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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

财报电话会议摘要 | ChipMOS TECHNOLOGIES (IMOS.US) 2024 年第一季度财报会议
富途资讯 ·  05/14 03:41  · 电话会议

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 年第一季度财报电话会议记录:

Financial Performance:

财务业绩:

  • 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报告收入每年增长17.7%,尽管同比下降了5.4%。

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

  • 净收益大幅增长,是去年的两倍多。

  • 该期间的总收入为新台币54.19亿元,净利润为新台币4.38亿元,息税折旧摊销前利润为新台币15.44亿元。

Business Progress:

业务进展:

  • 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.

  • 不同的垂直行业对收入的贡献各不相同:组装(25.6%)、混合信号和存储器测试(20.4%)、晶圆碰撞(21.3%)和DDIC产品(32.5%)。

  • 汽车面板需求推动了DDIC收入的27%,存储器产品占第一季度总收入的39.2%。

  • 存储器产品和闪存的收入按年和每季度均实现正增长。

  • ChipMOS致力于谨慎增加资本支出,战略性地计划在2024年下半年为其DDIC建立一个高端测试平台。

  • 已提议在2024年5月的股东大会上派发每股普通股1.8新台币的股息,这反映了公司强大的市场地位和对股东价值的承诺。

更多详情: 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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