SAI Posts NT$581 Million in July Revenue, Up 6.12% YoY; Stable 2H25 Outlook, Semiconductor Revenue Contribution Set for 2026

2025/08/07, Yunlin, Taiwan

Global automotive wheel industry leader SuperAlloy Industrial Co., Ltd. (SAI, 1563 TT) announced its consolidated revenue of NT$581 million for July 2025, representing a 6.12% year-over-year increase, despite the traditional summer slowdown in the automotive industry and the impact of New Taiwan Dollar appreciation. Revenue was down 5.84% month-over-month. On a currency-adjusted basis (using July 2024’s USD/TWD exchange rate of 32.66, July revenue would have increased by 14.7% YoY). For the period January to July 2025, consolidated revenue totaled NT$4.21 billion, a 3.68% decline compared to NT$4.38 billion in the same period last year.

Looking ahead to the second half of 2025, SAI expects revenue to remain in line with the first half. While foreign exchange volatility and customer adjustments to vehicle assembly schedules may pose some impact, the company remains confident in its long-term partnerships with global luxury automakers. SAI continues to reinforce its leadership position in the global premium forged wheel market, while supporting clients in adapting to evolving tariff conditions.

Leveraging over 30 years of forging expertise, SAI is actively expanding its high-precision aluminum forging capabilities beyond the automotive sector. The Company is targeting key components and consumables used in advanced semiconductor manufacturing equipment. By optimizing its existing equipment for efficient production, SAI aims to maximize capital returns. Its forged aluminum products—characterized by high strength, purity, and stability—are on par with those of leading international manufacturers and play a key role in enabling import substitution, thereby strengthening Taiwan’s semiconductor supply chain. Amid global supply chain realignment, SAI has emerged as a trusted local partner, engaging in certification and collaboration discussions with both domestic and international semiconductor companies. With increased recycled aluminum smelting capacity and enhanced flexibility in production sizes and alloy compositions, the company significantly improves recycling efficiency and carbon reduction across the aluminum industry. Through vertical and horizontal integration, SAI offers cost-effective, sustainable solutions across multiple sectors. The Company aims to increase revenue from non-passenger vehicle aluminum wheels to over 40% within three years, with semiconductor-related contributions expected to begin in 2026.

<Appendix> Monthly Consolidated Revenue                                Unit: NT$ thousand