财务数据和关键指标变化 - 公司在2023年6月季度实现收入1.909亿美元,同比增长,毛利率为47.2%,非GAAP每股收益为0.55美元,超出之前的预期 [30][43] - 公司预计2023年9月季度收入约2亿美元,毛利率48%,非GAAP营业费用约7050万美元,非GAAP净收益约2400万美元,非GAAP每股收益约0.42美元 [46][47] 各条业务线数据和关键指标变化 - 球焊机业务销售同比增长45%,主要由于利用率提升和公司最高性能Rapid系列产品需求增加 [31] - 楔焊机业务保持强劲,主要受益于电动车和功率半导体市场需求 [32][33] - 公司的热压焊接业务实现季度新高,并获得多个无助焊系统和最新TCB平台的订单 [31] 各个市场数据和关键指标变化 - 通用半导体市场需求改善,LED和存储市场利用率也有所提升 [31][33][34] - 汽车和工业市场略有下滑,但仍保持较强水平,功率半导体需求保持旺盛 [32] - 公司在NAND存储组装解决方案方面保持主导地位,并正在拓展DRAM应用 [34] 公司战略和发展方向及行业竞争 - 公司持续推进多项增长举措,包括推出新的球焊和楔焊解决方案、创新的先进封装方案,以及在先进显示领域取得新的里程碑 [14] - 公司正在积极拓展热压焊接在异构集成、应用处理器、3D传感和硅光子等领域的应用 [28][29] - 公司正在与多家客户合作,评估芯片到硅晶圆的热压焊接技术,可能会大幅加快公司先进封装业务的长期增长 [29] - 公司预计2024年半导体单元出货量将增长约10%,2025年也将保持高于平均水平的增长 [55][36] 管理层对经营环境和未来前景的评论 - 公司认为2024年将是一个更好的年份,但第一半年可能不如第二半年强劲 [60][94] - 公司认为球焊机业务有望带来较大增长,并预计毛利率将进一步提升 [55][94] - 公司对先进显示和先进封装等新兴业务前景保持乐观 [35][49] 问答环节重要的提问和回答 问题1 **Craig Ellis 提问** 询问公司对2024年10%行业增长的预期,以及公司在此背景下的表现 [54] **Fusen Chen 和 Lester Wong 回答** 公司认为2024年将是一个更好的年份,但第一半年可能不如第二半年强劲,具体取决于宏观环境。公司预计球焊机、楔焊机和先进封装等业务将有所增长,并带来毛利率改善 [55][60] 问题2 **Dave Duley 提问** 询问公司在热压焊接市场的地位、市场规模以及占有率 [65] **Fusen Chen 回答** 公司在热压焊接领域有较强的产品组合,主要服务于高容量半导体和异构集成两个市场。公司已在异构集成芯片到基板的应用中占据领先地位,并正在与多家客户合作评估芯片到硅晶圆的热压焊接技术 [66][67][88] 问题3 **Charles Shi 提问** 询问公司热压焊接订单执行情况及未来预期 [80] **Fusen Chen 和 Lester Wong 回答** 公司已经交付了约4000万美元的热压焊接订单,未来2-3个季度内将完成剩余订单。公司预计到2025年,热压焊接业务年收入将超过1亿美元 [81][84]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ☒ 1934 For the quarterly period ended July 1, 2023 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ☐ 1934 For the transition period from to . Commission File No.: 0-121 KULICKE AND SOFFA INDUSTRIES, INC. (Exact name of registrant as specified in its charter) Pennsylvania 23-1498399 (State or other jurisdict ...

Kulicke and Soffa Industries, Inc. (NASDAQ:KLIC) Q2 2023 Earnings Conference Call May 4, 2023 8:00 AM ET Company Participants Joe Elgindy - Senior Director, Investor Relations Fusen Chen - President and Chief Executive Officer Lester Wong - Chief Financial Officer Conference Call Participants Tom Diffely - D.A. Davidson Dave Duley - Steelhead Securities Krish Sankar - Cowen and Company Charles Shi - Needham and Company Tyler Burmeister - Craig-Hallum Operator Hello and welcome to the Kulicke & Soffa 2023 Se ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ☒ 1934 For the quarterly period ended April 1, 2023 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ☐ 1934 For the transition period from to . Commission File No.: 0-121 KULICKE AND SOFFA INDUSTRIES, INC. (Exact name of registrant as specified in its charter) Pennsylvania 23-1498399 (State or other jurisdic ...

Kulicke and Soffa Industries, Inc. (NASDAQ:KLIC) Q1 2023 Earnings Conference Call February 2, 2023 8:00 AM ET Company Participants Joe Elgindy - Senior Director, Investor Relations Fusen Chen - President and Chief Executive Officer Lester Wong - Chief Financial Officer Conference Call Participants Krish Sankar - Cowen Craig Ellis - B. Riley Charles Shi - Needham and Company David Duley - Steelhead Securities Hans Chung - D.A. Davidson Operator Hello, and welcome to the Kulicke & Soffa 2023 First Quarter Res ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ☒ 1934 For the quarterly period ended December 31, 2022 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ☐ 1934 For the transition period from to . Commission File No.: 0-121 KULICKE AND SOFFA INDUSTRIES, INC. (Exact name of registrant as specified in its charter) Pennsylvania 23-1498399 (State or other juri ...

Q4F22 Ended Oct 1, 2022 1 NASDAQ: KLIC Quarterly Earnings Review Nov 17, 2022 Q4F22 Safe Harbor 2 Earnings Review While these forward-looking statements represent our judgments and future expectations concerning our business, a number of risks, uncertainties and other important factors could cause actual developments and results to differ materially from our expectations. These factors include, but are not limited to, the factors listed or discussed in our 2021 Annual Report on Form 10-K and our other filin ...

Quarterly Earnings Review Nov 18, 2021 Q4F21 Ended Oct 2, 2021 NASDAQ: KLIC Safe Harbor | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

《Kulicke & Soffa。 1 1 Investor Day 2021 September 23, 2021 TechnoloyChange Extending market access, supporting profitability enhancements Safe Harbor In addition to historical statements, this presentation contains statements relating to future events and our future results based on management's expectations as of September 23, 2021. These statements are "forward-looking" statements within the meaning of the Private Securities Litigation Reform Act of 1995. While these forward-looking statements represent o ...

NASDAQ: KLIC Q3F21 Ended Jul 3, 2021 Quarterly Earnings Review August 5, 2021 Safe Harbor | --- | --- | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...