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Earnings Call Summary | ChipMOS TECHNOLOGIES(IMOS.US) Q1 2024 Earnings Conference

Earnings Call Summary | ChipMOS TECHNOLOGIES(IMOS.US) Q1 2024 Earnings Conference

業績電話會議摘要 | ChipMOS TECHNOLOGIES (IMOS.US) 2024 年第一季度業績會議
富途資訊 ·  05/14 03:41  · 電話會議

The following is a summary of the ChipMOS TECHNOLOGIES INC. (IMOS) Q1 2024 Earnings Call Transcript:

以下是ChipMOS TECHNOLOGIES INC的摘要。(IMOS) 2024 年第一季度業績電話會議記錄:

Financial Performance:

財務業績:

  • In Q1 2024, ChipMOS reported a 17.7% yearly increase in revenue, though quarter-on-quarter, there was a 5.4% reduction.

  • Gross margin saw an annual rise, up to 14.2% from 12.4% in Q1 2023, but decreased when compared to Q4 2023.

  • There was a significant increase in Net Earnings, more than double the figure for the previous year.

  • Total revenue for the period was NT$5,419 million, with net profit at NT$438 million, and EBITDA standing at NT$1,544 million.

  • 在2024年第一季度,ChipMOS報告收入每年增長17.7%,儘管同比下降了5.4%。

  • 毛利率每年增長,從2023年第一季度的12.4%上升至14.2%,但與2023年第四季度相比有所下降。

  • 淨收益大幅增長,是去年的兩倍多。

  • 該期間的總收入爲新臺幣54.19億元,淨利潤爲新臺幣4.38億元,息稅折舊攤銷前利潤爲新臺幣15.44億元。

Business Progress:

業務進展:

  • Different verticals contributed to the revenue differently: Assembly (25.6%), mixed-signal and memory testing (20.4%), wafer bumping (21.3%), and DDIC product (32.5%).

  • Automotive panels demand drove 27% of the DDIC revenue and memory products represented 39.2% of total Q1 revenue.

  • Revenue from Memory products and Flash saw positive growth on both yearly and quarterly basis.

  • ChipMOS is committed to careful CapEx additions, strategically planning a high-end test platform for their DDIC in H2 2024.

  • A dividend of NT$1.8 per common share has been proposed for the May 2024 AGM, reflecting the company's strong market position and commitment to shareholder value.

  • 不同的垂直行業對收入的貢獻各不相同:組裝(25.6%)、混合信號和存儲器測試(20.4%)、晶圓碰撞(21.3%)和DDIC產品(32.5%)。

  • 汽車面板需求推動了DDIC收入的27%,存儲器產品佔第一季度總收入的39.2%。

  • 存儲器產品和閃存的收入按年和每季度均實現正增長。

  • ChipMOS致力於謹慎增加資本支出,戰略性地計劃在2024年下半年爲其DDIC建立一個高端測試平台。

  • 已提議在2024年5月的股東大會上派發每股普通股1.8新臺幣的股息,這反映了公司強大的市場地位和對股東價值的承諾。

更多詳情: ChipMOS 科技 IR

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

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譯文內容由第三人軟體翻譯。


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