V5 Revenue Surge Shows Packaging Demand Still Riding AI Chip Orders

V5 Technologies reported record consolidated revenue of NT$273 million for July 2026, up 7.78% from June and 63.4% from a year earlier. Revenue for the first seven months of 2026 reached NT$1.692 billion, compared with NT$908 million in the same period of 2025. The company attributed the growth to AI chip demand and semiconductor packaging capacity expansion. This is not a direct memory supplier update, but it reinforces the pressure around AI packaging capacity. Stronger packaging orders are relevant to the HBM market because high-end AI accelerators require advanced integration between compute silicon and high-bandwidth memory. The source supports a demand-strength read-through, while stopping short of proving a direct effect on DRAM or NAND pricing.