Core Viewpoint - ASE Technology Holding Co., Ltd. reported a net revenue of NT$148,153 million for Q1 2025, reflecting an 11.6% increase year-over-year but an 8.7% decrease sequentially. The net income attributable to shareholders was NT$7,554 million, up from NT$5,660 million in Q1 2024 but down from NT$9,312 million in Q4 2024 [1][3][16]. Financial Performance - **Net Revenues**: NT$148,153 million in Q1 2025, up 11.6% YoY, down 8.7% QoQ [1][16]. - **Net Income**: NT$7,554 million in Q1 2025, up from NT$5,660 million in Q1 2024, down from NT$9,312 million in Q4 2024 [1][16]. - **Earnings Per Share**: Basic EPS of NT$1.75 (US$0.106) and diluted EPS of NT$1.64 (US$0.100) for Q1 2025 [1][16]. Revenue Breakdown - **ATM Operations**: Net revenues of NT$86,668 million, up 17.3% YoY, down 1.9% QoQ [5][15]. - **EMS Operations**: Net revenues of NT$62,295 million, up 4.9% YoY, down 16.8% QoQ [5][18]. Cost Structure - **Cost of Revenues**: NT$123,260 million for Q1 2025, down from NT$135,633 million in Q4 2024 [6][16]. - **Raw Material Costs**: NT$72,343 million, representing 49% of total net revenues [6]. - **Labor Costs**: NT$16,997 million, representing 11% of total net revenues [6]. Margins - **Gross Margin**: Increased to 16.8% in Q1 2025 from 16.4% in Q4 2024 [6]. - **Operating Margin**: Decreased to 6.5% in Q1 2025 from 6.9% in Q4 2024 [6]. Non-Operating Items - **Net Interest Expense**: NT$1,256 million [6]. - **Net Foreign Exchange Loss**: NT$1,675 million, primarily due to the appreciation of the U.S. dollar against the New Taiwan dollar [6]. - **Net Gain on Valuation of Financial Assets**: NT$2,873 million [6]. Customer Concentration - The top five customers accounted for approximately 44% of total net revenues in Q1 2025, with two customers each contributing over 10% [12]. - The top ten customers contributed 61% of total net revenues in Q1 2025, compared to 60% in Q4 2024 [12]. Capital Expenditures - Equipment capital expenditures in Q1 2025 totaled US$892 million, with significant allocations to packaging and testing operations [12]. Liquidity and Capital Resources - Current ratio was 1.04 and net debt to equity ratio was 0.41 as of March 31, 2025 [12]. - Total unused credit lines amounted to NT$358,413 million [12]. Company Overview - ASE Technology Holding Co., Ltd. is a leading provider of semiconductor manufacturing services, offering comprehensive solutions in assembly and testing, with a global presence across multiple countries [9].

主体聚焦集成电路测试主业，"利民族品牌，扬中华之芯"作为企业使命，锚定独立第三方专业测试领域 精耕细作。公司以一贯以来的研发技术创新驱动，形成多项独特的测试解决方案优势，建立起覆盖高算 力、工业控制、汽车电子、传感器、AIoT、消费电子、存储、特种芯片等多领域的测试服务能力，凭 借可靠的技术实力和优质服务，吸引众多知名设计公司成为战略合作伙伴，成为国内知名的独立第三方 专业测试技术服务商。 利扬芯片于近日公布2025 年一季度财报公布，虽利润暂时承压，但其中潜藏的发展动能值得关注。 公司以折旧摊销为主的固定成本结构，随着营收同比、环比双增长，收入拐点已然显现，规模效应即将 释放 —— 每新增一份营收，都将带来更高的边际利润，利润弹性正蓄势待发。 2024年，公司聚焦集成电路测试主业，以"独立第三方晶圆测试、芯片成品测试等技术服务"为主体， 以"晶圆激光开槽、隐切、减薄等技术服务"为左翼，以"面向无人驾驶和机器人应用的全天候超宽光谱 叠层图像传感芯片等技术服务"为右翼，打造"一体两翼"的战略布局。 2024年，公司积极开拓行业知名设计企业并建立稳定的战略合作关系；同时，借助大数据分析工具，以 技术为核心维护存量 ...

