Yeh Jia (毅嘉, 2402) posted consolidated revenue of NT$1.113 billion in August, up 16.42% year-on-year but down 4.58% from July, marking a same-period historic highCITE:E1. The monthly decline of 4.58% and the annual gain of 16.42% were reported together with the August revenue figureCITE:E2CITE:E3.
Electronic module products contributed about NT$824 million and integrated module products about NT$293 million to Yeh Jia's August totalCITE:E4. After netting out internal transfer revenue between the two segments, the consolidated figure came to NT$1.113 billionCITE:E5.
Yeh Jia's cumulative revenue for the first eight months of 2026 reached NT$8.361 billion, up 17.17% year-on-yearCITE:E6.
Yeh Jia said its new Malaysia plant is starting to generate synergies as new production capacity comes online, lifting shipment momentum, and it expects strong second-half operations with confidence in setting new highsCITE:E7.
Sigurd (矽格, 6257) reported December revenue of NT$1.8 billion, up 3.52% from November and 11.87% year-on-year, a historic high attributed to robust AI-related chip demandCITE:E8CITE:E11.
Sigurd's fourth-quarter revenue reached NT$5.27 billion, up 8.57% quarter-on-quarter and 7.14% year-on-year, while cumulative revenue through December for full-year 2025 totaled NT$19.587 billion, up 7.51% year-on-yearCITE:E9CITE:E10. Sigurd's board approved a 2026 capital expenditure budget of NT$5.93 billion, its highest everCITE:E12.
| Company | Metric | Value |
|---|---|---|
| Yeh Jia (2402) | August 2026 revenue | NT$1.113 billion |
| Yeh Jia (2402) | August MoM change | -4.58% |
| Yeh Jia (2402) | August YoY change | +16.42% |
| Yeh Jia (2402) | Electronic module products (Aug) | ~NT$824 million |
| Yeh Jia (2402) | Integrated module products (Aug) | ~NT$293 million |
| Yeh Jia (2402) | Jan-Aug 2026 cumulative revenue | NT$8.361 billion (+17.17% YoY) |
| Sigurd (6257) | December 2025 revenue | NT$1.8 billion |
| Sigurd (6257) | December MoM change | +3.52% |
| Sigurd (6257) | December YoY change | +11.87% |
| Sigurd (6257) | Q4 2025 revenue | NT$5.27 billion (+8.57% QoQ, +7.14% YoY) |
| Sigurd (6257) | Full-year 2025 cumulative revenue | NT$19.587 billion (+7.51% YoY) |
| Sigurd (6257) | 2026 capex budget | NT$5.93 billion (record high) |
What this means: Both companies reported record revenue for their respective periods while pointing to distinct sources of momentum — Yeh Jia to new Malaysia capacity and customer demandCITE:E7, Sigurd to AI-related chip demandCITE:E11. Sigurd paired its record 2025 result with an even larger, record NT$5.93 billion capex budget for 2026CITE:E12, while Yeh Jia's own guidance ties its next leg of growth to output from the same new plant it just brought onlineCITE:E7.
Yeh Jia (毅嘉, 2402) posted consolidated revenue of NT$1.113 billion in August, up 16.42% year-on-year but down 4.
Electronic module products contributed about NT$824 million and integrated module products about NT$293 million to Yeh Jia's August totalCITE:E4.
Yeh Jia's cumulative revenue for the first eight months of 2026 reached NT$8.361 billion, up 17.17% year-on-yearCITE:E6.
Yeh Jia said its new Malaysia plant is starting to generate synergies as new production capacity comes online, lifting shipment momentum, and it expects strong …
The two revenue prints outline two different growth engines: Yeh Jia's expansion is capacity-led, with the Malaysia plant cited as the source of new output, while Sigurd's record December is demand-led, tied directly to AI-related chip orders. What ties them together is confidence expressed through hard capital commitments rather than words alone — Sigurd's board backed its record 2025 with an even larger NT$5.93 billion capex budget for 2026, its highest ever. For Yeh Jia, the real test is whether the 17.17% cumulative growth pace through August holds once the new Malaysia capacity is fully online, given that the August print itself already slowed 4.58% from July. The metric to watch next is whether Sigurd's capex spending actually converts into further monthly revenue records, or whether its 11.87% December growth rate cools now that the AI-driven cycle has already delivered one historic peak.
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