Macronix's January Revenue Surges 51.4% Year-on-Year, Driven by Industry Recovery and Strategic Implementation

Macronix Electronics announced its January 2026 revenue of NT$3.017 billion (approximately RMB664 million), a 14.6% increase compared to the previous month's consolidated revenue of NT$2.632 billion (approximately RMB579 million), and a 51.4% increase compared to the same period in 2025's consolidated revenue of NT$1.993 billion (approximately RMB438 million). This continues the previous recovery trend, demonstrating strong growth momentum and showcasing the company's robust operational resilience and growth potential.

Source: Company data, CFM flash memory market analysis

This significant revenue growth is primarily attributed to the combined effect of the overall recovery in the semiconductor industry and the company's forward-looking strategy. On the one hand, since January 2026, the semiconductor market has continued to recover, memory product prices have steadily increased, and global demand has gradually improved, creating a favorable environment for Macronix Electronics' business growth. On the other hand, the company had previously announced a capital expenditure target of NT$22 billion (approximately RMB 4.84 billion) for 2026, focusing on expanding MLC NAND flash memory capacity to target market opportunities left by Samsung's exit from the field. Simultaneously, it continues to focus on product lines with tight supply and demand, such as NOR Flash, seizing structural opportunities in the industry. These strategic moves are gradually translating into revenue growth, helping the company maintain a proactive position during the industry's upward cycle.

Looking ahead, with the further recovery in semiconductor demand and the continued implementation of the company's capacity and product strategies, Macronix Electronics is expected to continue to benefit from this round of industry growth.