Powerchip's Q3 revenue reached NT$12.501 billion, a 5.4% QoQ increase, with gross margin improving to 42.6% due to rising DRAM and NAND Flash prices amid recovering demand and tight supply. Institutions project Q4 revenue of NT$13 billion to NT$13.5 billion, a 25-30% YoY growth, with full-year profits expected to hit record highs. The company's NT$7.5 billion capital expenditure budget is allocated for capacity expansion and equipment replacement to meet growing market demand.
Memory chip pricing power is driving Powerchip's revenue and profit growth, validating the tightening supply and demand for DRAM and NAND Flash.