营收锐减，晶圆厂谋划涨价

Core Viewpoint - The company reported a revenue of approximately NT$40.12 billion for January 2026, representing an increase of about 18.37% compared to NT$33.89 billion in January 2025, despite a month-over-month decrease of approximately 18.62% due to reduced wafer shipments [1] Group 1: Financial Performance - The company anticipates wafer shipments to increase by approximately 1% to 3% quarter-over-quarter in Q1 2026, with average selling prices expected to decrease by 3% to 5% [1] - The gross margin is projected to be between 28% and 30% for the same period [1] - The company has maintained a cash dividend of NT$4.5 per share for the fifth consecutive year, totaling approximately NT$84.03 billion in cash dividends [2] Group 2: Market and Production Insights - The company is experiencing strong demand for AI applications, leading to increased semiconductor demand, particularly in mature processes [1] - The company is advancing in the establishment of its 12-inch factory in Singapore, with over 200 machines expected to be introduced, aiming for initial sampling in 2026 and mass production in Q1 2027 [2] - The company has announced a second wave of price increases for foundry services, ranging from 10% to 15%, due to capacity constraints [1]