Record High-End IC Revenue
High-end IC revenue reached a record level, representing 42% of IC revenue, supported by sustained investment in hyperscale data centers for AI rollouts and strong order patterns globally.
Strong Financial Performance
Sales of $216 million exceeded expectations, with a 3% sequential increase. Non-GAAP diluted EPS also surpassed guidance at 60¢ per share.
Operational and Geographic Expansion
Strategic geographic expansions in the US and Korea are underway, expected to enhance revenue contribution and diversify geographic revenue mix.
Positive Developments in Advanced Technology
Achieved several technical and commercial developments, including increased demand for AI-driven chip packaging applications, and successful customer qualifications for advanced photomask technologies.
Improved Gross and Operating Margins
Gross margin improved to 35%, and operating margin of 24% exceeded guidance range due to favorable product mix and strong performance in high-end ICs.
Positive Outlook for High-End IC and FPD
High-end IC demand remains robust with positive forecasts, and FPD mask demand is expected to remain strong in Q1.