3Q 2025 Financial Performance - Revenue reached a record high of $635.2 million, a 20.7% increase compared to 3Q 2024 and a 12.2% increase compared to 2Q 2025[2] - Gross margin was 13.5%, up 1.3 percentage points from 3Q 2024 and 2.6 percentage points from 2Q 2025[2] - Net profit attributable to shareholders of the parent company was $25.7 million, a 42.6% decrease compared to 3Q 2024 but a 223.5% increase compared to 2Q 2025[2] - Net loss for the period was $7.2 million, compared to a profit of $22.9 million in 3Q 2024 and a loss of $32.8 million in 2Q 2025[3] Revenue Breakdown - Revenue from 12'' wafers increased by 43.0% year-over-year, reaching $376.4 million and accounting for 59.3% of total revenue[10] - Revenue from China increased by 20.3% year-over-year, reaching $522.6 million and accounting for 82.3% of total revenue[15] - Standalone NVM revenue increased significantly by 106.6% year-over-year, reaching $60.6 million and accounting for 9.5% of total revenue[18] - Revenue from ≤65nm technology nodes increased by 47.7% year-over-year, reaching $172.2 million and accounting for 27.1% of total revenue[21] - Consumer Electronics end market contributed $407.5 million, representing 64.1% of the total revenue, a 23.2% increase YoY[24] Capacity and Utilization - Monthly capacity reached 468K (8" equivalent wafers) in 3Q 2025[8] - Overall capacity utilization was 109.5% in 3Q 2025[8] 4Q 2025 Guidance - The company expects revenue to be approximately $650 million to $660 million[25] - The company expects gross margin to be in the range of 12% to 14%[25]
华虹半导体(01347) - 2025 Q3 - 电话会议演示