UMS Integration Limited has announced a remarkable 90% increase in net profit, reaching $19.8m for the second quarter of the financial year 2026 (Q2 ). This surge is attributed to a 29% rise in revenue to $87.1m, fuelled by robust performance in its semiconductor and aerospace sectors amidst a global AI-driven semiconductor “super-cycle” and a sustained aviation boom.
The company’s revenue from the semiconductor segment rose by 28% to $75.5m, whilst aerospace revenue saw a 59% increase to $8.6m. Geographically, significant growth was recorded in Malaysia and Korea, with revenues increasing by 50% and 347% respectively, due to heightened semiconductor component shipments.
UMS has declared a second interim dividend of 1.0 cent per share, bringing total dividends to 2 cents per share for the first half of FY2026. The group’s financial health remains robust, with a strong cash flow and a positive outlook for continued growth. CEO Andy Luong expressed optimism, stating, “Our key customers have given strong forecasts of equipment demand for several years ahead.”
Looking forward, UMS is poised to benefit from the anticipated rise in global semiconductor manufacturing equipment sales, projected to reach US$165.9b in 2026. The company is also expanding its capacity in Penang and Vietnam to meet growing customer demand, positioning itself for long-term growth in the thriving semiconductor and aerospace markets.
