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Sino-American Silicon Products (5483) investor relations material
Sino-American Silicon Products Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved record-high Q2 revenue of NT$21.1 billion, up 8.96% QoQ, and NT$40.5 billion for 1H26, up 2.26% YoY.
Net profit for Q2 reached NT$4.45 billion (21.1% margin), up 70.6% QoQ and 157.7% YoY; 1H26 net profit was NT$7.06 billion, up 100.3% YoY.
EPS for Q2 was NT$3.19 and NT$5.02 for 1H26, both among the highest for the period.
Diversified business portfolio across semiconductors, automotive components, and renewable energy drove growth and resilience.
Financial highlights
Gross profit margin for Q2 was 22.7% and 22.9% for 1H26, down from 25.7% in 1H25.
Operating income for Q2 was NT$2.25 billion (10.6% margin), and NT$4.55 billion for 1H26 (11.2% margin), both lower YoY.
EBITDA for Q2 was NT$8.45 billion (40.0% margin), and NT$14.15 billion for 1H26 (34.9% margin), both up significantly YoY.
ROE (annualized) improved to 14.8% in Q2 and 11.7% for 1H26; ROA (annualized) rose to 6.7% in Q2 and 6.0% for 1H26.
Outlook and guidance
Strong demand expected from AI data centers, electrification, and renewable energy, with global electricity demand projected to grow 20% over five years.
Renewables, especially solar PV, will remain the main source of new power generation, supporting long-term demand for green power and energy management.
Semiconductor market recovery is broadening, with improving utilization and order visibility across advanced and mature nodes.
- Net income surged 45% year-over-year on stable revenue and strong semiconductor results.5483
Q1 202620 Jul 2026 - Q1 2024 saw lower revenue and profit, margin compression, and continued investment in capacity.5483
Q1 202426 May 2026 - First-half 2024 saw lower revenue and profit, with major US expansion plans underway.5483
Q2 202426 May 2026 - Revenue and net income fell year-over-year, but liquidity and capital investments remain strong.5483
Q3 202426 May 2026 - Revenue and net income declined year-over-year, with gross margin dropping to 26%.5483
Q1 202526 May 2026 - Net income dropped 46% to NT$5,346 million, while cash surged after a major GDR issuance.5483
Q4 202426 May 2026 - Net income fell sharply despite stable revenue, driven by foreign exchange losses and higher costs.5483
Q2 202526 May 2026 - 2025 saw sharply lower revenue and net income, a major solar business spin-off, and robust equity.5483
Q4 202526 May 2026 - Revenue and profit declined amid restructuring, acquisitions, and margin pressure.5483
Q3 202526 May 2026
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