eMemory Technology (3529) Investor presentation summary
Event summary combining transcript, slides, and related documents.
Investor presentation summary
16 Oct, 2026Business model and scale
Logic-compatible eNVM IP enables embedded non-volatile memory in standard logic processes without extra costly steps; licensing to foundries and chip designers supports scalable integration.
Portfolio spans 772 production processes from 0.5μm to 2nm, with 79M+ cumulative wafers shipped and 5M 8-inch-equivalent wafers shipped in H1 2026.
Revenue comprises royalty and license/design revenue; the presentation describes wafer shipments as a source of recurring royalty revenue with long-term visibility.
More than 1,370 patents issued and 221 pending; team of 339 with 73% focused on R&D.
Memory and security portfolio
OTP products NeoBit and NeoFuse support memory repair, image-sensor recovery, analog trimming and key storage; MTP products NeoFlash, NeoMTP and NeoEE support firmware updates, data logging and configuration.
NeoPUF generates keys on demand from microscopic physical variations rather than storing them, positioning it as a hardware root of trust; security offerings extend to crypto processors, secure elements and HSMs.
NeoFuse is physically invisible and resistant to physical attacks; at 32K × 8 density, the cited OTP design uses one 0.33 mm² macro versus 16 e-fuse macros totaling ~1.92 mm², with no buffer SRAM required.
Logic-compatible MTP supports capacities from bits to megabits, with scalable storage, high endurance and standard-logic integration without mask overhead.
Commercial traction
More than 850 IPs registered at TSMC and over 2,600 new tape-outs across leading-edge and mature nodes; over 25M 8-inch-equivalent wafer shipments underpin recurring royalties.
Over 150 advanced-node tape-out licenses: 70 at 3nm–7nm and 88 at 12nm/16nm, across applications including CPUs, GPUs, SSD controllers, SoCs, Ethernet ICs and ASICs.
Recognized as TSMC’s Best IP Partner every year since 2010; founded in 2000 and IPO in 2011.
Latest events from eMemory Technology
- Q4 licensing rebounded, but FY royalties fell as advanced-node security wins build future growth.3529
Q4 2023 - Delivers advanced NVM and PUF-based security IPs for efficient, scalable, and secure chip solutions.3529
Investor presentation - Q2 2026 revenue grew 17.1% year-over-year, led by licensing and security IP momentum.3529
Q2 2026 - Q1 2026 saw 20% revenue and up to 36% net profit growth, driven by AI and security demand.3529
Q1 2026 - Record Q4 growth, robust margins, and expanding security IP adoption in advanced technologies.3529
Q4 2025 - Q2 2024 revenue and net profit surged, driven by strong licensing, royalty, and IP innovation.3529
Q2 2024 - Q3 2024 revenue up 14.3% YoY, driven by royalties, licensing, and advanced node demand.3529
Q3 2024 - Q1 2025 revenue rose 13.6% YoY, driven by royalty growth and PQC security innovation.3529
Q1 2025 - Q4 2024 delivered strong revenue and profit growth, fueled by licensing, royalties, and new tech.3529
Q4 2024