Apcb Reports Strongest Quarter in Two Years on Memory Module Board Growth

Apcb, a Taiwan-based company, has reported a significant turnaround in its second-quarter financials. Consolidated revenue reached NT$1.4 billion (approximately $44 million), up 40% from Q1 and nearly 38% year-over-year.

The company's gross margin swung from a loss of NT$58 million in Q1 to a positive NT$143 million in Q2, driven by expanded revenue scale and lower gold costs. Operating loss narrowed sharply from NT$188 million in Q1 to just NT$6 million in Q2.

CFO Tsai Cheng-Hung attributed the gross margin recovery to the combination of higher revenue and lower gold prices, which offset foreign exchange losses resulting from RMB appreciation. The company's sole remaining manufacturing facility in Kunshan, China, generates 80% of its revenue in US dollars, while its cost base is denominated in RMB.

Two key growth engines drove the expansion: memory module boards and high-speed transmission products. Memory module board contributions increased by approximately NT$400 million year-over-year, while high-speed transmission product contributions added NT$164 million in the first half.