)
Edge28 Nov 2025
Keeping the Streak Alive: The Story of Duolingo
How Duolingo made language learning addictive, scaled to millions of users, and built a powerful subscription business around everyday practice.
Alchip Technologies (3661) investor relations material
Alchip Technologies Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary6 Nov, 2025
Executive summary
Q3 revenue was TWD 223 million ($222.99M), below plan due to a planned customer change, end-of-life for 5nm AI accelerator shipments, and capacity shortages in the cryptocurrency segment.
Net income reached TWD 44.3 million ($44.26M), with EPS at NTD 16.4, nearly flat sequentially.
Gross margin improved by 6 percentage points quarter-on-quarter, reaching 27%-28%, driven by a higher NRE revenue mix and disciplined cost management.
Operating expenses decreased due to expense control and reduced ESOP amortization.
Significant progress was made with the most important customer, with M3 design tape-out successfully verified and high-volume production on track for Q2 next year.
Financial highlights
Q3 revenue declined 25% sequentially and 51.5% year-over-year, with gross profit at $61.73M, flat sequentially but down 31% year-over-year.
Operating income was TWD 38.8 million ($38.76M), up 3.2% quarter-on-quarter but down 33.6% year-over-year.
Net income increased 3.1% sequentially but fell 20.3% year-over-year.
Gross margin rose to 27%-28% from 21% in the previous quarter, with NRE revenue contributing 30%-40% of total sales.
EPS: NTD 16.4 in Q3.
Outlook and guidance
Q4 revenue is expected to decline further, but gross margin is projected to improve due to higher NRE revenue.
Q4 is a traditional peak season for NRE, with expectations for record quarterly earnings for the year.
Significant revenue growth is anticipated from Q2 next year as the 3nm accelerator project enters high-volume production.
2nm projects are expected to begin contributing revenue in Q4, with production scale increasing for each new generation.
Revenue is expected to remain under pressure as major 5nm shipments have concluded and other projects contribute limited production revenue.
Future revenue drivers post 5nm accelerator end
Outlook for NRE contribution to gross margin
Strategy for scaling 3nm/2nm node revenue
N3 wafer upside: How does the model impact share?
2nm project: How to defend margins vs. competitor ASP cuts?
Second CSP win: What specific strategy is used?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Alchip Technologies earnings date
Q4 202523 Mar, 2026
Next Alchip Technologies earnings date
Q4 202523 Mar, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Alchip Technologies Limited is a fabless semiconductor. The company specializes in the design and manufacturing of digital CMOS ASICs (Application-Specific Integrated Circuits). Alchip offers a range of services including physical design, design for test insertion, package design, product qualification, IP licensing, and manufacturing services for digital CMOS ASICs. It has a history of working on products across various process technologies, from 180 nm down to 16 nm, catering to applications in medical image processing, supercomputing, crypto-mining, and networking. The company is headquartered in Taiwan, and its shares are listed on the Taiwan Stock Exchange.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage