)
Formosa Sumco Technology (3532) investor relations material
Formosa Sumco Technology Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net revenue for 1Q-2026 increased 10.87% year-over-year to NT$3,308 million, but profitability declined sharply, with net income turning negative at -NT$68 million compared to NT$238 million in 1Q-2025.
Sequentially, revenue grew 1.22% from 4Q-2025, but net income and operating income both swung to losses.
Financial highlights
Gross margin dropped to 0.83% in 1Q-2026 from 14.74% in 2025 and 21.43% in 2024.
Operating margin fell to -3.18% in 1Q-2026, with net profit margin at -2.06%.
EPS for 1Q-2026 was -0.18, down from 1.58 in 2025.
EBITDA for 1Q-2026 was NT$732 million, with an EBITDA margin of 22.12%.
Outlook and guidance
300mm wafer shipments improved due to stronger memory demand; 200mm wafer shipments expanded, driven by AI server applications.
For 2Q-2026, continued favorable outlook for 300mm wafers, with AI and memory demand leading growth; 200mm wafers expected to recover further.
Long-term optimism for silicon wafer demand, supported by AI-related applications and advanced packaging trends.
- Net income dropped 53% year-over-year as margins contracted and costs rose.3532
Q4 20254 May 2026 - Net income fell 65.7% year-over-year as revenue and margins declined amid higher costs.3532
Q3 202519 Dec 2025 - Profits and cash reserves fell sharply in the first half of 2025 amid declining margins.3532
Q2 20251 Sep 2025 - Net income fell 38% year-over-year as revenue and margins declined in Q1 2025.3532
Q1 202519 Jun 2025 - Net income fell 68% year-over-year as revenue and margins declined in the silicon wafer segment.3532
Q3 202413 Jun 2025 - Net income dropped 61% year-over-year as revenue and margins declined sharply.3532
Q2 202413 Jun 2025 - 2023 saw steep profit declines, margin compression, and a lower dividend amid rising debt.3532
Q4 20245 Jun 2025
Next Formosa Sumco Technology earnings date
Next Formosa Sumco Technology earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Frequently asked questions
Explore our global coverage