The crystal foundry Longtou Taiwan Electric announced its brightest revenue figures in August on the 10th. The revenue amount not only increased by 3.9% compared with July, but also increased by 33.8% compared with the same period in 2024, indicatin...
The crystal foundry Longtou Taiwan Electric announced its brightest revenue figures in August on the 10th. The revenue amount not only increased by 3.9% compared with July, but also increased by 33.8% compared with the same period in 2024, indicating that the global demand for AI chips is still ongoing. This positive news also led to the performance of NTR ADR in the US stock market. In the early morning of the 11th, NT$264.58 in the US stock market, the NT$260.44 closed at US$9.52, up US$3.79%, with an opportunity to support the continued performance of NT$260.44, which has been high among the Taiwan Stock Exchange.
Taiwan Electric announced the operating income in August 2025, with the revenue amount being NT$335.772 billion, an increase of 3.9% from July and 33.8% from the same period in 2024, creating a second-highest record in history. The cumulative revenue in the first eight months of 2025 was about 24,319.83 billion yuan, an increase of 37.1% compared with the same period in 2024, which is a record high in history.
According to the last French conference, Taiwan Electric's outlook for the third quarter, the amount of USD is 31.8 billion to USD 33 billion. It grew by 8% in the previous quarter and 38% in the same period in 2024. At a exchange rate of $1 to $29, the revenue from around $922.2 billion to $95.7 billion is still growing compared to the second quarter. The gross profit margin is 55.5%~57.5%, which is slightly down from 58.6% in the second quarter of 2025. The operating rate of interest is 45.5%~47.5%, which is also lower than the previous quarter of 49.6%. According to the financial report analysis in July and August, NT$3 should be able to successfully achieve the third quarter financial test.
According to the legal person's view, although the demands related to artificial intelligence provide strong operating and collection energy, NTE still faces the potential challenge of continuous trade frictions between the United States and China. In particular, the US government recently withdrew its license to purchase and deliver necessary chip manufacturing equipment and materials for NTD in China. Although, this situation may complexize the company's business in China and limit its flexibility in providing services to Chinese customers. However, these political resistance in the land still cannot prevent investors from looking forward to Taiwan's economic development. This has led to the NT$32% rise in U.S. stocks so far in 2025, exceeding the standard Puer 500 index by 11% during the same period.
