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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Alchip Technologies
Alchip Technologies (3661) investor relations material
Alchip Technologies Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary6 Nov, 2026
Executive summary
Record Q3 revenue, operating income, net income and EPS as N3 accelerator shipments ramped at full speed.
Triple-digit revenue growth is expected in 2027, with a further step-up from N2 production in 2028.
Financial highlights
Revenue was US$819.314M, up 238.9% QoQ and 267.4% YoY; operating income was US$113.975M, up 118.7% QoQ and 194.1% YoY.
Net income was US$102.009M, up 96.8% QoQ and 131.1% YoY; EPS was NT$37.7, versus NT$20.0 in Q2.
Gross profit was US$147.468M, up 75.1% QoQ and 138.9% YoY; gross margin was 18%, pressured by production mix and delayed NRE revenue recognition.
Outlook and guidance
Q4 is expected to be another record quarter, driven by higher production revenue and major design tape-outs; gross margin is expected to be similar to Q3.
2027 revenue is expected to grow at a triple-digit rate, including N3 accelerator revenue; a US$4bn–US$5bn revenue level was described as achievable, not guaranteed.
New-customer production revenue is expected to start in Q2 2027 and continue through the year; a signed major design win is expected to generate about US$1bn in revenue at high-volume production.
N2 is in final implementation, with tape-outs planned and low-volume production targeted for Q4 2027; high-volume production is expected to drive growth from 2028.
Full-year blended gross margin target remains above 20%; long-run operating margin target is in the high teens.
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Latest events from Alchip Technologies
- Q2 revenue surged 82.6% QoQ as N3 shipments ramped, while H1 profit rose.3661
Q2 2026 - Gross margin hit 50% in Q1 as NRE and automotive ramp offset revenue drop; growth expected in H2.3661Q1 2026
- Revenue to rebound in 2026 as 3nm and 2nm AI projects ramp, after a sharp 2025 decline.3661Q4 2025
- Gross margin rose to 28% despite revenue decline, with strong outlook for advanced node projects.3661Q3 2025
- Q2 revenue and profit fell on 7nm shipment end and 3nm delay, but margin gains are expected.3661Q2 2025
- Record Q3 revenue and profit, led by AI/HPC demand and advanced process node growth.3661Q3 2024
- Record Q2 profit, strong AI/HPC growth, and robust outlook despite capacity risks.3661Q2 2024
- Gross margin rose to 23.2% as net profit increased 19% YoY despite a 21% QoQ revenue drop.3661Q1 2025
- Record 2024 growth driven by AI/HPC, but 2025 revenue to dip as margins and outlook stay strong.3661Q4 2024
Next Alchip Technologies earnings date
Q4 20265 Mar, 2027
Alchip Technologies
Next Alchip Technologies earnings date
Q4 20265 Mar, 2027
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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.