The TRT Breakout Has Begun as AI Chip Demand Drives 82% YoY Revenue Growth in 2Q 2026
Yesterday afternoon, NIA sent out an alert saying, “Aehr Test Systems (AEHR) has just hit a new 52-week high, and their main competitor NIA’s #2 overall pick for 2026 Trio-Tech International (TRT) is so extremely undervalued here it has bottomed and will hit new 52-week highs in the upcoming months. TRT has higher revenue than AEHR and is profitable!”
TRT’s breakout has begun with it currently up 19.64% to $5.52 per share and new 52-week highs will be here shortly!
In its fiscal 2Q 2026 results, TRT reported $15.6 million in revenue, representing 82% year-over-year growth, driven primarily by strong demand for advanced semiconductor reliability testing supporting AI compute chips and EV power devices.
Its core Semiconductor Back-End Solutions segment surged by 113% year-over-year to $12.4 million, reflecting accelerating testing volumes tied directly to next-generation AI and electrification programs.
TRT returned to operating profitability with operating income of $97,000 compared to a loss in the prior-year quarter, and generated positive net income. Importantly, last year’s comparable quarter included a one-time foreign currency gain… meaning underlying profitability meaningfully improved on an operational basis.
For the first six months of fiscal 2026, total revenue increased 69% year-over-year to $31.2 million, demonstrating sustained momentum beyond just one strong quarter.
With $19.2 million in cash and a solid balance sheet, TRT remains well-positioned to capitalize on continued growth in AI semiconductor demand across Southeast Asia and expanding customer programs outside of China.
TRT is one of the world’s fastest growing publicly traded semiconductor testing companies, while AEHR’s revenue has recently been in decline!
If you haven’t already done so, we strongly encourage you to go back and read NIA’s initial TRT report published on October 6th when TRT was just $3.00 per share.
That original report explains in detail why TRT was selected as NIA’s #2 ranked overall stock suggestion for 2026 and outlines the long-term AI-driven semiconductor growth drivers that are now clearly playing out in the financial results.
Click here to read NIA’s original October 6th TRT report.
Past performance is not indicative of future results. NIA is not an investment advisor and does not provide investment advice. Always do your own research and make your own investment decisions. This communication is for informational and educational purposes only.