Financial Data and Key Metrics Changes - First quarter sales were $686 million, towards the high end of guidance, with non-GAAP EPS of $0.75 above the high end guide of $0.68 [17] - Non-GAAP gross margins were 60.6%, exceeding expectations due to product mix [17] - Non-GAAP operating expenses were $275 million, up year-over-year but down sequentially due to spending controls [18] Business Line Data and Key Metrics Changes - Semi Test revenue was $543 million, with SOC revenue contributing $406 million and memory revenue at $109 million [19] - Product Test revenue was $74 million, down 4% year-over-year, while wireless test revenue was $29 million, up 20% year-over-year [20] - Robotics revenue was $69 million, declining both sequentially and year-over-year, with UR contributing $49 million and MiR $20 million [20] Market Data and Key Metrics Changes - 19% of revenue was shipped to China, with 12% supporting multinational customers and 7% for indigenous Chinese customers [23] - The company expects a significant sequential decline in memory revenue in Q2 as the market digests installed HBM test capacity [27] Company Strategy and Development Direction - The company is focusing on AI, verticalization, and electrification as primary industry drivers for future growth [5] - A strategic partnership with ADI was announced to deploy UR cobots in AMRs to support collaborative automation initiatives [13] - The company is on track to close the acquisition of Quantify Photonics to enhance its position in silicon photonics testing [10] Management's Comments on Operating Environment and Future Outlook - Management expressed concerns about the impact of trade policy on end market demand, leading to order pushouts [6] - Despite current uncertainties, management remains confident in long-term growth drivers such as AI and electrification [29] - The company is managing expenses prudently while continuing critical investments to drive growth [12] Other Important Information - The company has increased its share buyback target from $400 million in 2025 to up to $1 billion through the end of 2026 [28] - The restructuring in the robotics division has reduced the operating breakeven revenue from $440 million to $365 million [21] Q&A Session Summary Question: Dynamics of tariff-related pushouts and pull-ins - Management noted that pushouts are primarily from customers in the auto and industrial sectors, with no significant pull-ins observed [33] Question: Clarification on HBM win - The HBM four performance test win is with a new customer, not an existing one, and involves a post-stack test at higher speed [38] Question: Gross margin and OpEx outlook - Management indicated that gross margin guidance for the full year is not provided due to uncertainty, but the first half is expected to align with prior expectations [41] Question: SLT wins and AI accelerators - Management clarified that SLT is expected to be a significant revenue driver in 2026, with current implementations addressing high failure rates in AI accelerator devices [50] Question: Impact of tariffs on competitive positioning - No significant competitive impact has been observed due to tariffs, and the company remains competitive in the market [62] Question: Memory market dynamics - Demand for NAND is expected to increase with mobile phone unit volume and AI-enabled smartphones requiring more local storage [75] Question: Robotics segment growth expectations - The company expects to significantly outgrow traditional industrial automation peers, despite current sluggish end market conditions [92]

