GUC's second-quarter revenue surged to NT$613 million, marking a 65.9% sequential increase and a 121.7% year-over-year rise, setting a new quarterly record. The company's first-half revenue reached NT$983 million, up 107.9% year-over-year, benefiting from high-end process NRE projects and sustained AI/HPC demand. GUC recently secured a 4nm design win from a US-based client, further solidifying its position in advanced ASIC development.
Strong AI/HPC ASIC demand is driving record revenue for GUC, indicating continued hyperscaler investment in custom AI silicon and advanced process nodes.