IC Design Factory Joint Distribution Department announced that the merger and capital collection in July was NT$43.22 billion, a decrease of NT$23.41% from June and 5.24% from the same period in 2024, the lowest since 2025. In summary, the consolidated merger in the first seven months of 2025 received RMB 346.901 billion, an increase of 13.24% over the same period in 2024.

According to the last legal briefing, CTD said that it was vibrant about the production of Tian 9500 and GB10, and expected the growth of AI tablets and vehicle chips to continue to season 3. However, due to the advancement of some demand into the first half of the year, the seasonality has been different, and the third quarter is expected to decline compared with the second quarter.

In addition, the third quarter is expected to be exchanged at 1:29 USD to NT$130.1 billion. It fell 7% to 13% in the second quarter and fell 1% to 6% in the same period in 2024. Compared with the second quarter financial reports' exchange rate of USD 1, NT$30.9, the change in exchange rate could have a potential impact on the third quarter of NT$ revenue.

Because the purchase price is in US dollars, the Joint Development Department also provides a US dollar-based third-quarter purchase target range to reflect the business status more faithfully. In the US dollar, the third quarter will be between US dollar 4.49 billion and RMB 4.83 billion, down 1% to 8% from the second quarter and 10% to 18% from the same period in 2024. The third quarter operating gross profit margin is estimated at 47% ± 1.5%, and the single quarter fee rate is estimated at 31% ± 2%.