Hsinchu, Taiwan, July 7, 2026 – Sino-American Silicon Products Inc. (SAS, 5483:TT) released its June results today, indicating that the consolidated revenue reached NT$7.7 billion, with 14.8% MoM and 7.61% YoY. Moving into Q226, SAS reported consolidated revenue of NT$21.1 billion, marking a 8.96% QoQ and 4.39% YoY. SAS’s consolidated revenue for the first half of 2026 reached NT$40.5 billion, surpassing the NT$40 billion mark and marking the second-highest level for the same period in the company’s history. Both second-quarter and June revenue set new record highs for their respective periods. These results reflect the continued synergies generated by the Group’s long-term strategic positioning in key industries, further strengthening its diversified business portfolio and global market competitiveness.

 

SAS’s semiconductor subsidiary, GlobalWafers (GWC, 6488:TT), also released its June results today. The consolidated revenue reached NT$5.6 billion, marking a 16.16% MoM and a -1.63% YoY. In Q226, GlobalWafers’ consolidated revenue totaled NT$15.2 billion, showing a 8.79% QoQ and a -4.96% YoY. Looking at the first half of 2026, the consolidated revenue amounted to NT$29.2 billion, reflecting a -7.6% YoY. GlobalWafers’ second-quarter revenue rebounded significantly from the first quarter, indicating that its operating momentum has been gradually improving, supported by the recovery in semiconductor market conditions and demand for high-end applications. This also lays a solid foundation for the company’s performance in the second half of the year.

 

In the first half of 2026, the global semiconductor industry continued to recover on an uneven but upward trajectory. In addition to sustained strong demand for AI and advanced process applications, mature-node applications such as automotive, industrial, and energy management also gradually improved, leading to a more balanced structure for semiconductor wafers demand. GlobalWafers’ revenue in the first half of the year benefited from demand driven by AI, high-performance computing, and advanced process applications. Demand for 12-inch silicon wafers remained robust, while visibility for high-end and specialty products such as SOI and GaN continued to improve. In terms of capacity utilization, apart from new expansion projects that remain in the active sampling and qualification stage, existing 12-inch production lines operated at full utilization, while 8-inch product lines maintained high loading levels, with signs of recovery expected to gradually extend to 6-inch products. This reflects emerging signs of improvement across the industry following a period of customer inventory adjustments. GlobalWafers will continue to flexibly allocate its global capacity based on customer demand and qualification progress. Through long-term agreements, supply chain diversification, and continued improvements in operational efficiency, the Company aims to strengthen supply stability and cost resilience in response to fluctuations in global raw material, energy, and logistics costs caused by geopolitical risks and regional conflicts.

 

Benefiting from the global energy transition and the rapid development of emerging applications such as AI and low-earth-orbit (LEO) satellites, demand for renewable energy continues to rise. As the U.S., Europe, and Japan promote energy independence and supply chain localization, Taiwan remains well positioned to capture opportunities arising from global supply chain restructuring, leveraging its strong industrial ecosystem and manufacturing capabilities. SAS is advancing its renewable energy business through a dual-track strategy of “Manufacturing + Services.” On the manufacturing side, the Company’s wholly owned Yilan-based subsidiary, Sustainable Sunrise Co., Ltd. (SUN), focuses on high-value solar technologies and specialized applications with high entry barriers, broadening its international footprint while targeting niche segments, such as net-zero premium solar rooftops and LEO satellites. On the services side, its subsidiary, Susen Green Energy (SGE), integrates power generation, power sales, energy storage, and energy efficiency services to provide one-stop green energy solutions for corporate customers. As of the end of the second quarter of 2026, Sustainable Energy Solution (SES) and Anneal Energy (Anneal), the Group’s power sales subsidiaries, had signed cumulative green power contracts exceeding 26 billion kWh, reflecting SAS’s solid progress in expanding its presence in the renewable energy market. Following SGE’s official registration on the Taipei Exchange Emerging Stock Market (Stock Code: 7931) on June 29, SGE will continue to enhance its energy service business and capitalize on opportunities in the growing green energy market.

 

Regarding its affiliated companies, Taiwan Speciality Chemicals Corporation (TSC, 4772:TT) reported consolidated revenue of NT$1.8 billion for the first half of the year, representing a YoY increase of 262.8%. The strong growth was driven by the combined momentum of TSC’s core business and its subsidiary, Hung Jie Technology Corporation (HJT). Amid increasing demand for advanced semiconductor manufacturing driven by AI applications, shipments of key specialty gases, including disilane and AHF (anhydrous hydrogen fluoride), continued to ramp up. Meanwhile, demand for HJT’s ultra-high purity cleaning and ultra-precision coating services also increased, further supporting its overall business growth. Advanced Wireless Semiconductor Company (AWSC, 8086:TT) reported revenue of NT$2.5 billion for the first half of the year, representing a YoY increase of 44.4%. Supported by growing demand for advanced GaAs (gallium arsenide) wafer foundry services driven by 5G and WiFi 7 applications, AWSC is expanding into high-value-added applications, including high-speed optical communications (VCSEL Datacom) and solar applications for High-Altitude Platform Systems (HAPS). Actron Technology Corporation (Actron, 8255:TT) reported revenue of NT$4.1 billion for the first half of the year, representing a YoY decrease of 4.9%. In addition to strengthening its presence in the automotive market, Actron is also expanding into high-growth industrial applications, including high-voltage direct current (HVDC), AI servers, solar energy, and robotics, while developing high-performance power products. As these business initiatives continue to advance, the SAS Group will further deepen its presence across its three strategic pillars—renewable energy, automotive components, and semiconductors—while leveraging resource integration and cross-business synergies to reinforce its long-term growth drivers.