eMemory Technology Inc (ROCO:3529)

Q1 2026 eMemory Technology Inc Earnings Call Transcript

May 8, 2026 / 08:00 AM GMT

Release Date Price: NT$4335 (-7.86%)

Transcript

Key Points

Positve

eMemory Technology Inc (ROCO:3529) reported a record-high operating performance in Q1 2026, with revenue increasing by 20% year-over-year.
The company successfully expanded into new areas such as high-speed interface applications and AI server CPU applications.
Licensing revenue saw significant growth, increasing by 58.6% year-over-year, driven by strong demand for advanced node technologies and AI-related applications.
eMemory Technology Inc (ROCO:3529) is actively transitioning from an IP provider to a system-level security solution provider, positioning itself as a key beneficiary of the global hardware security upgrade trend.
The company is collaborating with Intel Foundry to bring PUF-based IP onto Intel 18A, addressing supply chain security requirements from the U.S. government.

Negative

Operating expenses increased by 10.8% year-over-year, which could impact profitability if not managed effectively.
Royalty revenue experienced a temporary decline due to a disruption caused by the sale of a Taiwan-based foundry customer.
The decline in 8-inch wafer royalties, down 15.9% year-over-year, reflects challenges in this segment.
The company faces potential risks associated with the semiconductor and IP business, as highlighted in their cautionary statement.
Despite strong revenue growth, the operating margin remained relatively flat sequentially, indicating potential pressure on margins.

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

3529.TWO - eMemory Technology Inc
Q1 2026 eMemory Technology Inc Earnings Call
May 08, 2026 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon, everyone. Welcome to eMemory's First Quarter 2026 Webcast Investor Conference. Joining us today is our Chairman, Dr. Charles Xu, President, Mr. Michael He, Head of IR, Ms. Li Jingchen, Director of the Finance Department, Mr. Joseph Xia, and Head of Digital Marketing, Dr. Felix Xu.

The format of today's event will be as follows: First, E-Memories Chairman Dr. Charles Xu will give an opening remark. Afterwards, our Financial Officer Mr. Joseph Xia will present a review of our financial results. Following that, President Mr. Michael He will share our business outlook.

Next, Head of Digital Marketing Dr. Felix Xu will give a talk titled Hardware Security for AI Agents.

Then we will

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