Core Viewpoint - Itron, Inc. is expected to report first-quarter 2025 earnings on May 1, with anticipated revenues between $610 million and $620 million, reflecting a year-over-year increase of 1.8% [1][2] Revenue and Earnings Estimates - The Zacks Consensus Estimate for first-quarter revenues is $614.3 million, while non-GAAP earnings per share are projected to be between $1.25 and $1.35, with a consensus of $1.30 per share [1][2] - The company reported earnings of $1.24 per share in the same quarter last year [2] Recent Performance and Trends - Itron has beaten the Zacks Consensus Estimate in each of the last four quarters, with an average surprise of 40.8% [2] - The stock has increased by 18.4% over the past year, contrasting with a 7.1% decline in the Zacks Electronics-Testing Equipment industry [2] Factors Influencing Q1 Earnings - Strong customer demand, the growing uptake of the grid edge intelligence platform, and robust operational execution are expected to support Itron's performance [3] - The rollout of smart meters and broader adoption of IoT solutions in utilities are identified as positive trends, while potential slowdowns in project deployment or budget constraints may pose challenges [3] Business Segments Performance - Revenue expectations for the three business segments are as follows: Device Solutions at $127.5 million (up 0.6%), Outcomes at $412 million (up 1.1%), and Networked Solutions at $72.6 million (up 4.9%) year-over-year [7] Strategic Developments - Itron has introduced IntelliFLEX, a grid-edge Distributed Energy Resource Management System, aimed at optimizing utility operations and enhancing grid capacity by up to 20% [8] - The company secured $2.7 billion in orders in 2024, with a book-to-bill ratio of 1.11, primarily from grid-edge intelligence projects [5] Recent Collaborations - Itron partnered with Norgesnett for edge computing deployment in the Nordic region, marking a significant step in modernizing the electricity grid [11] - Collaborations with Tesla and Xcel Energy aim to deploy an advanced virtual power plant in Colorado, enhancing the management of distributed energy resources [12] - A partnership with Microsoft focuses on integrating AI technology to improve operational efficiency for utilities [13] - Collaboration with NVIDIA aims to deliver AI-powered solutions for grid resilience and efficiency [14]

Financial Data and Key Metrics Changes - Amkor reported revenue of $1,320 million for Q1 2025, reflecting a 3% year-on-year decline [15][20] - EPS was $0.09, impacted by higher R&D costs [5][19] - Gross profit was $158 million with a gross margin of 11.9%, lower sequentially and year-on-year due to reduced volumes [18] - Operating income was $32 million, representing 2.4% of sales [19] - Net income was $21 million, with first quarter EBITDA at $197 million and an EBITDA margin of 14.9% [19][20] - Total liquidity at the end of the quarter was $2,200 million, with total debt of $1,150 million and a debt to EBITDA ratio of 1.1x [20] Business Line Data and Key Metrics Changes - Communications revenue decreased by 19% year-on-year, primarily due to lower revenue within the iOS ecosystem [15][16] - Computing revenue increased by 21% year-on-year, driven by engagements across data center, networking, and PC customers [15][16] - Automotive and industrial revenue declined by 6% year-on-year but remained stable sequentially [16] - Consumer market revenue increased by 23% year-on-year, driven by hearable programs utilizing advanced SiP technology [17] Market Data and Key Metrics Changes - The communications segment is expected to see sequential growth in Q2, reflecting efforts to optimize line utilization [16] - The computing segment is anticipated to grow sequentially in Q2, driven by strong demand for new PC devices [16] - The automotive market is recovering, with strength in advanced packaging driven by ADAS and infotainment applications [13][16] Company Strategy and Development Direction - Amkor's strategy is based on three pillars: strengthening technology leadership, expanding geographic footprint, and partnering with lead customers in growth markets [8][23] - The company is focused on advanced packaging and test solutions, particularly in high-performance computing and AI [9][10] - Plans for a new advanced packaging facility in Arizona are on track, with construction expected to begin in the second half of 2025 [11][20] Management's Comments on Operating Environment and Future Outlook - Management is closely monitoring tariffs and trade regulations, with operations largely unaffected due to a diversified global footprint [6][22] - The outlook for the automotive and industrial markets remains cautious, with expectations of single-digit growth in Q2 [38] - Management expressed confidence in the long-term strategy to achieve profitable growth despite current market uncertainties [14][23] Other Important Information - The company expects Q2 revenue between $1,375 million and $1,475 million, representing growth of 8% sequentially at the midpoint [20] - Gross margin for Q2 is expected to be between 11.5% and 13.5%, reflecting modest improvement in utilization [21] Q&A Session Summary Question: Insights on Q1 performance and Q2 expectations - Management noted that Q1 performance was better than expected due to strength in communications and computing segments, with no significant pull-ins observed from customers [27][28] Question: CapEx plans in light of tariffs - Management confirmed that CapEx plans remain unchanged at $850 million, with flexibility to adjust if unexpected events arise [29][31] Question: Communications segment outlook for the second half - Management indicated that fundamentals for the communications segment remain strong, but uncertainties due to trade restrictions could impact volumes [36] Question: Automotive market guidance - Management believes the automotive market has hit a trough, with cautious optimism for growth driven by advanced packaging applications [38] Question: Arizona expansion opportunities - Management sees TSMC's expansion as an opportunity for Amkor, evaluating ways to accelerate and scale up operations in Arizona [44][46] Question: Revenue generation from RDL technology - Management expects revenue from RDL technology to begin towards the end of the year or early next year, with multiple devices in qualification [54] Question: AI's impact on smartphone growth - Management believes AI will drive innovation in premium smartphones, but predicting its impact on unit growth this year is challenging [75]

