Reported Earnings • May 07
First quarter 2026 earnings released: NT$0.55 loss per share (vs NT$0.49 loss in 1Q 2025) First quarter 2026 results: NT$0.55 loss per share (further deteriorated from NT$0.49 loss in 1Q 2025). Revenue: NT$75.9m (flat on 1Q 2025). Net loss: NT$39.4m (loss widened 14% from 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings. New Risk • Apr 16
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 8.4% 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 Risks Less than 1 year of cash runway based on free cash flow trend (-NT$101m free cash flow). Earnings have declined by 65% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (8.4% average weekly change). Tillkännagivande • Mar 12
RDC Semiconductor Co., Ltd., Annual General Meeting, Jun 11, 2026 RDC Semiconductor Co., Ltd., Annual General Meeting, Jun 11, 2026. Location: 2 floor no,1, kung yeh tung 2nd rd., hsinchu science park, hsinchu city Taiwan Reported Earnings • Mar 12
Full year 2025 earnings released: NT$2.03 loss per share (vs NT$0.34 loss in FY 2024) Full year 2025 results: NT$2.03 loss per share (further deteriorated from NT$0.34 loss in FY 2024). Revenue: NT$309.0m (down 27% from FY 2024). Net loss: NT$143.9m (loss widened 497% from FY 2024). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings. New Risk • Mar 04
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 7.3% 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 Risks Less than 1 year of cash runway based on free cash flow trend (-NT$121m free cash flow). Earnings have declined by 60% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (7.3% average weekly change). Reported Earnings • Nov 06
Third quarter 2025 earnings released: NT$0.41 loss per share (vs NT$0.52 loss in 3Q 2024) Third quarter 2025 results: NT$0.41 loss per share (improved from NT$0.52 loss in 3Q 2024). Revenue: NT$80.6m (down 11% from 3Q 2024). Net loss: NT$29.5m (loss narrowed 19% from 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings. Reported Earnings • Aug 01
Second quarter 2025 earnings released: NT$0.60 loss per share (vs NT$0.59 profit in 2Q 2024) Second quarter 2025 results: NT$0.60 loss per share (down from NT$0.59 profit in 2Q 2024). Revenue: NT$80.4m (down 50% from 2Q 2024). Net loss: NT$42.2m (down 203% from profit in 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 47 percentage points per year, which is a significant difference in performance. Reported Earnings • May 05
First quarter 2025 earnings released: NT$0.49 loss per share (vs NT$0.12 profit in 1Q 2024) First quarter 2025 results: NT$0.49 loss per share (down from NT$0.12 profit in 1Q 2024). Revenue: NT$75.2m (down 31% from 1Q 2024). Net loss: NT$34.5m (down NT$42.6m from profit in 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance. Tillkännagivande • May 01
RDC Semiconductor Co., Ltd. announced a financing transaction RDC Semiconductor Co., Ltd announced a private placement to issue 12,800,000 Common Shares having a par value of TWD 10 on April 30, 2025. The transaction has been approved by the board of directors of the company. The securities offered in the transaction will have a restriction period of 3 years. Tillkännagivande • Apr 24
RDC Semiconductor Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025 RDC Semiconductor Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025 Reported Earnings • Mar 19
Full year 2024 earnings released: NT$0.34 loss per share (vs NT$1.73 loss in FY 2023) Full year 2024 results: NT$0.34 loss per share (improved from NT$1.73 loss in FY 2023). Revenue: NT$424.7m (up 41% from FY 2023). Net loss: NT$24.1m (loss narrowed 80% from FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance. Tillkännagivande • Mar 06
RDC Semiconductor Co., Ltd., Annual General Meeting, Jun 17, 2025 RDC Semiconductor Co., Ltd., Annual General Meeting, Jun 17, 2025. Location: 2 floor no,1, kung yeh tung 2nd rd., hsinchu science park, hsinchu city Taiwan Reported Earnings • Nov 17
Third quarter 2024 earnings released: NT$0.52 loss per share (vs NT$0.37 loss in 3Q 2023) Third quarter 2024 results: NT$0.52 loss per share (further deteriorated from NT$0.37 loss in 3Q 2023). Revenue: NT$90.3m (up 20% from 3Q 2023). Net loss: NT$36.4m (loss widened 42% from 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance. Tillkännagivande • Oct 24
