Global Unichip (3443) Q3 2026 earnings summary

Executive summary

• Q3 revenue was NT$18,754,500 thousand, up 118% YoY; turnkey growth led results.

• Q3 net income was NT$2,271,948 thousand, up 162% YoY.

• Nine-month revenue reached NT$44,098,869 thousand, up 103% YoY.

• Nine-month net income was NT$5,473,445 thousand, up 110% YoY.

• Nine-month operating income was NT$6,051,687 thousand, up 96%; EPS was NT$40.84, up 110%.

Financial highlights

• Q3 gross profit was NT$3,860,335 thousand and operating income NT$2,551,163 thousand; both increased YoY.

• Nine-month gross profit was NT$9,967,659 thousand and operating income NT$6,051,687 thousand.

• Nine-month income before tax was NT$6,306,235 thousand versus NT$3,086,857 thousand; income tax expense was NT$832,790 thousand versus NT$476,949 thousand.

• Nine-month comprehensive income totaled NT$5,498,026 thousand, including NT$24,581 thousand of foreign-currency translation gains.

Segment performance

• Q3 turnkey revenue was NT$16,671M, up 190% YoY and 44% QoQ; NRE and IP revenue was NT$2,084M, down 27% YoY and 10% QoQ.

• Cloud accounted for 83% of nine-month sales, with revenue of NT$36,395,628 thousand; Edge AI contributed NT$4,199,465 thousand.

• Nine-month Automotive revenue was NT$1,628,318 thousand and Others revenue was NT$1,875,458 thousand; operations are managed as one operating segment.

• Nine-month 3-nanometer wafer-product revenue was NT$22,612,254 thousand versus NT$3,343,827 thousand; 16-nanometer-and-above revenue was NT$9,721,344 thousand versus NT$6,815,307 thousand.

• Nine-month goods revenue was NT$38,062,233 thousand; non-recurring engineering service revenue was NT$6,036,636 thousand.