$25 Million Funded at Close to Refinance Existing Debt and Extend Maturity Additional Borrowing Capacity Provides Minimally Dilutive Growth Capital CARLSBAD, Calif., April 28, 2025 (GLOBE NEWSWIRE) -- Exagen Inc. (Nasdaq: XGN), a leading provider of autoimmune testing solutions, today announced it has entered into an agreement with Perceptive Advisors LLC for a term loan credit facility of up to $75 million, with $25 million funded at closing to retire an existing debt facility and strengthen the balance sh ...

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Ametek, with a focus on how actual results compare to estimates, which could significantly impact stock price [1][2]. Company Summary - Ametek is expected to report quarterly earnings of $1.69 per share, reflecting a year-over-year increase of +3.1% [3]. - Revenues are projected to be $1.74 billion, indicating a slight increase of 0.3% from the previous year [3]. - The consensus EPS estimate has been revised 0.14% higher in the last 30 days, suggesting a positive reassessment by analysts [4]. Earnings Prediction Insights - The Zacks Earnings ESP model indicates that Ametek has a positive Earnings ESP of +0.51%, suggesting analysts are optimistic about the company's earnings prospects [10][11]. - However, Ametek currently holds a Zacks Rank of 4, which complicates the prediction of an earnings beat [11]. - Historically, Ametek has beaten consensus EPS estimates in the last four quarters, with a surprise of +1.63% in the most recent quarter [12][13]. Industry Context - Cognex Corporation, another player in the electronics-testing equipment industry, is expected to report earnings of $0.13 per share, representing a year-over-year increase of +18.2% [17]. - Cognex's revenues are anticipated to decline by 3.1% to $204.35 million [17]. - The consensus EPS estimate for Cognex has been revised down by 7.1% in the last 30 days, resulting in a negative Earnings ESP of -6.72% [18].

CHANDLER, Ariz., April 17, 2025 /PRNewswire/ -- Viavi Solutions Inc. (VIAVI) (NASDAQ: VIAV) will announce its fiscal third quarter 2025 financial results for the period ended March 29, 2025, on Thursday, May 1, 2025, after the close of market.The Company will host an earnings call at 1:30 p.m. PT / 4:30 p.m. ET. A live webcast of the call and the replay will be available on the VIAVI website at https://investor.viavisolutions.com. The quarterly earnings press release, supplementary slides and historical fin ...

PRINCETON JUNCTION, N.J., April 14, 2025 (GLOBE NEWSWIRE) -- MISTRAS Group, Inc. (NYSE:MG), the leading provider of integrated technology-enabled asset protection solutions, today announced the appointment of Cliff Schaffer as Senior Vice President of In-Lab Services. Reporting to Hani Hammad, Executive Vice President and Chief Operating Officer, Schaffer will lead MISTRAS' in-lab strategy and operations across North America, with a focus on scaling services for aerospace and defense and heavy manufacturing ...

Keysight Technologies Inc. (KEYS) recently introduced the Next-Generation Embedded Security Testbench, a solution engineered to address growing security challenges of modern chips and embedded devices. Built on a modular framework, the solution uses high-speed PXIe architecture, which enables faster and precise security testing. The solution’s versatility and compatibility allow enterprises to use it with their existing test services. It boasts a user-friendly interface comprising smart algorithms developed ...