Sino-American Silicon (SAS) released its March results today that the consolidated revenue reached NT$6.8 billion with 1.5% MoM and -4.7% YoY. SAS Q125 consolidated revenue totaled NT$19.4 billion, with -3.0% QoQ and -1.6% YoY.
SAS’ semiconductor subsidiary, GlobalWafers (GWC), also released its March results today that the consolidated revenue reached NT$5.4 billion with 2.2% MoM and -3.9% YoY. GWC Q125 consolidated revenue totaled NT$15.6 billion, with -4.6% QoQ and 3.4% YoY.
Riding the global wave of energy transition and industrial upgrading, SAS continues to strengthen its strategic footprint across three key sectors: semiconductors, automotive components and renewable energy, leveraging a diversified approach to navigate an evolving market landscape. Regarding SAS Group affiliated companies, Taiwan Speciality Chemicals Corporation (TSC, 4772) delivered a standout performance in the first quarter of 2025, posting its highest Q1 revenue on record and the second highest in the company’s history. In terms of Q125 revenue, Actron Technology Corporation (Actron, 8255) achieved NT$2.1 billion and Advanced Wireless Semiconductor Company (AWSC, 8086) reached NT$771.8 million. This performance not only reflects the competitive advantages of each affiliated company in their respective fields, but also demonstrates the synergy of resource integration within the SAS Group, steadily enhancing corporate value.
In the renewable energy sector, to align with Taiwan government’s updated carbon reduction targets, the Ministry of Environment is expanding its greenhouse gas (GHG) reporting requirements. Approximately 500 additional enterprises will be brought under regulation, mandated to report both Scope 1 (direct emissions) and Scope 2 (indirect emissions from energy use). As part of a broader decarbonization push, the Ministry of Environment is also set to gradually raise the carbon fee, with preferential rates offered to companies submitting voluntary reduction plans—marking a shift from passive compliance to proactive climate action. Driven by the dual-track approach of Taiwan’s “energy-heavy users clause” and the introduction of carbon pricing, corporate demand for renewable energy has surged, becoming a key driver of the energy transition. Clearer renewable energy targets and ongoing policy refinements from the government are expected to accelerate momentum in the green energy sector. SAS is reinforcing its strategic position in renewable energy, with a particular focus on green power deployment. Its subsidiary, Sustainable Energy Solution (SES), has emerged as a full-spectrum energy solutions provider, providing enterprises with efficient and reliable one-stop energy management services to meet the growing demand for low-carbon energy. Amid a global shift toward sustainability-driven innovation, SAS Group leverages its deep industrial expertise and global footprint to help businesses navigate policy shifts and market challenges. By aligning green transformation with sustainable growth, SAS is becoming a key enabler of Taiwan’s energy transition.
Looking ahead to 2025, the rise of affordable AI models is expected to drive device penetration, while advanced packaging technologies and ongoing technological innovation will continuously increase semiconductor wafer consumption, which is expected to sustain the long-term development of the global semiconductor industry. Geopolitical tensions, tariffs, and other uncertainties, along with rising transportation costs continue to drive market demand for localized solutions. Leveraging its global footprint and extensive manufacturing network, GlobalWafers offers local supply advantages across its operations in Asia, the United States, and Europe. By providing one-stop solutions from crystal growth to epitaxy close to its customers, GlobalWafers helps reduce product carbon footprints and supports customers in managing risks arising from evolving global political and economic situations.