U.S. semiconductor tariff policies have attracted global attention. At WT Micro’s August 6 investor conference, Chairman Cheng Wen-tsung noted that U.S. Section 232 investigation tariffs currently only affect passive components, with semiconductor tariffs pending results. On the same day, Trump announced plans for ~100% tariffs on imported chips and semiconductors, details undisclosed.
WT Micro said H1 uncertainties from tariffs and exchange rates have clarified, stabilizing the industry. It expects reduced H2 operational impact, while enhancing global service and supply chain flexibility. Cheng stated only passive components are affected so far, with limited impact; new chip tariffs, if imposed, will be fully passed to clients, and the company is prepared with supply chain resilience prioritized.
Q2 consolidated revenue: NT$259.503 billion (+5% QoQ, +7% YoY), beating forecasts. Q3 outlook: revenue NT$283.5–299.5 billion (+9–15% QoQ, new high); gross margin 3.85–4.05%; net profit NT$2.794–3.444 billion (EPS NT$2.49–3.07).
Cheng is optimistic about AI-driven growth in H2 and 2026, citing recovering urope markets and stable industrial/automotive recovery to boost subsidiary revenues.
ICgoodFind: WT Micro’s clear tariff strategies and AI-driven growth warrant attention.
