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eMemory Technology (3529) investor relations material
eMemory Technology Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary14 Nov, 2025
Executive summary
Q3 2025 revenue reached NT$952.4M (TWD 952 million), up 1.7% sequentially and 5.9% year-over-year, with net income of NT$488,442K, up 21.8% sequentially and 17.7% year-over-year, driven by breakthroughs in security and memory applications, including a 10-year U.S. defense contract for PUF technology and commercial adoption of embedded ReRAM and NeoFlash.
Royalty contributed 63.6% and licensing 36.4% of Q3 revenue; licensing grew 9.1% sequentially and 19.4% year-over-year.
Gross margin remained at 100%, with operating margin at 57.6% and net margin at 51.3%.
Strategic collaborations with major foundries, ARM, and leading cloud service providers are expanding the technology's reach in advanced nodes and security solutions.
Cash dividends of NT$1,642,608K were distributed during the nine months ended September 30, 2025.
Financial highlights
Q3 2025 revenue was TWD 952 million (USD $32 million), up 8.2% sequentially and 15.9% year-over-year in USD terms.
Operating income reached TWD 548 million, up 0.5% sequentially and 8.6% year-over-year; net income was TWD 487 million, up 21.8% sequentially and 17.7% year-over-year.
EPS for Q3 was TWD 6.52, up 21.6% sequentially and 17.7% year-over-year.
ROE improved to 57.0% from 50.4% in the previous quarter.
Cash at period end was NT$2,746,424K, down from NT$3,307,749K at the start of the year.
Outlook and guidance
Business momentum expected to accelerate, with licensing growth from U.S. defense contracts and AI server applications, and royalty growth from mass production in RF, DDR5, AI, automotive, and PC markets.
Advanced process nodes (7 nm and below) are expected to contribute significantly to future royalties, with over 60 design wins and more than 20 tapeouts at 3 nm in Q4.
New IP development includes OTP for 2nm with TSMC, ReRAM with Korea's largest company, and NeoFlash for smart power.
Security business expanding with chiplet security, Arm collaboration, and automotive/hospital platforms.
No explicit forward-looking guidance provided, but continued revenue and profit growth year-over-year suggest positive momentum.
Key PUF commercialization paths beyond defense?
Strategy for 2nm and FinFET technology development?
What drives the structural increase in royalty per wafer?
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Next eMemory Technology earnings date
Q4 202510 Feb, 2026
Next eMemory Technology earnings date
Q4 202510 Feb, 2026
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Frequently asked questions
eMemory Technology Inc. is a leading technology company based in Taiwan, specializing in the development, manufacture, and distribution of wafers. It is also engaged in the creation and application of embedded non-volatile memory (NVM) chips and various control chips. The company stands out as the world's largest pure-play developer and provider of logic-based non-volatile memory technology, offering a range of products that include NeoBit, NeoFuse, NeoMTP, NeoEE, and NeoPUF. These proprietary intellectual property (IP) technologies are utilized in the production of integrated circuits (ICs) across consumer, industrial, and automotive applications. eMemory Technology Inc. monetizes its innovations by licensing its silicon intellectual property (SIP) to customers, generating revenue through license fees, usage fees, non-recurring engineering (NRE) fees, and royalties. The company's products find applications in information equipment, automobiles, home appliances, communication equipment, and consumer electronics, serving both domestic and international markets, including Asia, the Americas, Europe, and Africa. The company is headquartered in Zhubei, Taiwan, and its shares are listed on the Taiwan Exchange..
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