Powerchip Semiconductor Manufacturing (6770) Company presentation summary

Company overview

• Operates five foundries (2x 8-inch, 3x 12-inch) with 1.63 million wafer shipments projected for 2025 and over 8,000 employees, 88% with bachelor’s degrees or higher.

• Achieved NT$47bn in 2025 revenue with a 4.5% YoY growth rate and ranked 7th globally in the DJSI for the semiconductor industry.

• Evolved from DRAM-focused origins to a diversified logic and memory foundry, acquiring multiple fabs and expanding into 3D AI and advanced packaging.

• Operates fabs in Hsinchu and Zhunan, with capacities ranging from 36K to 75K wafers per month and technology nodes from 350nm to 1Xnm.

• Business mix as of 2026 Q2: 52% memory, 42.6% logic, 5.4% 3D AI, serving markets like automotive, consumer, industrial, IoT, and data centers.

ESG and governance

• Ranked in the S&P Global Sustainability Yearbook for three consecutive years and achieved top 5% in TWSE corporate governance evaluation.

• Met targets for power saving, greenhouse gas reduction, renewable energy, and water recycling in 2025.

• Achieved zero forced labor, zero major violations, and 100% employee training completion.

• Board comprises seasoned directors with extensive industry experience and a majority of independent members.

Investment highlights and technology platform

• Operates an open foundry model, leveraging existing technology nodes and expanding into high-value products like GaN, PMIC, HBM, and advanced packaging.

• Customizes processes for clients, integrates consigned tools, and jointly develops new devices using proprietary and existing technologies.

• Industry-leading 3D stacking (WoW) and silicon capacitor technologies support next-gen AI, data center, and advanced packaging applications.

• Holds dominant market positions in niche memory and specialty logic foundry segments, with significant shares in DRAM, pseudo SRAM, SLC NAND, and display driver ICs.

• Serves global leaders across automotive, consumer, industrial, and IoT sectors with over 200 foundry platforms.