Siltronic AG Narrows Profit Margin Outlook as Q3 Results Stay in Line with Market Expectations

Siltronic AG Narrows Profit Margin Outlook as Q3 Results Stay in Line with Market Expectations

Berlin, October 28, 2025 — German semiconductor wafer manufacturer Siltronic AG has slightly narrowed its full-year profit margin forecast after releasing its third-quarter (Q3) results. The company now expects an EBITDA margin of 22% to 24%, compared to its earlier guidance of 21% to 25%, citing weaker wafer demand, exchange rate impacts, and changes in customer delivery schedules.

Siltronic reported a Q3 EBITDA of €65.7 million, down from €89.4 million a year earlier. Quarterly revenue declined to €300.3 million from €357.3 million in the same period last year, aligning with market expectations but coming in slightly below analyst forecasts. The company said the results reflect ongoing challenges in the semiconductor market, including inventory corrections and cautious ordering behavior by customers.

Despite these headwinds, Siltronic remains optimistic about a gradual recovery in the coming quarters as the global chip industry stabilizes. The firm highlighted that rising demand for AI-related chips, 5G infrastructure, and electric vehicles could support long-term growth momentum once the current inventory cycle clears.

Siltronic’s key clients include Intel, Samsung, TSMC, and Infineon Technologies, all major global chipmakers. Industry analysts believe that once wafer demand rebounds, Siltronic’s profitability will improve significantly. The company reaffirmed its focus on operational efficiency, technology upgrades, and strategic investments to strengthen its position in Europe’s semiconductor ecosystem.

While the margin adjustment reflects near-term pressure, Siltronic has maintained its overall 2025 guidance, signaling confidence in a potential rebound during the year’s final quarter. Management noted that macroeconomic uncertainty and currency fluctuations remain short-term hurdles but expressed optimism for the medium-term outlook.

As global chip demand gradually revives, particularly in the AI, data center, and electric vehicle sectors, analysts expect Siltronic to regain profitability momentum in 2026. For now, the company continues to balance cost management with expansion efforts, aiming to secure its role as one of Europe’s leading wafer suppliers in an increasingly competitive semiconductor market.