Strong demand for AI servers to drive MPI profits


PETALING JAYA: Fresh off a 42% leap in second-quarter (2Q26) net profit, Malaysian Pacific Industries Bhd (MPI) is betting on strong demand from artificial intelligence (AI) servers for future growth.

MPI, the semiconductor arm of Hong Leong Group, reported that higher sales volume lifted its net profit to RM57.09mil in the 2Q26 ended Dec 31, 2025.

In comparison, the group posted a net profit of RM40.03mil in the previous corresponding quarter.

Revenue for the three-month period rose 18.1% year-on-year (y-o-y) to RM626.6mil.

MPI’s stock emerged as the biggest gainer on Bursa Malaysia yesterday, lifting the second-largest listed semiconductor firm’s market capitalisation to RM6.6bil.

“Revenue for the Asia, United States and Europe segments were higher by 14%, 54% and 8%, respectively, in 2Q26 against the corresponding quarter of the last financial year,” MPI said in the notes to its financial statements.

The group also said that higher volume resulted in stronger revenues and better gross profit margin.

The improved bottom line raised earnings per share in the quarter to 28.7 sen. No dividend was declared for the quarter.

Despite the positive y-o-y momentum, MPI saw a sequential dip in net profit. The group had posted revenue of RM634.8mil in the 1Q26.

The drop in 2Q26 revenue quarter-on-quarter was due to lower contributions from the Asia and Europe segments, while sales to the United States increased.

Cumulatively, for the first half ended Dec 31, 2025, MPI’s net profit jumped almost 57% y-o-y to RM110.14mil, while revenue increased over 20% y-o-y to RM1.26bil.

“Revenue for the Asia, US and Europe segments were higher by 21%, 37% and 10%, respectively, against the corresponding period of financial year 2025,” the group said.

Looking ahead, MPI said the global semiconductor industry continues to be affected by recent developments, including the imposition of US tariffs on certain European countries, rising commodity prices, and a weakening US dollar.

“Nonetheless, the group’s performance will continue to benefit from strong demand for AI servers and the recovery of the automotive segment.

“The group remains steadfast in its cost-reduction initiatives to mitigate ongoing cost pressures,” it added.

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MPI , semiconductor , AI , tariffs

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