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ChipMOS TECHNOLOGIES INC. (IMOS) Q3 2024 Earnings Call Transcript Summary

ChipMOS TECHNOLOGIES INC. (IMOS) Q3 2024 Earnings Call Transcript Summary

南茂科技股份有限公司(IMOS)2024年第三季度業績會議電話摘要
富途資訊 ·  11/06 08:28  · 電話會議

The following is a summary of the ChipMOS TECHNOLOGIES INC. (IMOS) Q3 2024 Earnings Call Transcript:

以下是南茂科技(ChipMOS TECHNOLOGIES INC.,IMOS)2024年第三季度業績會實錄總結:

Financial Performance:

財務表現:

  • Q3 2024 revenue increased to NT$ 6.068 billion, a growth of 4.4% compared to Q2 2024 and 8.7% year-over-year.

  • Gross margin remained flat compared to Q2 but decreased by 200 basis points year-over-year.

  • Net profit for Q3 2024 was NT$ 299 million, with earnings per share at NT$ 0.41.

  • Operating profit margin improved slightly by 0.5 percentage points from Q2 to 6.9%.

  • 2024年第三季度營業收入增至60.68億元新臺幣,較2024年第二季度增長4.4%,同比增長8.7%。

  • 毛利率與第二季度持平,但同比下降了200個點子。

  • 2024年第三季度淨利潤爲29900萬元新臺幣,每股收益爲0.41新臺幣。

  • 營業利潤率從第二季度略微提高了0.5個百分點,達到6.9%。

Business Progress:

業務進展:

  • Added capacity through disciplined capital allocation to meet growth opportunities, particularly focusing on memory products and DDIC businesses.

  • Continued collaboration with customers on new low-cost silver alloy bump solution, enhancing the competitive position of its DDIC products.

  • 通過合理的資本配置增加產能,以滿足增長機會,尤其專注於存儲產品和DDIC業務。

  • 繼續與客戶合作,推出新的低成本白銀合金凸點解決方案,提升其DDIC產品的競爭力。

Opportunities:

機會:

  • Memory product revenue showed a robust year-over-year increase of 16.2%, and demand for DRAM is expected to remain stable with improving end markets.

  • New OLED project production is driving growth in the DDIC segment.

  • 存儲產品營收同比增長16.2%,DRAM的需求預計將保持穩定,隨着終端市場的改善。

  • 新oled概念項目的生產推動了DDIC業務的增長。

Risks:

風險:

  • A conservative view for Q4 due to potential continued headwinds facing the broader market and uncertainty around continued customer inventory adjustments, especially noted in NAND Flash and broader large panels demand softness.

  • 鑑於可能持續面臨更廣泛市場的阻力和客戶庫存調整方面的不確定性,特別是NAND Flash和更廣泛的大尺寸面板需求疲軟,對第四季度持保守觀點。

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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