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eMemory Technology
eMemory Technology (3529) investor relations material
eMemory Technology Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary11 Feb, 2026
Executive summary
Q4 2025 revenue reached TWD 1.05 billion, up 10.1% sequentially and 3.7% year-over-year, with full-year revenue at TWD 3.85 billion, a 6.7% increase from 2024.
Operating income for Q4 2025 was TWD 636 million, up 15.9% sequentially and 12.3% year-over-year; full-year operating income rose 13.4% to TWD 2.25 billion.
Net income for Q4 2025 was TWD 563 million, up 15.6% quarter-over-quarter and 9.4% year-over-year; full-year net income increased 4.2% to TWD 1.91 billion.
Achieved 18 licensing wins in 3 nm defense applications in Q4 2025, with further 3 nm AI data center processor license expected in Q1 2026.
Royalty revenue accounted for 66.9% of Q4 revenue, with licensing at 33.1%.
Financial highlights
Gross margin remained at 100% for Q4 and full-year 2025.
Operating margin improved to 60.6% in Q4 2025, up 3.0 percentage points sequentially and 4.6 points year-over-year.
EPS for Q4 2025 was TWD 7.54, up 15.6% quarter-over-quarter and 9.4% year-over-year; full-year EPS reached TWD 25.60.
ROE for Q4 2025 was 60.8%, up 3.8 points sequentially but down 1.7 points year-over-year.
Net margin for Q4 2025 was 55.2%, up 3.9 points sequentially and 4.1 points year-over-year.
Outlook and guidance
Licensing revenue expected to grow, driven by more licenses and higher average prices.
Royalty growth to accelerate with mass production ramp-up, higher ASPs at advanced nodes, and increased PUF and MTP-related royalties.
New application ramp-ups in mobile, automotive, cloud AI, and edge devices.
Security IPs to expand with PQC certifications and integration into major CPU platforms and automotive/healthcare applications.
Technology development focuses on advanced OTP, RRAM, NeoFlash, and PUF-based security platforms, with NIST certifications achieved.
Impact of PUF-PQC NIST certification
eMemory's role in AI memory system growth
Key new applications driving royalty acceleration
PUFrt's role in AI server market penetration
How does AI impact IP industry competitive moat?
Royalty growth drivers beyond foundry expansion
Partial view of Summaries dataset, powered by Quartr API
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Next eMemory Technology earnings date
Q1 202624 Apr, 2026
eMemory Technology
Next eMemory Technology earnings date
Q1 202624 Apr, 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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