ESMT

2 days agoNews Editor

ESMT posts record Q3 revenue and EPS as quarterly profit tops NT$10 billion for the first time

Elite Semiconductor Memory Technology Inc. (ESMT, 3006) reported record third-quarter results, with revenue reaching NT$22.15 billion and net profit attributable to the parent climbing to NT$10.759 billion. Both figures marked all-time highs, while earnings per share came in at NT$36.79, also a record. The company said the quarter benefited from rising prices for mature memory products. Compared with the second quarter, third-quarter net profit rose about 82% and revenue increased 58.8%. Revenue was also up 519.2% from a year earlier. Profit growth outpaced revenue growth, with gross margin improving to 77.44% from 68.7% in the prior quarter. Operating profit reached NT$13.15 billion, and operating margin stood at 59.37%. For the first nine months, ESMT posted revenue of NT$43.363 billion, up 343.9% year over year. Net profit attributable to the parent was NT$18.731 billion, with EPS at NT$64.54, compared with a loss per share of NT$2.81 in the same period last year. Market attention is now on whether demand and pricing support for DDR3 and DDR2 can continue into 2027.

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ESMT

1 months agoNews Editor

Serenity Says ESMT Could Mirror SanDisk as Niche Memory Prices Rise

Serenity, known in online communities as the "white-haired stock guru," has singled out Taiwan-listed ESMT as a company that could follow the kind of share-price move SanDisk previously saw during a memory upcycle. The thesis centers on operating leverage in older, low-cost memory products: a price increase of a few dollars may have little effect on the end product, but can materially lift margins for the chip supplier. Serenity used DDR2 as an example, noting that legacy chips priced around $0.96, or roughly $2.5 depending on specifications, could still leave end-device costs manageable even if average selling prices were to triple. TrendForce data cited in the report points to tighter supply in mature-node DRAM after large manufacturers shifted capacity to HBM and server DRAM. It estimated DDR2 contract prices rose about 55% to 60% in the second quarter of 2026 and could climb another 35% to 40% in the third quarter. The report also highlighted sharp expected gains in SLC NAND and continued strength in NOR Flash, while MoneyDJ said ESMT has already started prioritizing higher-priced orders and can meet only about 60% to 70% of customer demand with its current wafer capacity.

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