New Risk • Jun 26
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 9.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 69% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (9.4% average weekly change). Reported Earnings • May 13
First quarter 2026 earnings released: NT$0.006 loss per share (vs NT$0.70 loss in 1Q 2025) First quarter 2026 results: NT$0.006 loss per share (improved from NT$0.70 loss in 1Q 2025). Revenue: NT$1.70b (up 352% from 1Q 2025). Net loss: NT$626.0k (loss narrowed 99% from 1Q 2025). Profit margin: 0% (up from net loss in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 47% per year, which means it is well ahead of earnings. Reported Earnings • Mar 17
Full year 2025 earnings released: NT$3.19 loss per share (vs NT$2.29 loss in FY 2024) Full year 2025 results: NT$3.19 loss per share (further deteriorated from NT$2.29 loss in FY 2024). Revenue: NT$2.88b (up 31% from FY 2024). Net loss: NT$331.6m (loss widened 49% from FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 116 percentage points per year, which is a significant difference in performance. 공시 • Mar 16
Alcor Micro,Corp., Annual General Meeting, Jun 23, 2026 Alcor Micro,Corp., Annual General Meeting, Jun 23, 2026. Location: 2 floor no,19-10, san ch`ung rd., nangang district, taipei city Taiwan Reported Earnings • Nov 12
Third quarter 2025 earnings released: NT$1.05 loss per share (vs NT$0.55 loss in 3Q 2024) Third quarter 2025 results: NT$1.05 loss per share (further deteriorated from NT$0.55 loss in 3Q 2024). Revenue: NT$883.1m (up 71% from 3Q 2024). Net loss: NT$111.1m (loss widened 106% from 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 149 percentage points per year, which is a significant difference in performance. 공시 • Oct 15
Alcor Micro to Showcase Latest Arm-Based CPU Platform "Mobius100 (CSS V3) at OCP Global Summit 2025 Alcor Micro will participate in the Open Compute Project (OCP) Global Summit 2025 held in San Jose, California, to showcase its latest Arm-based CPU platform -- Mobius100 (CSS V3). The 8-core emulation platform is purpose-built for Artificial Intelligence (AI) and High-Performance Computing (HPC) servers, demonstrating Alcor Micro's leadership in open computing innovation and advanced chip architecture. The on-site demonstration will highlight the collaboration and innovation within the Arm ecosystem. In partnership with Cadence and Jmem Tek, Alcor Micro jointly unveils a revolutionary Digital Twin Design Platform - the Arm CSS V3 8-Core Emulation Platform. This platform redefines the architecture, design flow, and standards of next-generation chip development, accelerating heterogeneous chip integration and system-level innovation. Through deepened collaboration across the Arm ecosystem, the partners are paving the way for a new era of open computing. Alcor Micro adopts the latest Arm CSS V3 EAC2 architecture, which supports CPU die-to-CPU die interconnect as a computational control hub and enables flexible connectivity with GPUs, NPUs, and various AI accelerator dies for true heterogeneous computing integration. This design enhances overall system performance and scalability, establishing a robust foundation for future AI and HPC applications. Leveraging the power-efficient architecture of Arm CPUs, Alcor Micro achieves outstanding performance-per-watt efficiency, delivering exceptional computational capability within limited power budgets. This optimization meets the growing demands of AI and data center workloads while supporting global goals for energy efficiency and sustainability. PQC Solution for Quantum-Safe and Trusted On-Chip Computing: To further strengthen chip-level security and enable trusted computing, Alcor Micro has collaborated with Jmem Tek to develop a PUF-based PQC (Post-Quantum Cryptography) solution. The solution has obtained multiple international certifications, including NIST FIPS 140-3 CAVP, FIPS 203 (ML-KEM), and FIPS 204 (ML-DSA), and fully supports the latest ASCON algorithm, compliant with the SP 800-232 standard. With native hardware acceleration and a low-latency architecture, this technology provides high-speed and energy-efficient quantum-safe protection directly at the chip level, effectively defending against emerging quantum decryption threats and enabling secure and trustworthy on-chip computing. As a key member of the Arm Total Design Partner network in the Design Service category, Alcor Micro possesses extensive experience in Arm-based CSS CPU platform design and integration. The newly developed Mobius100 CPU will play a pivotal role within the Arm CSA ecosystem, providing flexible and cost-effective Arm-based CSS CPU chiplet solutions for the AI and HPC server markets. By combining Alcor Micro's advanced packaging design expertise with chiplet-based modular architecture, theArm-based CSS CPU chiplet achieves high integration flexibility and reusability at the package level, accelerating system-level innovation based on chiplet architecture and fueling the future of open computing. 
