Q2 2026 Earnings: Revenue NT$30.9B, EPS NT$4.08
Original: 2026年第2季財報 - 營收30,862,646千元, 稅後淨利17,522,350千元, EPS 4.08元
Summary
PSMC (Powerchip, 6770) reported Q2 2026 revenue of NT$30.9B and net income after tax of NT$17.5B, yielding an exceptional operating margin of approximately 58% — well above typical Taiwan foundry-sector norms of 20–42%. Basic EPS came in at NT$4.08 per share (par NT$10), with non-operating items contributing a net positive NT$310M. Profitability at this level is a material outperformance versus specialty-foundry peers such as UMC.
Full Translation
PSMC (力晶積成電子製造股份有限公司, TWSE: 6770) filed its Q2 2026 quarterly earnings on August 15, 2026 (ROC year 115). All figures below are converted from NT$ thousands to NT$ billions where applicable.
Revenue (營業收入): NT$30,862,646 thousand = NT$30.9B
Operating Income (營業利益): NT$17,910,193 thousand = NT$17.9B
Operating Margin: ~58.0% — significantly above the foundry-sector average (TSMC ~42%, UMC ~20–25%)
Non-Operating Income / (Expense) net (營業外收入及支出): NT$309,699 thousand = NT$310M (net positive)
Net Income After Tax (稅後淨利): NT$17,522,350 thousand = NT$17.5B
Net Margin: ~56.8%
Basic EPS (基本每股盈餘): NT$4.08 per share (par value NT$10 per share)
The quarter's operating income of NT$17.9B on NT$30.9B of revenue reflects a degree of operating leverage and/or product-mix richness that is rare among Taiwan-listed foundry operators. The non-operating line added a further NT$310M, though it is modest relative to the NT$17.9B operating base. The resulting NT$17.5B net profit implies an effective tax/below-the-line drag of only NT$388M, suggesting favorable tax treatment or minimal minority-interest adjustments. PSMC's specialty-foundry positioning — serving display drivers, power management ICs, and embedded non-volatile memory — appears to be commanding strong pricing in the current cycle.