WT Micro eyes AI data centers at 70% of revenue through 2027

WT Microelectronics reported record revenue and profit for the second quarter of 2026, marking a significant milestone for the semiconductor supplier. The results were underpinned by strong AI momentum and better-than-expected demand from the automotive and consumer markets. The company projects that AI data centers and communications will reach 70% of its total revenue, reflecting a strategic shift toward infrastructure and connectivity sectors as the primary growth drivers. This concentration in high-growth segments positions WT Micro as a beneficiary of the global build-out of AI computing capacity and related communications infrastructure. Beyond AI, the company benefited from resilience in traditional end markets. Automotive and consumer segment demand exceeded the company's expectations, providing revenue diversification and reducing reliance on any single market. WT Micro's outlook extends into 2027, with management signaling confidence that current growth momentum will persist through that year. The combination of record profitability, high-margin AI and communications revenue, and broad-based demand across multiple end markets underscores WT Micro's successful execution in capturing secular trends in both emerging (AI) and mature (automotive, consumer) markets.