Faraday Reports Third Quarter 2025 Results

Revenue Reached NT$3.24 billion, 28% QoQ Decline and 12% YoY Growth, with a Basic EPS of NT$0.58
Design Win in 4nm AI ASIC Project and 2.5D/3D Advanced Packaging Breakthrough in North America

Third Quarter 2025 Highlights [1]:

• Revenue of NT$3,236 million (US$144.9 million) 
• Gross margin was 33.2%
• Net income attributable to stockholders of the parent was NT$152 million (US$0.83 million)
• Earnings per share of NT$0.58

Hsinchu,  Taiwan -- October 28, 2025 -- Faraday Technology Corporation (“Faraday” or the “Company”) (TWSE: 3035), a leading fabless ASIC service and silicon IP provider, today announced its consolidated financial results for the third quarter of 2025. Third quarter consolidated revenue was NT$3,236 million, down by 28% QoQ and up by 12% YoY, with a gross margin of 33.2%. Net income attributable to stockholders of the parent was NT$152 million, with a basic EPS of NT$0.58.

Looking back at the third quarter, the consolidated revenue amounted to NT$3,236 million, a 28% decrease QoQ but still a 12% increase YoY. In terms of product mix, IP revenue performed outstandingly at NT$410 million, reflecting a 43% QoQ growth, although it was 7% lower compared to the historical high record during the same period last year. NRE revenue reached NT$490 million, marking a 19% increase from the previous quarter. However, due to client-driven schedule adjustments, the growth fell short of expectations and declined by 24% compared to the same period last year. Mass production revenue stood at NT$2,331 million, down 39% QoQ, yet still up 30% YoY. It is noteworthy that the Company has continuously deepened its dual growth engines in advanced technology and advanced packaging, achieving significant breakthroughs. Not only did Faraday successfully secure a new 4nm AI ASIC project, demonstrating international customers’ recognition of Faraday’s advanced technology development and AI design capabilities, but it also obtained 2.5D and 3D advanced packaging projects from North America customers, indicating successful execution of its regional market diversification strategy. Regarding foundry partnerships, Faraday has implemented a multi-foundry strategy for advanced technologies and established strategic collaborations with four major international foundries. The Company has now fully qualified the process design kits (PDK) from each foundry and launched an integrated design platform to support customer projects. This strategy not only addresses customers’ needs for geographic risk diversification but also enhances strategic value amid ongoing semiconductor supply chain restructuring.

Looking ahead, although the consolidated revenue for the fourth quarter is expected to experience a short-term decline, the Company anticipates the full-year revenue to reach a new historical high. In response to evolving international market dynamics, Faraday’s multiple-foundry strategy enhances supply chain resilience by mitigating reliance on single supplier and reducing exposure to geopolitical risks. At the same time, by leveraging the technological strengths and capacity allocation of its foundry partners, the Company can improve flexibility in advanced packaging and heterogeneous integration, achieve optimal technical alignment, and, more importantly, meet regulatory compliance and local production requirements. In the long term, as the Company continues to accumulate expertise in advanced process and advanced packaging projects, coupled with its global manufacturing and packaging network expansion, it will be well positioned to enhance the value-added content of its comprehensive solutions and further solidify its competitive advantage in the marketplace.