RDC Semiconductor Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024 RDC Semiconductor Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024 New Risk • Sep 02
New major risk - Financial position The company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -NT$75m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-NT$75m free cash flow). Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings have declined by 15% per year over the past 5 years. Reported Earnings • Aug 17
Second quarter 2024 earnings released: EPS: NT$0.59 (vs NT$0.33 loss in 2Q 2023) Second quarter 2024 results: EPS: NT$0.59 (up from NT$0.33 loss in 2Q 2023). Revenue: NT$159.8m (up 107% from 2Q 2023). Net income: NT$41.0m (up NT$63.9m from 2Q 2023). Profit margin: 26% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 99 percentage points per year, which is a significant difference in performance. Tillkännagivande • Aug 02
RDC Semiconductor Co., Ltd. to Report Q2, 2024 Results on Aug 09, 2024 RDC Semiconductor Co., Ltd. announced that they will report Q2, 2024 results on Aug 09, 2024 Reported Earnings • May 19
First quarter 2024 earnings released: NT$0.35 loss per share (vs NT$0.35 loss in 1Q 2023) First quarter 2024 results: NT$0.35 loss per share (improved from NT$0.35 loss in 1Q 2023). Revenue: NT$76.6m (flat on 1Q 2023). Net loss: NT$24.7m (flat on 1Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 127 percentage points per year, which is a significant difference in performance. Tillkännagivande • May 02
RDC Semiconductor Co., Ltd. announced that it expects to receive TWD 128 million in funding RDC Semiconductor Co., Ltd. announced a private placement of 12,800,000 common shares at a price of TWD 10 per share for the gross proceeds of TWD 128,000,000 on April 30, 2024. The transaction has been approved by the shareholders of the company. Reported Earnings • Mar 17
Full year 2023 earnings released: NT$1.73 loss per share (vs NT$0.51 profit in FY 2022) Full year 2023 results: NT$1.73 loss per share (down from NT$0.51 profit in FY 2022). Revenue: NT$301.8m (down 28% from FY 2022). Net loss: NT$121.0m (down 438% from profit in FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance. Tillkännagivande • Mar 07
RDC Semiconductor Co., Ltd., Annual General Meeting, Jun 13, 2024 RDC Semiconductor Co., Ltd., Annual General Meeting, Jun 13, 2024. Location: 2F, No. 1, Industrial E. 2nd Rd Taiwan Taiwan Agenda: To consider and approve 2023 Business Report; to consider and approve 2023 Audit Committee's Review Report; to consider and approve 2023 Private Placement Report; to consider and approve Revision of Regulations for Board Meetings; to Amendment of Articles of Incorporation; and to discuss other matters. Upcoming Dividend • Aug 10
Inaugural dividend of NT$0.10 per share Eligible shareholders must have bought the stock before 17 August 2023. Payment date: 19 September 2023. This is the first dividend for RDC Semiconductor since going public. The average dividend yield among industry peers is 3.3%. Reported Earnings • Jul 28
Second quarter 2023 earnings released: NT$0.34 loss per share (vs NT$0.15 profit in 2Q 2022) Second quarter 2023 results: NT$0.34 loss per share (down from NT$0.15 profit in 2Q 2022). Revenue: NT$77.1m (down 26% from 2Q 2022). Net loss: NT$23.0m (down 332% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings. Reported Earnings • Oct 29
Third quarter 2022 earnings released: NT$0.20 loss per share (vs NT$0.12 loss in 3Q 2021) Third quarter 2022 results: NT$0.20 loss per share (further deteriorated from NT$0.12 loss in 3Q 2021). Revenue: NT$66.4m (down 27% from 3Q 2021). Net loss: NT$13.8m (loss widened 66% from 3Q 2021). Over the last 3 years on average, earnings per share has increased by 72% per year whereas the company’s share price has increased by 71% per year. Reported Earnings • Jul 29
Second quarter 2022 earnings released: EPS: NT$0.15 (vs NT$1.38 in 2Q 2021) Second quarter 2022 results: EPS: NT$0.15 (down from NT$1.38 in 2Q 2021). Revenue: NT$104.2m (down 49% from 2Q 2021). Net income: NT$9.90m (down 89% from 2Q 2021). Profit margin: 9.5% (down from 46% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has increased by 143% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Apr 29
