SAI Reports August Revenue of NT$537 Million; Tariff-Driven Supply Chain Shifts Create New Opportunities for SAI

2025/09/09, Yunlin, Taiwan

Global automotive wheel industry leader SuperAlloy Industrial Co., Ltd. (SAI, 1563 TT) announced consolidated revenue of NT$537 million for August 2025, down 7.6% month-on-month and 6.4% year-on-year. Cumulative revenue for January through August 2025 totaled NT$4.75 billion, representing a 4% decline compared to the same period last year. SAI noted that July and August are traditionally the slow summer season for the automotive industry, but demand is expected to rebound as OEMs resume orders after the holiday break.

Global supply chains are undergoing restructuring amid tariff realignments and the accelerating shift toward electrification. Under the USMCA agreement, the regional value content (RVC) for passenger cars and light trucks has been raised to 75%, with additional requirements covering steel, aluminum, and labor value. This is prompting automakers to increase sourcing in North America and diversify away from China, creating favorable opportunities for internationally positioned suppliers. Leveraging its expertise in lightweight forged wheels, integrated design capabilities, and proven product quality, SAI has become a strategic partner to multiple premium carmakers. With production bases in Taiwan and Germany, and service and distribution hubs in Europe and North America, SAI is able to support risk diversification, shorten lead times, and meet local compliance needs, standing out amid global supply chain realignment.

In addition to ongoing technical collaborations with automakers on hundreds of new vehicle models annually, SAI has recently received inquiries from multiple customers for forged aluminum wheels, semi-finished forged products, and related components. As order transfers accelerate, new customers and orders are expected to provide strong growth momentum.

Looking ahead, SAI is expanding forged aluminum technology into high-barrier applications beyond automotive, unlocking its second growth curve. The Company’s “dual-engine growth strategy” focuses on enhancing premium wheel technology and co-design capabilities while adopting recycled aluminum, renewable energy, and energy-efficient equipment to serve luxury, supercar, and EV platforms aligned with low-carbon supply chain requirements, while simultaneously advancing applications in semiconductor equipment components, consumables, and post-consumer aluminum recycling. SAI aims to complete key certifications for semiconductor components by year-end and secure inclusion in major equipment manufacturers’ approved vendor lists, with revenue contributions expected to begin in 2026.

Through technology leadership, global capacity, and a more diversified product portfolio, SAI is sustaining stable order flows despite trade uncertainties. The Company targets raising revenue contribution from non-passenger car wheel products to over 40% within three years, adding fresh momentum to long-term growth.

<Appendix> Monthly Consolidated Revenue                                Unit: NT$ thousand