Earnings Call Summary | Kulicke & Soffa Industries(KLIC.US) Q3 2024 Earnings Conference
Earnings Call Summary | Kulicke & Soffa Industries(KLIC.US) Q3 2024 Earnings Conference
The following is a summary of the Kulicke and Soffa Industries, Inc. (KLIC) Q3 2024 Earnings Call Transcript:
以下是歷嘉科技（Kulicke and Soffa Industries, Inc.）2024Q3業績發佈會的摘要：
Financial Performance:
金融業績：
Kulicke and Soffa Industries generated $181.7 million in revenue during Q3 2024.
Gross margin stood at 46.6%, influenced by product and customer mix.
Non-GAAP EPS exceeded expectations, although specific figures were not disclosed.
The company anticipates Q4 revenue to be approximately $180 million with a gross margin of 47%.
For Q4, projected GAAP EPS is $0.22 per share and non-GAAP EPS is $0.35 per share.
2024Q3歷嘉科技實現了1.817億美元的營業收入。
毛利率達到46.6％，受產品和客戶組合的影響。
儘管沒有披露具體數字，但Non-GAAP每股收益超出預期。
公司預計2024Q4營收約爲1.8億美元，毛利率爲47％。
2024Q4預計GAAP每股收益爲0.22美元，Non-GAAP每股收益爲0.35美元。
Business Progress:
業務進展：
Strategic advancements in thermocompression and fluxless bonding technologies, including successful deployment in diverse semiconductor fabrication processes.
Key victories in thermocompression bonding within the past four years reflected a 10x business growth.
Continued dominance in ball bonding with improvements, and capitalizing on robust demand in power semiconductor assembly for automotive and industrial applications.
熱壓焊和無焊點連接技術的戰略性進展，成功應用於不同的半導體制造流程中。
在過去四年內，熱壓焊連接的重要進展體現了10倍的業務增長。
在提高球焊連接技術上仍然佔據主導地位，並利用汽車和工業應用中強勁的需求實現了增長。
Opportunities:
機會：
Strong positioning in new markets such as AI, HPC, and mobility, traditionally not part of Kulicke and Soffa's core market.
Advanced packaging technologies and low-barrier, cost-effective solutions for mass-market chiplet adoption show substantial growth prospects.
Expected industry-wide semiconductor revenue growth of 17% through calendar year 2025, promises enhanced demand for the company's high-volume solutions.
在人工智能，高性能計算和移動性等新市場上具有強大的地位，這些市場通常不屬於歷嘉科技的核心市場。
固體芯片封裝技術和低阻，成本效益高的解決方案，爲大衆芯片採用提供了可觀的增長前景。
預計行業範圍內的半導體收入增長將在2025年的日曆年度內達到17％，這將增強對該公司高量級方案的需求。
Risks:
風險：
Economic fluctuations may influence overall utilization rates which though improving, must maintain consistent above-average percentages to ensure sustained recovery and growth, particularly past the 75% utilization rate needed to drive high-volume customer demands.
經濟波動可能會影響整體利用率，儘管有所改善，也必須保持持續的高於平均水平的百分比，以確保持續恢復和增長，特別是過去需要推動高量級客戶需求的75％利用率。
More details: Kulicke & Soffa Industries IR
更多詳情請參見歷嘉科技公司IR頁面。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。