ASE Technology Holding Co., Ltd. (ASX) Q3 2024 Earnings Call Transcript Summary
ASE Technology Holding Co., Ltd. (ASX) Q3 2024 Earnings Call Transcript Summary
Gross margin improved by 0.1 percentage points sequentially to 16.5%, and operating profit increased by TWD2.5 billion sequentially.The following is a summary of the ASE Technology Holding Co., Ltd. (ASX) Q3 2024 Earnings Call Transcript:
以下是日月光半导体控股有限公司（ASX）2024年第三季度业绩会议电话记录摘要：
Financial Performance:
金融业绩：
ASE Technology recorded a Q3 2024 EPS of TWD2.17 (fully diluted) and TWD2.24 (basic).
Net revenues for Q3 increased 14% sequentially and 4% year-over-year, with a consolidated net income of TWD9.7 billion.
Gross margin improved by 0.1 percentage points sequentially to 16.5%, and operating profit increased by TWD2.5 billion sequentially.
日月光半导体记录了2024年第三季度每股收益（EPS）为新台币2.17（全面摊薄）和新台币2.24（基本）。
第三季度净营业收入环比增长14%，同比增长4%，合并净利润达到新台币97亿。
毛利率环比提高0.1个百分点至16.5%，营业利润按新台币25亿逐季增长。
Business Progress:
业务进展：
Continuous investment in leading-edge advanced packaging revenue, expecting a doubling for fiscal year 2025.
Increased focus on advanced and leading-edge services in response to strong demand, especially in AI and high-performance computing (HPC).
Implementation of cost control measures including changes in production following typhoons and adjusted utility costs.
持续投资于领先的先进封装业务，预计在2025财年实现翻番增长。
加大对先进和领先服务的重点关注，以响应强劲需求，尤其是在人工智能和高性能计算（HPC）领域。
采取成本控制措施，包括台风后的生产变化和调整水电费用。
Opportunities:
机会：
Substantial growth opportunities in packaging and testing for leading-edge products.
Anticipated strong demand for advanced interconnect technologies and services going into 2025.
领先产品在包装和测试方面存在巨大增长机会。
预计到2025年，对高级互连技术和服务存在强劲需求。
Risks:
风险：
Operating margin pressure due to higher operating leverage, unforeseen utility costs increases, and potential impact from NT dollar fluctuations.
Seasonal fluctuations and market demand shifts impacting EMS business revenue and margins.
由于营业槓杆作用增强，出现不可预见的水电费增加，以及新台币汇率波动的潜在影响，导致营业利润率受压。
季节波动和市场需求变化影响EMS业务的营业收入和毛利率。
Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：本文由AI生成。文章内容的准确性无法完全保证。有关更全面的详细信息，请参阅IR网站。本文只是为投资者提供参考，没有任何指导或推荐建议。
