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Alchip Technologies (3661) investor relations material

Alchip Technologies Q2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 2025 earnings summary13 Aug, 2025

Executive summary

  • Q2 revenue declined 6.7% sequentially and 29.4% year-over-year, mainly due to the end of 7nm AI chip shipments and a delay in a major 3nm tape-out milestone.

  • Net income for Q2 was $42.9M, down 3.3% sequentially and 12.8% year-over-year, with profit decline mitigated by expense control and higher non-operating income.

  • Gross margin was 25%, below expectations due to lower NRE revenue and the 3nm tape-out delay.

  • Significant progress on key accounts, with successful tape-outs and volume production for major projects expected to start in Q1 next year.

  • Automotive ADAS chip prototyping completed, with substantial wafer orders placed and next-gen designs underway.

Financial highlights

  • Q2/2Q25 revenue: $297.4M, down from $318.7M in Q1 and $421.3M in the prior year.

  • Operating income for Q2 was $37.6M, a 17.3% sequential decline and 26.6% year-over-year drop.

  • Gross profit: $61.6M, down 16.5% sequentially and 22.8% year-over-year.

  • EPS: NT$16.4, down from NT$18.1 in Q1.

  • Net income for Q2 was $42.9M, down 3.3% sequentially and 12.8% year-over-year.

Outlook and guidance

  • Revenue expected to remain relatively flat through year-end, but gross margin is projected to improve due to favorable mix and higher NRE revenue.

  • Strong and sustained outlook for key accounts through 2029, with next-gen design wins and 3nm production ramping up in 2026.

  • Multiple 3nm and 2nm projects to contribute meaningfully in the second half, with AI and HPC demand driving growth.

  • Automotive and crypto-related production expected to contribute to revenue from late 2025.

  • Ongoing management of geopolitical risks and focus on HPC and AI markets.

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Frequently asked questions

Alchip Technologies Limited is a fabless semiconductor. The company specializes in the design and manufacturing of digital CMOS ASICs (Application-Specific Integrated Circuits). Alchip offers a range of services including physical design, design for test insertion, package design, product qualification, IP licensing, and manufacturing services for digital CMOS ASICs. It has a history of working on products across various process technologies, from 180 nm down to 16 nm, catering to applications in medical image processing, supercomputing, crypto-mining, and networking. The company is headquartered in Taiwan, and its shares are listed on the Taiwan Stock Exchange.

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