Chroma Revenue Rises 206.47% in September to NT$6.86 Billion
Key Facts
Chroma's monthly revenue data showed September 2026 revenue rose 206.47% year over year to NT$6.86 billion, up 21.79% from August. The one-month surge was part of a strong performance that has continued since the start of the year, with total revenue for the first nine months reaching NT$43.32 billion, up 119.53% from the same period. The monthly figures are based on revenue data reported by Yahoo Finance Taiwan. Investors are watching for the company's presentation of third-quarter results at a virtual meeting scheduled for October 29 at 14:30 Taiwan time. The meeting comes after the September data was published and before a detailed reading of quarterly results is released.
September revenue was NT$6,859,602 thousand, compared with NT$2,238,275 thousand in the same period a year earlier, according to published data. Month over month, revenue rose from NT$5,632,401 thousand in August to September's level, a 21.79% increase. August revenue had grown 156.30% year over year, while July revenue was NT$5,434,240 thousand, up 175.26% year over year. Annual growth therefore accelerated in September compared with the previous two months, although the monthly comparison also shows revenue rising from July to August before the subsequent increase. Monthly revenue data alone is not enough to determine third-quarter earnings or margins.
The cumulative figures put this performance in the context of an acceleration that began before the third quarter. Chroma generated NT$25.39 billion in revenue in the first half of 2026, up 91% from the same period, according to figures reported by Investing.com. The second quarter accounted for the larger share of that half-year revenue, at NT$13.53 billion, up 110% year over year and 40% from the first quarter. The comparison shows cumulative growth rising to 119.53% in the first nine months, while monthly figures alone do not provide a breakdown of the final quarterly result or its components. An Investing.com survey put its third-quarter revenue forecast at NT$14.56 billion and earnings per share at NT$11.95.
The company reported second-quarter earnings per share of NT$12.15, compared with a forecast of NT$10.52, according to Investing.com. Gross margin, meanwhile, was 61%, down from 63% in the first quarter, and the company said higher component costs weighed on the margin. The higher costs included DRAM, passive components and integrated circuits, according to the second-quarter results presentation. The figures highlight another factor in tracking third-quarter results: revenue growth is running alongside costs that affected the profit margin in the previous period. The impact of those costs in the third quarter is not clear from the available monthly revenue data.
Chroma said in its second-quarter results presentation that AI server power applications account for more than 60% of its power business. That puts AI server-related power activity among the company's most prominent business segments described in the presentation, though the monthly data does not specify its contribution to September or first-nine-month revenue growth. After September revenue was announced, the company's shares rose during the October 7 session to NT$2,560, marking an intraday gain of 8.94%, before giving back some of the advance, according to a Money-Link report citing Commercial Times. The market is awaiting the investor meeting scheduled for October 29, where the company will present its third-quarter results. The Investing.com survey forecasts revenue of NT$14.56 billion and earnings per share of NT$11.95.