Taiwan · Delayed Price · Currency is TWD eMemory Technology Earnings Call Transcripts
Fiscal Year 2026
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Record Q1 2026 results with 20% YoY revenue growth, driven by AI, security, and advanced node demand. Hardware security and logic-based memory platforms are expanding, with new products and partnerships fueling future growth.
Fiscal Year 2025
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Q4 2025 saw double-digit sequential growth in revenue, operating income, and net income, with record operating margins. Security IP adoption accelerated in AI and cloud platforms, and PUF-based PQC solutions achieved key certifications and customer wins.
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Record Q3 revenue and net income were driven by breakthroughs in security and memory IP, including a major U.S. defense contract. Strong licensing and royalty growth is expected from mass production in advanced nodes and AI, automotive, and cloud markets.
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Q2 2025 revenue rose 4.9% year-over-year, with licensing surging and royalty growth accelerating as PUF-based security IPs enter mass production. Operational reforms and R&D expansion support strong demand in AI, HPC, and advanced nodes.
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Q1 2025 saw revenue up 13.6% year-over-year, with strong royalty growth and robust operating margins. The company advances PQC security with new NeoPUF-based HSM solutions, expands chiplet and foundry partnerships, and manages FX risks, while maintaining a positive long-term outlook.
Fiscal Year 2024
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Q4 2024 saw double-digit revenue and net income growth year-over-year, driven by strong licensing and royalty performance, especially in advanced nodes and security IPs. The company expects continued momentum in both revenue streams, with new PQC IP launches and robust demand for edge AI and post-quantum security solutions.
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Q3 2024 saw revenue rise 14.3% year over year, with strong growth in royalties and licensing, especially in advanced and mature process nodes. Strategic partnerships with Siemens and Arm, plus robust demand for security and memory IP, support a positive outlook.
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Q2 2024 saw strong revenue and profit growth, driven by robust licensing and royalty streams, especially in advanced security IP and MTP technologies. New high-speed PUF TRNG and expansion into 3nm/2nm nodes position the company for continued growth amid rising AI and security demand.