Skyviia (6708-TW) reported October 2026 revenue of NT$34.075 million, a 67.8% year-over-year increase, driven partly by delayed orders due to memory component shortages. The Taiwan-based vehicle monitoring chip maker's cumulative January-October 2026 revenue reached NT$261 million, up 8.73% year-over-year, recovering from earlier declines. The revenue growth occurred amid a DRAM price surge that forced the company to raise IC unit prices while simultaneously suppressing customer demand, creating a dual pressure on the wireless vehicle monitoring chip supplier serving the RV, pickup truck, and e-commerce DIY markets.
Skyviia Reports Q3 2026 Revenue Growth of 30.53%
Skyviia's third quarter 2026 revenue totaled NT$92.6 million, up 30.53% year-over-year, offsetting the first-half decline. Cumulative January-September 2026 revenue reached NT$227 million, a 3.28% year-over-year increase. The company's earnings per share for the first three quarters stood at NT$0.35, compared to NT$0.05 in the same period of 2025. The company attributed part of the revenue recovery to unit price increases driven by DDR memory price escalation, though this simultaneously reduced customer demand.
DDR Price Surge Drives Unit Price Increases and PSRAM Substitution
Skyviia manufactures wireless vehicle monitoring chips used in RVs, pickup trucks, special engineering vehicles, and the e-commerce DIY market. The company stated that DDR memory prices rose significantly, leading to substantial IC unit price adjustments. Despite the resulting decline in customer-side demand, the first three quarters of 2026 still showed revenue growth compared to the same period in 2025.
To address the DRAM price increases, Skyviia substituted PSRAM for DDR in certain projects. PSRAM converts DRAM memory components into an SRAM interface, commonly serving as external temporary storage for SoCs. The company stated it adopted PSRAM "to overcome this continuous DRAM price increase" and navigate the cost deviation from normal levels.
The substitution cannot apply universally. The company noted that some customers refuse design changes, while certain ICs require higher performance levels that PSRAM cannot match compared to DDR. These projects remain dependent on DDR, with the company continuing to monitor DDR price movements for further response.
October 2026 Revenue Rises 67.8% on Delayed Order Fulfillment
October 2026 revenue reached NT$34.075 million, marking a 67.8% year-over-year increase and an 8.87% month-over-month gain. Cumulative January-October revenue totaled NT$261 million, up 8.73% year-over-year. The company stated that prior memory component shortages delayed certain orders to October delivery, resulting in the month's revenue increase. Monthly revenue rose from early 2026 lows, with October representing the highest monthly figure in the reported period.
DRAM Supply Tightness Traced to HBM Production Priority
Research firm TrendForce forecast in July 2026 that third quarter 2026 server DRAM contract prices would increase 13% to 18% quarter-over-quarter. DRAM production capacity prioritized HBM (high-bandwidth memory for AI servers) and server applications, reducing available capacity for legacy DDR4. The supply tightness intensified as major manufacturers gradually exited older generation production.
Regarding the fourth quarter 2026 outlook, the company stated it "currently sees no significant changes from the market and customer side." Current growth stems from price increases and delayed order fulfillment, with PSRAM substitution covering only partial DDR replacement. The company estimates that its existing vehicle monitoring product line will show slight growth in 2027.
FAQ
What drove Skyviia's 67.8% revenue growth in October 2026?
Skyviia's October 2026 revenue increase resulted from delayed order fulfillment due to prior memory component shortages, combined with IC unit price increases driven by DDR memory price escalation. The company reported NT$34.075 million in October revenue, up 67.8% year-over-year and 8.87% month-over-month.
How is Skyviia responding to DDR memory price increases?
Skyviia substituted PSRAM for DDR in certain projects to mitigate continuous DRAM price increases. However, the substitution cannot apply to all projects—some customers decline design changes, and certain ICs require DDR's higher performance levels that PSRAM cannot match. The company continues monitoring DDR price movements for projects that cannot switch components.
