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BackTaiwan Sembcorp's Q3 profit more than doubled quarter-on-quarter and turned profitable in the first three quarters
Taiwan Sembcorp's Q3 profit more than doubled quarter-on-quarter and turned profitable in the first three quarters
NEWS
自由时报8 minutes agoBusiness1 min readChinaView original

Taiwan Sembcorp's Q3 profit more than doubled quarter-on-quarter and turned profitable in the first three quarters

Taiwan SembcorpGuo Wenbisilicon wafer

Quick Look

  • Silicon wafer factory Taiwan Sembcorp announced its third-quarter financial report.
  • Benefiting from the price increase, its single-quarter profit more than doubled, with after-tax earnings per share of 0.39 yuan, driving operating profit and EPS to 0.34 yuan in the first three quarters.
  • Legal persons are optimistic that the supply and demand of silicon wafers will be tight next year, and there will be room for further price increases.

AI-generated summary

Why It Matters

Taiwan Sembcorp has benefited from AI-driven demand for memory and advanced processes, and supply and demand have become tight since the second half of the year.

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Taiwan Sembcorp Chairman Guo Wenbi. (File photo)

[Reporter Lin Yiru/Taipei Report] Silicon wafer factory Taiwan Sembcorp (3532) announced its third-quarter financial report today (12th). Benefiting from the price increase, its single-quarter profit more than doubled, with after-tax earnings per share of 0.39 yuan, which also drove operating profit and EPS to 0.34 yuan in the first three quarters.

Taiwan Sembcorp's consolidated revenue in the third quarter was 3.984 billion yuan, a quarterly increase of 10.36%, an annual increase of 29%, a gross profit margin of 10.21%, a quarterly increase of 3.31 percentage points, an annual decrease of 5.19 percentage points, and a operating profit margin of 10.21%. 6.22%, a quarterly increase of 3.58 percentage points, and an annual decrease of 1.55 percentage points; after-tax earnings were 153 million yuan, a quarterly increase of 2.19 times, an annual decrease of 30.15%, and after-tax earnings per share of 0.39 yuan.

Taiwan Sembcorp's consolidated revenue in the first three quarters was 10.903 billion yuan, an annual increase of 20.26%, gross profit margin was 6.27%, an annual decrease of 9.59 percentage points, operating profit margin was 2.18%, an annual decrease of 5.51 percentage points; after-tax earnings were 133 million yuan, an annual increase of 57.3%, and after-tax earnings per share were 0.34 yuan.

Taiwan Sembcorp has benefited from AI-driven demand for memory and advanced processes. Supply and demand will become tight in the second half of the year. The silicon wafer market is expected to be in short supply in the second half of next year. At present, Taiwan Sembcorp's existing 12-inch production capacity is fully loaded, and the new plant's production capacity has been booked by customers and will be launched quarterly after passing certification. The legal person is optimistic that as the supply and demand structure of silicon wafers becomes tight, Taiwan Sembcorp will have room for further price increases next year.

What to Watch

AI outlook — possibilities, not facts

  • The silicon wafer market will be in short supply in the second half of next year

    Likely · Within months

Open Questions

  • What is the actual price increase next year?

Related Topics

Taiwan Sembcorp
PeopleGuo Wenbi
Organizationsfree times
PlacesTaiwan
TopicsGuo Wenbisilicon waferfinancial reportartificial intelligence
This article was originally published by 自由时报.

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