Kulicke and Soffa Industries, Inc. (NASDAQ:KLIC) Q3 2022 Results Conference Call August 4, 2022 8:00 AM ET Company Participants Joseph Elgindy - Senior Director, IR Fusen Chen - President, CEO Lester Wong - CFO Conference Call Participants Krish Sankar - Cowen Craig Ellis - B. Riley Securities Charles Shi - Needham & Company Christian Schwab - Craig-Hallum Capital Group David Duley - Steelhead Security Hans Chung - D.A. Davidson Operator Greeting and welcome to the Kulicke and Soffa 2022 Third Fiscal Quarte ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 ☐ For the transition period from to . Commission File No.: 0-121 KULICKE AND SOFFA INDUSTRIES, INC. (Exact name of registrant as specified in its charter) FORM 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 ☒ For the quarterly period ended July 2, 2022 OR Pennsylvania 23-1498399 (State or other jurisdict ...

Kulicke and Soffa Industries, Inc. (NASDAQ:KLIC) Q2 2022 Earnings Conference Call May 5, 2022 8:00 AM ET Company Participants Joseph Elgindy – Senior Director-Investor Relations Fusen Chen – President and Chief Executive Officer Lester Wong – Chief Financial Officer Conference Call Participants Craig Ellis – B. Riley Tom Diffley – D.A. Davidson Krish Sankar – Cowen and Company Christian Schwab – Craig-Hallum David Duley – Steelhead Operator Hello and welcome to the Kulicke and Second Quarter Results Confere ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 ☒ For the quarterly period ended April 2, 2022 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 ☐ For the transition period from to . Commission File No.: 0-121 KULICKE AND SOFFA INDUSTRIES, INC. (Exact name of registrant as specified in its charter) Pennsylvania 23-1498399 (State or other jurisdic ...

Financial Data and Key Metrics Changes - The company achieved revenue of $460.9 million and a non-GAAP EPS of $2.19 for the quarter [16][23] - Gross margins were strong at 48.4%, benefiting from improvements in capital equipment and aftermarket products [22] - Non-GAAP operating expenses were $65.4 million, lower than expected due to delayed internal projects [23] Business Line Data and Key Metrics Changes - Capital equipment revenue was $408.6 million, with strong demand across all end markets [17] - General semiconductor revenue was over 50% higher than the same period last year, despite a sequential decline of 16% [17][18] - Advanced display revenue increased by 28%, representing 56% of total LED revenue, up from 40% in the previous quarter [18] - Automotive demand increased by 92% sequentially, driven by improvements in battery assembly and sensing solutions [19] Market Data and Key Metrics Changes - China accounted for approximately 70% of total revenue, with Taiwan being another strong market [40][98] - The company expects continued strong demand in the automotive sector, particularly in battery assembly and power distribution [19] Company Strategy and Development Direction - The company is focusing on expanding its market reach in advanced packaging, automotive, and advanced display sectors [6][21] - There is a strong emphasis on heterogeneous integration and Chiplet integration as long-term opportunities [8] - The company is actively engaging with multiple high-potential customers in the battery production market [14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term growth of the semiconductor industry, anticipating above-average growth through fiscal 2023 [26] - The company is optimistic about overcoming current supply chain challenges and expects improvements in logistics and wafer production in the second half of the year [21][26] - The outlook for fiscal 2022 revenue is approximately $1.58 billion, with expectations for strong demand to continue [26][27] Other Important Information - The company increased its dividend by 21% for the January payout and plans to continue increasing it consistently [24] - Share repurchases in the December quarter were over four times higher than the previous quarter, indicating a strong commitment to returning value to shareholders [25] Q&A Session Summary Question: OpEx guidance for fiscal 2022 - Management indicated that non-GAAP OpEx is expected to remain around $75 million for the fiscal year, with Q1 being lower due to delayed R&D projects [33][34] Question: Revenue guidance and backlog - The revenue guidance of $1.58 billion is considered a base case, with potential upside depending on supply chain improvements [37][38] Question: Revenue split between China and non-China - China represents about 70% of revenue, with a significant portion coming from OSAT customers [40] Question: Supply constraints and wafer shortages - Management noted that while supply constraints are easing, the impact of wafer shortages is still a concern, with expectations for gradual improvement [46][70] Question: Battery business and competition - The company is developing new battery assembly systems and sees laser-based solutions as a competitive advantage, although reliability remains a concern [78] Question: Utilization rates and seasonality - Utilization rates are in the high 80s, with some seasonal dips expected around the Chinese New Year [65][69] Question: Future engagement with automotive OEMs - Some engagements with automotive OEMs are expected to yield results in fiscal 2022, while others may take longer to materialize [88]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 ☒ For the quarterly period ended January 1, 2022 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 ☐ For the transition period from to . Commission File No. 0-121 KULICKE AND SOFFA INDUSTRIES, INC. (Exact name of registrant as specified in its charter) Pennsylvania 23-1498399 (State or other jurisdi ...

Quarterly Earnings Review Nov 18, 2021 Q4F21 Ended Oct 2, 2021 NASDAQ: KLIC Safe Harbor | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Kulicke and Soffa Industries, Inc. (NASDAQ:KLIC) Q4 2021 Results Conference Call November 18, 2021 8:00 AM ET Company Participants Joe Elgindy - IR Fusen Chen - President & CEO Lester Wong - CFO Conference Call Participants Christian Schwab - Craig-Hallum Craig Ellis - B. Riley Securities David Duley - Steelhead Securities Krish Sankar - Cowen & Company Tom Diffely - D.A. Davidson Charles Shi - Needham & Company Dylan Patel - SemiAnalysis Operator Hello, and welcome to the Kulicke and Soffa 2021 Fourth Fisc ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended October 2, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File No. 0-121 KULICKE AND SOFFA INDUSTRIES, INC. (Exact name of registrant as specified in its charter) Pennsylvania 23-1498399 (State or other juri ...

《Kulicke & Soffa。 1 1 Investor Day 2021 September 23, 2021 TechnoloyChange Extending market access, supporting profitability enhancements Safe Harbor In addition to historical statements, this presentation contains statements relating to future events and our future results based on management's expectations as of September 23, 2021. These statements are "forward-looking" statements within the meaning of the Private Securities Litigation Reform Act of 1995. While these forward-looking statements represent o ...