Silergy (6415) Q3 2026 earnings summary

Executive summary

• 3Q26 revenue was NT$7,259mn, up 20.9% QoQ and 52.4% YoY; 1–3Q26 revenue rose 35.0% YoY to NT$18,122mn.

• 3Q26 net income fell 42.1% QoQ to NT$909mn but rose 33.6% YoY; 1–3Q26 net income increased 94.7% YoY to NT$3,249mn.

Financial highlights

• 3Q26 EPS was NT$2.34, down 42.2% QoQ and up 33.0% YoY; 1–3Q26 EPS was NT$8.36, up 94.0% YoY.

• 3Q26 operating expenses were NT$2,478mn, up 19.2% QoQ and 38.4% YoY; R&D expense was NT$1,715mn, up 18.1% QoQ and 41.4% YoY.

• 1–3Q26 operating expenses rose 17.0% YoY to NT$6,510mn; R&D expense increased 20.4% YoY to NT$4,535mn.

Segment performance

• 3Q26 revenue mix: Industrial 37%, Consumer 34%, Automotive 15%, Computer 7%, and Communication 7%.

• Versus 3Q25, Industrial mix increased from 31% to 37%; Computer declined from 12% to 7%, while Consumer, Automotive, and Communication were 34%, 15%, and 7%, respectively.