World Advanced announced today (7th) its internal self-settlement revenue for October was approximately NT$3.909 billion, a monthly decrease of 23.52% and an annual increase of 3.06%. The main reason was a decrease in wafer shipments; the cumulative consolidated revenue from January to October was approximately NT$39.906 billion, an increase of approximately 9.95% over the same period last year.

World Advanced recently stated in a conference that looking forward to the fourth quarter, due to seasonal demand slowdown and supply chain inventory adjustment at the end of the year, under the assumption of an average exchange rate of NT$30.2 to US$1, it is expected that wafer shipments in the fourth quarter will decrease by approximately 6% to 8% quarter-to-quarter; the average product sales unit price will increase by approximately 4% to 6% quarter-to-quarter; gross profit margin will be approximately between 26.5% and 28.5%. In addition, after negotiating with customers, the company expects to recognize additional long-term contract revenue accounting for approximately 1% of operating revenue in addition to wafer revenue.

Looking forward to 2026, World Advanced Chairman and Chief Strategy Officer stated that global GDP is expected to grow by approximately 3.1%, and the semiconductor industry is also expected to usher in annual expansion. The company has observed that most customers have actively controlled inventory since this year, and it is expected that the inventory correction will bottom out in the fourth quarter, and may even bottom out early.

Fanglue believes that as the global AI investment boom continues to expand, hardware construction will become a key driving force. The world's leading companies have been deeply involved in the field of power management for a long time, and have a solid technical foundation and accurate market forecasting capabilities in AI server and data center applications. As AI drives a new wave of hardware demand growth, 2026 will usher in a healthy growth stage driven by AI applications.

Further reading: World Advanced Q3 earned 0.91 yuan per share! Chairman’s strategy: Q4 inventory correction has bottomed out ahead of schedule Shifting to long-term layout, financial forecast is not as good as expected! Duolingo shares plummet 25%, hitting record low