In-depth Analysis of Global Advanced Q2 Earnings: Capacity Utilization Surges Near 90%, AI Power Management Ignites Mature Process Market

Global leading wafer fabrication companies' Q2 2026 financial reports released on August 4th: Revenue reached NT$14.244 billion, a 13.7% increase month-over-month and a 21.8% increase year-over-year; net profit attributable to owners was NT$2.974 billion, with EPS at NT$1.62, both setting new highs in nearly 15 quarters; gross margin and operating margin rose to 32.3% and 20.4%, respectively, reaching near three-and-a-half-year highs, while utilization rates recovered to 85%-90%. Demand for AI s