Macronix International Co Ltd
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Earnings Call Analysis
Q3-2023 Analysis
Macronix International Co Ltd
The earnings call for Macronix International Company Limited's third quarter of 2023 kicked off with the standard operational procedures and a cautionary note about forward-looking statements. The statements made during the call are subject to various risks and uncertainties that could cause actual results to differ from expectations. These uncertainties include competitive pressures, customer adoption rates, technological advancements, supply and demand dynamics in the semiconductor industry, manufacturing capacity issues, and financial stability within end markets.
Dr. Miin Wu, the Chairman and CEO of Macronix, along with CFO, Paul Yeh, presided over the call. The executives presented in Chinese which implied that the company values its domestic stakeholders and acknowledges the importance of local language in corporate communications.
There were interruptions during the call, including a vacant screen and a brief pause in the conference. This technical difficulty was addressed by the operator and the conference resumed normally.
The discussion on capital expenditure (CapEx) centered on the company's ongoing investment in 192-layer technology for memory products. The company is in the process of shipping 48-layer and 96-layer products, with plans to advance to 192-layer products soon. This level of CapEx detail suggests that Macronix is actively investing in next-generation technology to remain competitive in the high-density memory market.
The call concluded without a traditional question-and-answer session, as no further questions were posed. Dr. Miin Wu thanked the participants and closed the financial review. The lack of a Q&A session may indicate that either the financial performance was straightforward, or it might suggest a lack of engagement from the analyst community.
Good day, and thank you for standing by. Welcome to the Macronix International Company Limited Third Quarter 2023 Earnings Webcast Conference Call. At this time, all participants are in the listen-only mode. After the speakers' presentation, there will be a question-and-answer session via the webcast. The presentation and discussion contain certain forward-looking statements with respect to the results of operation, financial condition and current expectations. The forward-looking statements are subject to known and unknown uncertainties and risks that could cause actual results to differ materially from those expressed or implied by such statements. Such risks and uncertainties include, but are not limited to, the impact of competitive products and pricing, timely design acceptance by our customers, timely introduction of new technologies, ability to ramp new products into volume, industrywide shifts and supply and demand for semiconductor products, industry overcapacity, availability of manufacturing capacity, financial stability in end markets, and other risks. The forward-looking statements in this release reflect the current belief of Macronix as of the date of this release, and Macronix undertakes no obligation to update these forward-looking statements for events or circumstances that occur subsequent to such date. Please be advised that today's conference is being recorded. I'd now like to hand the conference over to Dr. Miin Wu, Chairman and CEO of Macronix. Please go ahead, sir.
Thank you. Welcome to Macronix's third quarter financial review. Today, I thank the -- the person involved are myself and our CFO, Paul Yeh. So, I think the reporting will be conducted in Chinese.[Foreign Language]
Now we talk about2023, Q3, the third quarter, the quarter result. Given [Foreign Language] consolidate [Foreign Language]. It was based on like accounting credit control review in the financial statement. [Break] [Foreign Language][Break]
Very, very sorry for a vacant screen.[Foreign Language]
Gentlemen please remain on the line, your conference will resume shortly[Break]You are back on line, please continue.
Okay. [Foreign Language]
[Foreign Language]
[Foreign Language]
[Foreign Language] [Break]
[Foreign Language]
Okay. I think regarding to the CapEx. As I said, we already have a CapEx for the 192 layers. And then today, for the [indiscernible] business, we are shipping the 48 layers, 96 layers and will be 192 layers. So those are -- will be the devices we're going to ship directly from our [indiscernible].
[Foreign Language] [Break] [Foreign Language][Break]
[Foreign Language] -- Thank you for joining the Macronix's third quarter financial review. I think without any further questions, we will conclude this financial review. Thank you very much.
This concludes today's webcast conference call. Thank you for participating. You may now disconnect.