Sino-American Silicon Products (5483) Q3 2026 earnings summary

Executive summary

• Q3 revenue was NT$20.879bn, up 9.4% YoY and down 1.1% QoQ; 9M revenue reached a record NT$61.38bn, up 4.6% YoY.

• Q3 EPS was NT$1.58; 9M EPS was NT$6.60, versus NT$4.07 in 9M 2025.

• Diversified businesses span semiconductors, automotive components, and renewable energy, with strategic investments supporting expansion in the U.S. and higher-value applications.

Financial highlights

• Q3 gross margin was 22.0%, up 1.8 percentage points YoY; operating income was NT$2.234bn, up 33.5% YoY.

• Q3 net profit was NT$2.491bn, down 1.2% YoY; net margin was 11.9%, down 1.3 percentage points, and EPS was NT$1.58, down NT$0.13.

• 9M operating income was NT$6.784bn, down 8.7% YoY; net profit was NT$9.554bn, up 58.0%, and EPS was NT$6.60.

• 9M gross margin was 22.6%, down 1.3 percentage points YoY; revenue of NT$61.38bn was a record for the period.

Outlook and guidance

• Positioned to pursue structural growth from AI, electrification, and the energy transition, with diversified products and services and long-term investments across core businesses.

• GlobalWafers is evaluating further 12-inch SOI capacity as demand for silicon photonics, RF-SOI, and Power SOI exceeds expansion plans; customer LTA and prepayment discussions are underway.

• SUN is advancing overseas customer qualification and mass production, including high-barrier applications such as LEO satellites; the U.S. module JV may support further market expansion.

• SGE plans to grow green-power trading and energy-saving and storage services; Actron is targeting industrial power, AI PCs, AI data centers, and digital cameras as additional growth areas.