Global Unichip (3443) Q3 2025 earnings summary

Executive summary

• Third quarter 2025 revenue reached NT$8,613M, up 41% sequentially and 30% year-over-year.

• Net income for 3Q25 was NT$867M, an 11% increase from 2Q25 but a 16% decrease year-over-year.

• Consolidated financial statements for the nine months ended September 30, 2025 and 2024 were reviewed by independent auditors, with no material misstatements identified.

• The company operates in the semiconductor design services industry, with a global presence and subsidiaries in the US, Japan, Europe, Korea, China, and Vietnam.

Financial highlights

• 3Q25 EPS was NT$6.47, up 11% sequentially but down 16% year-over-year.

• Operating income for 3Q25 was NT$1,055M, up 12% from 2Q25 but down 11% from 3Q24.

• NRE revenue grew 13% year-over-year and 42% sequentially; Turnkey revenue rose 43% both year-over-year and sequentially.

• Net revenue for the nine months ended September 30, 2025 was NT$21,741 million, up from NT$19,022 million year-over-year.

• Net income for the nine months was NT$2,610 million, nearly flat compared to NT$2,604 million in the prior year.

Outlook and guidance

• Forward-looking statements indicate significant risks and uncertainties; actual results may differ materially.

• The company is assessing the impact of new and upcoming IFRS standards, including IFRS 18 and Pillar Two income tax legislation, on future financial performance.