38.7% year over year, with cumulative revenue for the first four months of 2026 totaling NT$443.84 billion, up 30.3% from the same period a year earlier.
WT reported that April consolidated revenue rose 79% from the same period in 2025 and 9% from the previous month. Cumulative consolidated revenue for January to April 2026 reached NT$705.3 billion, up 93% compared with the same period last year.
WT chairman Eric Cheng said previously during an earnings call that AI demand represents structural growth, with demand growth currently outpacing capacity expansion. He said customer pull-ins for data center and server products are expected to remain strong in the second quarter of 2026, with double-digit sequential growth and multi-fold year-over-year growth. The market is also expected to expand sharply in 2026.
Article translated by Eifeh Strom and edited by Jerry Chen
