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:
以下是日月光半導體控股有限公司（ASX）2024年第三季度業績會議電話記錄摘要：
Financial Performance:
金融業績：
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.
日月光半導體記錄了2024年第三季度每股收益（EPS）爲新臺幣2.17（全面攤薄）和新臺幣2.24（基本）。
第三季度淨營業收入環比增長14%，同比增長4%，合併淨利潤達到新臺幣97億。
毛利率環比提高0.1個百分點至16.5%，營業利潤按新臺幣25億逐季增長。
Business Progress:
業務進展：
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.
持續投資於領先的先進封裝業務，預計在2025財年實現翻番增長。
加大對先進和領先服務的重點關注，以響應強勁需求，尤其是在人工智能和高性能計算（HPC）領域。
採取成本控制措施，包括颱風後的生產變化和調整水電費用。
Opportunities:
機會：
Substantial growth opportunities in packaging and testing for leading-edge products.
Anticipated strong demand for advanced interconnect technologies and services going into 2025.
領先產品在包裝和測試方面存在巨大增長機會。
預計到2025年，對高級互連技術和服務存在強勁需求。
Risks:
風險：
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.
由於營業槓桿作用增強，出現不可預見的水電費增加，以及新臺幣匯率波動的潛在影響，導致營業利潤率受壓。
季節波動和市場需求變化影響EMS業務的營業收入和毛利率。
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。文章內容的準確性無法完全保證。有關更全面的詳細信息，請參閱IR網站。本文只是爲投資者提供參考，沒有任何指導或推薦建議。
