Powertech results show memory backend demand strengthening

Powertech Technology reported a stronger second quarter in 2026, with sales of NT$23.116 billion. The company said memory-related demand helped improve both revenue and gross margin, bringing those measures back to levels not seen since the prior memory peak. For RamTrend, the important point is where this signal appears in the value chain. Powertech sits in backend services, so its results reflect activity after memory chips are produced and prepared for shipment. Improvement there suggests the current cycle is broad enough to lift packaging and test utilization, not just spot component pricing. That supports a constructive read for DRAM and NAND demand while indicating healthier margins for companies serving memory suppliers.