Abstract

TIANYU SEMI will announce its quarterly results on August 27, 2026 post-Market; this preview compiles recent financial data and forecasts alongside market commentary to outline expectations on revenue, margins, earnings, and segment trends.

Market Forecast

Based on the company’s previous disclosures and market tracking, revenue this quarter is expected to grow versus last year, with modest sequential improvement; adjusted EPS is projected to rise alongside gross profit margin stabilization, while net profit margin is seen broadly steady year over year. The main business profile centers on silicon carbide (SiC) epitaxial wafers, with demand supported by EV power electronics and industrial drives, and the company’s mix shifting toward 8-inch capacity ramp. The most promising segment is 8-inch self-manufactured SiC epitaxial wafers, underpinned by capacity additions and customer qualification progress.

Last Quarter Review

TIANYU SEMI reported solid quarter-on-quarter operating performance last quarter, but detailed figures for revenue, gross profit margin, net profit attributable to the parent, net profit margin, and adjusted EPS were not disclosed in the consolidated datasets. Production and shipment structure continued to diversify, with a growing contribution from higher-value 8-inch SiC epitaxial wafers. Main business mix included Sales of Self-Manufactured SiC Epitaxial Wafers - 6-Inch at 321.41 million, 8-Inch at 198.45 million, 4-Inch at 2.67 million, and Other Sales and Services at 186.70 million.

Current Quarter Outlook

Main business: SiC epitaxial wafers

SiC epitaxial wafers remain the core revenue engine, supported by customer pull from automotive inverters, onboard chargers, and industrial power control. Unit economics improve as the company transitions from 6-inch to 8-inch wafers, which lowers cost per die after yield learning, supporting margin recovery if utilization remains healthy. Watch blended average selling prices and utilization; both are pivotal to sustaining gross margin stabilization into this quarter’s close.

Most promising business: 8-inch SiC epitaxial wafers

The 8-inch line is poised to scale as more key customers conclude process qualifications, enabling higher-volume release orders. Yield maturation typically boosts effective output and lowers scrap, and with multi-layer epi structures gaining traction for higher-voltage devices, the revenue mix may tilt toward premium products. If wafer cycle times and epi uniformity meet Tier-1 standards, incremental orders could outpace the legacy 6-inch line, supporting double-digit year-over-year growth.

Key stock-price swing factors this quarter

Pricing and mix in automotive SiC remain paramount; any discounting from peers could pressure margins unless offset by cost-downs and better yields on 8-inch. Capacity utilization is the second lever; under-absorption would dilute margins, while steadier fab loading preserves fixed-cost coverage. Customer qualification cadence is the third factor; one or two large program wins or pushouts can materially change revenue timing and investor sentiment.

Analyst Opinions

Recent analyst and institutional commentary trends neutral-to-positive, emphasizing the transition toward 8-inch SiC epi and customer pipeline visibility; the balance of opinions leans constructive over cautious. The prevailing view highlights execution on 8-inch ramp and demand resilience in auto and industrial markets as reasons for cautious optimism, while acknowledging near-term variability from pricing and utilization.