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Vishay Intertechnology(VSH) - 2025 Q2 - Earnings Call Transcript
2025-08-06 14:02
Vishay Intertechnology (VSH) Q2 2025 Earnings Call August 06, 2025 09:00 AM ET Company ParticipantsPeter Henrici - EVP - Corporate DevelopmentJoel Smejkal - President, CEO & DirectorDavid McConnell - EVP & CFORuplu Bhattacharya - DirectorPeter Peng - Equity ResearchOperatorGood day, and thank you for standing by. Welcome to the Vishay Intertechnology Quarter Two twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a quest ...
Amkor Technology (AMKR) Earnings Call Presentation
2025-06-25 09:03
Company Overview - Amkor Technology is the largest OSAT (Outsourced Semiconductor Assembly and Test) company headquartered in the U S, with over 55 years of experience [5] - The company plans to break ground on a U S facility in 2025 [5] - Amkor's advanced packaging revenue CAGR (2019-2024) is 16% [5] - In 2024, advanced packaging accounted for 82% of Amkor's revenue [5] - Amkor's 2024 revenue was $6 3 billion, with capital expenditures of $744 million [5] Market and Strategy - The semiconductor market is projected to reach $1 trillion by 2030 [8] - Amkor focuses on industry megatrends such as 5G communications, HPC (High Performance Computing) and AI, automotive electronics, and IoT devices [18] - The company leverages advanced packaging leadership to optimize power, performance, and area [19] - Amkor has a broad geographic footprint with 13 million square feet (1 2M sqm) of manufacturing space [21] Financial Performance - Amkor expects 2025 capital expenditures to be around $850 million [42] - In 2024, Amkor's revenue was $6 318 billion, gross profit was $933 million, and operating income was $438 million [44, 45, 46] - The company's EPS (Earnings Per Share) in 2024 was $1 43 [47] - Amkor's free cash flow in 2024 was $359 million [51]
Monolithic Power Systems (MPWR) Earnings Call Presentation
2025-06-24 11:46
MPS Management August 2, 2024 Forward Looking Statements This presentation includes forward-looking statements that involve risks and uncertainties, including our belief in continued expansion of our product lines, advances in our technology, anticipated market opportunities, gross margin targets, net & operating margin targets, inventory targets, continuing business diversification, growth and opportunities in China and Taiwan, and increasing sales penetration in Japan, Korea, the U.S., Singapore and Europ ...