Sino-American Silicon Products (5483) Q2 2026 earnings summary

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.