Powerchip Semiconductor Q3 profit nearly doubles as 3D AI lines resume
Powerchip Semiconductor reported third-quarter revenue of NT$21.3 billion, up 23% sequentially and 80% year over year, while net profit rose 98% to NT$6.5 billion and gross margin reached 48%. Its 3D AI foundry revenue share fell from 5.4% to 1.4%, partly because of equipment relocation and a production pause at the Tongluo plant. The company said related production lines had resumed in Hsinchu, with the Wafer-on-Wafer line in small-volume trial production; it expects 3D AI foundry revenue momentum to return in the fourth quarter. Powerchip forecasts double-digit fourth-quarter revenue growth and plans to raise automotive-process foundry prices by 10% to 20% for 2027 while negotiating with customers. These are company forecasts and plans rather than completed results.
The results show that higher selling prices drove strong quarterly performance while production relocation temporarily reduced 3D AI foundry output. The reported restart at Hsinchu, fourth-quarter revenue outlook and planned automotive foundry price increase provide concrete updates on Powerchip’s recovery and capacity pricing.
力積電今（21 日）舉辦第三季法說會，單季營收 213 億元，季增 23%、年增 80%，主要受惠 ASP 上漲；淨利 65 億元，季增 98%、年增 338%；毛利率 48%，較第二季的 28% 增加 20 個百分點；每股盈餘 1.38 元。其中，第三季晶圓出貨量為 41.6 萬片，較第二季略減，主要受到銅鑼廠產能調整影響。
累計前三季合併營收 522 億元，年增52.5%；淨利 240 億元，毛利率31.5%、營益率49.3%，每股盈餘 5.42 元。力積電指出，第一季獲利包含出售銅鑼 P5 廠予美光的效益，第二、三季則較能反映本業營運改善。
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