eMemory Technology Inc (ROCO:3529)

Q3 2025 eMemory Technology Inc Earnings Call Transcript

Nov 14, 2025 / 08:00 AM GMT

Release Date Price: NT$1955 (-2.25%)

Transcript

Key Points

Positve

eMemory Technology Inc (ROCO:3529) achieved record high revenue in the third quarter of 2025.
The company secured a 10-year contract for US government defense projects, marking a significant milestone for its PUF technology.
eMemory Technology Inc's new EE technology has been designed into DDR5 modules, expected to enter mass production next year.
The company has received multiple major customer engagements for NeoFlash and embedded IERAM technologies.
eMemory Technology Inc is confident about its growth prospects for the next year and beyond, driven by new applications entering mass production.

Negative

The market has experienced recent volatility, affecting investor sentiment and external concerns.
There are concerns about whether customer engagement and AI initiatives will move forward as planned.
The company acknowledges that there are no shortcuts in its business model, requiring long-term efforts.
Fluctuations in the capital market may impact the perception of the company's value.
Despite progress, the company continues to face challenges in strengthening communication with investors to better recognize its true value.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

3529.TWO - eMemory Technology Inc
Q3 2025 eMemory Technology Inc Earnings Call
Nov 14, 2025 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon and welcome to e-memory third quarter 2025 webcast Investor Conference. Joining us today is our Chairman, Dr. Charles Xu, President Mr. Michael Ho, head of IR Ms Li Jingchen, and director of the finance department, Mr. Joseph Xia.

The format of today's events will be as follows. First, EMS Chairman, Doctor Chao Xu will give an opening remark. Afterwards, our financial officer, Mr. Josephia will present the review of our financial results. Following that, President Mr. Michael Hall will share our business outlook.

Next, Doctor Chao Xu will give a talk title Top Technology on National Security.

Then we will conclude today's conference with the Q&A session where our management team

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