First quarter 2022 earnings released: EPS: NT$0.99 (vs NT$1.38 in 1Q 2021) First quarter 2022 results: EPS: NT$0.99 (down from NT$1.38 in 1Q 2021). Revenue: NT$178.0m (down 4.5% from 1Q 2021). Net income: NT$67.4m (down 28% from 1Q 2021). Profit margin: 38% (down from 50% in 1Q 2021). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has increased by 148% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Mar 11
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: NT$2.92 (up from NT$1.02 in FY 2020). Revenue: NT$618.4m (up 64% from FY 2020). Net income: NT$197.9m (up 186% from FY 2020). Profit margin: 32% (up from 18% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has increased by 162% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Oct 31
Third quarter 2021 earnings released: NT$0.12 loss per share (vs NT$0.25 profit in 3Q 2020) The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: NT$90.3m (down 3.2% from 3Q 2020). Net loss: NT$8.31m (down 150% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has increased by 169% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Jul 30
Second quarter 2021 earnings released: EPS NT$1.38 (vs NT$0.25 loss in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$205.0m (up 228% from 2Q 2020). Net income: NT$93.5m (up NT$110.6m from 2Q 2020). Profit margin: 46% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has increased by 105% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • May 06
Investor sentiment deteriorated over the past week After last week's 34% share price decline to NT$180, the stock trades at a trailing P/E ratio of 74.4x. Average trailing P/E is 26x in the Semiconductor industry in Taiwan. Total returns to shareholders of 377% over the past three years. Reported Earnings • May 01
First quarter 2021 earnings released: EPS NT$1.38 (vs NT$0.021 in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$186.4m (up 148% from 1Q 2020). Net income: NT$93.3m (up NT$91.9m from 1Q 2020). Profit margin: 50% (up from 1.9% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 86% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Mar 19
Full year 2020 earnings released: EPS NT$1.02 (vs NT$0.68 loss in FY 2019) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$378.3m (up 66% from FY 2019). Net income: NT$69.3m (up NT$115.3m from FY 2019). Profit margin: 18% (up from net loss in FY 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 129% per year, which means it is well ahead of earnings. Tillkännagivande • Mar 12
RDC Semiconductor Co., Ltd., Annual General Meeting, Jun 10, 2021 RDC Semiconductor Co., Ltd., Annual General Meeting, Jun 10, 2021. Is New 90 Day High Low • Feb 18
New 90-day high: NT$272 The company is up 138% from its price of NT$114 on 20 November 2020. The Taiwanese market is up 18% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 35% over the same period. Is New 90 Day High Low • Jan 18
New 90-day high: NT$240 The company is up 132% from its price of NT$104 on 21 October 2020. The Taiwanese market is up 20% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 32% over the same period. Is New 90 Day High Low • Dec 31
New 90-day high: NT$213 The company is up 127% from its price of NT$93.50 on 30 September 2020. The Taiwanese market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 24% over the same period. Is New 90 Day High Low • Dec 09
New 90-day high: NT$186 The company is up 127% from its price of NT$81.60 on 10 September 2020. The Taiwanese market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 25% over the same period. Is New 90 Day High Low • Nov 20
New 90-day high: NT$114 The company is up 93% from its price of NT$59.00 on 21 August 2020. The Taiwanese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 16% over the same period. Reported Earnings • Nov 06
Third quarter 2020 earnings released: EPS NT$0.25 The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$93.2m (up 115% from 3Q 2019). Net income: NT$16.7m (up NT$41.5m from 3Q 2019). Profit margin: 18% (up from net loss in 3Q 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 72% per year, which means it is well ahead of earnings. Is New 90 Day High Low • Oct 20
New 90-day high: NT$103 The company is up 72% from its price of NT$59.90 on 22 July 2020. The Taiwanese market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 15% over the same period. Is New 90 Day High Low • Sep 21
New 90-day high: NT$88.00 The company is up 62% from its price of NT$54.40 on 23 June 2020. The Taiwanese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 30% over the same period.