Ge Long Hui A P P·2025-11-14 01:11Core Viewpoint - The current acceleration in the industry chain transition is highlighted, with the company actively cooperating with clients to ensure shipments, leading to an increase in production capacity and shipment volume in Q3 [1] Group 1: Company Performance - The average selling price increased by 3.8% quarter-on-quarter due to a rise in shipments of more complex products [1] - The company anticipates total sales revenue to exceed $9 billion for the year, marking a significant milestone in revenue scale [1] Group 2: Market Conditions - In Q4, typically a slow season for the industry, client inventory replenishment has slowed; however, the ongoing effects of industry chain iteration are expected to keep demand strong, resulting in a "not-so-slow" off-season [1] - The production lines remain in a state of supply shortage despite the seasonal slowdown [1]