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Vanguard International Semiconductor
Vanguard International Semiconductor (5347) investor relations material
Vanguard International Semiconductor Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary5 May, 2026
Executive summary
Net revenue for 1Q26 was NT$12,532 million, nearly flat sequentially and up 4.9% year-over-year.
Net income attributable to shareholders reached NT$2,246 million, up 28.5% sequentially but down 6.9% year-over-year.
Diluted EPS was NT$1.18, compared to NT$0.93 in 4Q25 and NT$1.30 in 1Q25.
Total wafers shipped increased 2.6% sequentially and 5.8% year-over-year to 642K pcs.
Financial highlights
Gross profit margin improved to 29.3% in 1Q26 from 27.5% in 4Q25, but down from 30.1% in 1Q25.
Operating income was NT$2,087 million, up 15.5% sequentially but down 6.8% year-over-year.
Cash and financial instruments increased to NT$46,537 million from NT$41,716 million in 4Q25.
Equity attributable to shareholders rose to NT$68,416 million from NT$63,877 million in 4Q25.
Outlook and guidance
1Q26 wafer shipments grew 3% QoQ, exceeding guidance.
Blended ASP declined 4% QoQ, in line with guidance.
Gross profit margin at 29.3% was within the guided range of 28%–30%.
Drivers for the 137% YoY increase in PP&E
Margin impact of Power Management reaching 76%
Sustainability of LTA contract liability inflows
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Latest events from Vanguard International Semiconductor
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Next Vanguard International Semiconductor earnings date
Q2 202628 Jul, 2026
Vanguard International Semiconductor
Next Vanguard International Semiconductor earnings date
Q2 202628 Jul, 2026
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