NuAxiSemiconductor trade intelligence
AP Memory sees IPD silicon capacitor orders booked through 2H27, pursues dual-track strategy with UMC
What happened
AP Memory Technology reported record-breaking third-quarter 2026 revenue and net profit, driven by surging demand for its integrated passive device (IPD) silicon capacitors under the S-SiCap product family. Order visibility now extends through the second half of 2027. The company is also pursuing a dual-track strategy with UMC. It projects that, as manufacturing capacity expands, silicon capacitor revenue will experience multi-fold growth and surpass its core IoT RAM revenue in 2027 — a forecast, not an achieved result.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
integrated passive device (IPD) silicon capacitorsIoT RAM
AP Memory TechnologyUMC
IPD silicon capacitorS-SiCapcapacity expansionorder visibilitydual-track strategyUMC
Source and time
Source: DigiTimes Asia · 11/11/2026 · View original source
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