eMemory Technology Inc. (3529) Earnings Call Transcripts

eMemory Technology Inc.'s Latest Earnings Call - Q1 FY2026

In Q1 2026, eMemory Technology Inc. reported a revenue of TWD 1.09 billion, reflecting a 20% year-over-year increase and a 4.4% quarter-over-quarter rise. Net income reached TWD 596 million, up 29.1% YoY. Management highlighted strong growth in 3-nanometer licensing for AI applications and a strategic shift towards hardware security solutions, which could drive future revenue. The company maintained its positive outlook, expecting continued growth in licensing and royalties, particularly from advanced node technologies and security-related solutions.

Reported metrics

Guidance from management

Management expects continued growth in licensing and royalty revenues, driven by demand for advanced node technologies and security solutions. They anticipate that the impact of recent disruptions will be temporary, with recovery expected in the second half of the year.

What management said

Based on what we have heard, foundry price increase generally start from the second quarter or expect to take effect in the second half of the year. Therefore, the impact was not yet reflected in the first quarter royalty. The decline in royalty revenue was mainly due to a temporary disruption caused by the sale of one Taiwan-based foundry customer. The foundry happened to be the production site for certain end custo...

The royalty revenue recognized in Q1 reflect the foundry shipment from the fourth quarter of last year and therefore, still reflect last year's foundry pricing. Since foundry price increase are being implemented gradually this year, the impact of our royalty revenue is expected to be reflected in the second half of the year.

What analysts pressed on

Analysts expressed concerns over the recent decline in royalty revenue, particularly in light of foundry price increases. They questioned the sustainability of revenue growth amid potential disruptions and the impact of evolving customer demands in the semiconductor space.

Main topics on the call

• Strong Revenue Growth — eMemory reported Q1 2026 revenue of TWD 1.09 billion, a 20% increase year-over-year. CFO Joseph Hsia stated, "Overall, revenue increased by 4.4% quarter-over-quarter and 20% year-over-year."
• Shift to Hardware Security Solutions — Management emphasized a strategic pivot towards hardware security, driven by AI and government regulations. Chairman Charles Hsu noted, "We are actively evolving from an IP provider into a system-level security solution ...
• Licensing Revenue Growth — Licensing revenue accounted for 34.8% of total revenue, increasing 58.6% year-over-year. Hsia mentioned, "Licensing grew 7.8% quarter-over-quarter and 64.4% year-over-year."
• Concerns Over Royalty Revenue Decline — Royalty revenue saw a temporary decline due to disruptions from a Taiwan-based foundry customer. Hsia explained, "The decline in royalty revenue was mainly due to a temporary disruption... we expect this impact will be t...

Read the full eMemory Technology Inc. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 21 eMemory Technology Inc. earnings call transcripts on record, spanning February 12, 2020 to May 8, 2026. Based on this history, eMemory Technology Inc. reports quarterly. The most recent call on file is dated May 8, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

3529

Exchange

TPEX

Country

TW

Sector

Information Technology

Industry

Semiconductors and Semiconductor Equipment

Calls on record

21

First call

February 12, 2020

Most recent

May 8, 2026

Reporting cadence

quarterly