Globalwafers Co Ltd Q3 2024 Earnings Call Transcript - Thomson StreetEvents

Globalwafers Co Ltd Q3 2024 Earnings Call Transcript

Globalwafers Co Ltd Q3 2024 Earnings Call Transcript - Thomson StreetEvents
Globalwafers Co Ltd Q3 2024 Earnings Call Transcript
Published Nov 05, 2024
13 pages (9074 words) — Published Nov 05, 2024
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Abstract:

Edited Transcript of 6488.TWO earnings conference call or presentation 5-Nov-24 8:00am GMT

  
Brief Excerpt:

...Thank you, Leah. Good afternoon, ladies and gentlemen. Thank you very much for joining Globalwafers earnings call of Q3 2024. Leah Peng our spokesperson will guide us through the presentation and FAQ received recently and I will address the questions raised in the meeting today. First of all, let me share some comments of our overall financial results and update current operation status. In the third quarter of 2024 our revenue reached TWD18.9 billion NT marking a 3.6% increase QoQ. For the first three quarters of 2024, our revenue totaled TWD46.3 billion, reflecting a 14.1% decline YoY. Post three quarters this year and the third quarter this year, both of these two achieved the third highest figure for the same period for globalwafers....

  
Report Type:

Transcript

Source:
Company:
GlobalWafers Co Ltd
Ticker
6488.TWO
Time
8:00am GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Donnie. Teng. - Nomura Securities Co. - Analyst : Hello, good afternoon, Tony.


Question: Donnie. Teng. - Nomura Securities Co. - Analyst : Well, thank you for taking my question. I just have two short questions. So first one is gross margin last quarter. I think there has been a explanation on the some of the onetime effects on the gross margin. But this quarter it looks like operational wise, the gross margin has been affected by multiple reasons and now it's like 30% level. So what what kind of a structural growth margin range you would be expecting going forward considering the all the factors mentioned in this quarter. Because now gross margin seems like lower than the previous downcycle already. So just wondering whether there's any a reasonable range in terms of gross margin going forward? And secondly, is the dividend policy wondering if you could kindly update some of the, you know, future dividend policy to to investors. Thanks REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. NOVEMBER 05, 2024 / 8:00AM, 6488.TWO - Q3 2024 Globalwafers Co Ltd Earnings Call


Question: Donnie. Teng. - Nomura Securities Co. - Analyst : Understood. Just one quick follow up. So could you elaborate more on what how much sales exposure or how much sales we have from silon car by? What kind of percentage right now? And for gross margin are you expecting it will start to pick up from fourth quarter this year or it would be more likely in 2025.

Table Of Contents

Globalwafers Co Ltd Q1 2025 Earnings Presentation Transcript – 2025-05-06 – US$ 106.00 – Edited Transcript of 6488.TWO earnings conference call or presentation 6-May-25 8:00am GMT

Globalwafers Co Ltd and Sino-American Silicon Products Inc Q4 2024 Earnings Presentation Transcript – 2025-03-05 – US$ 54.00 – Edited Transcript of 6488.TWO earnings conference call or presentation 5-Mar-25 7:00am GMT

Globalwafers Co Ltd Q1 2024 Earnings Call Transcript – 2024-05-07 – US$ 54.00 – Edited Transcript of 6488.TWO earnings conference call or presentation 7-May-24 9:00am GMT

Globalwafers Co Ltd Q3 2023 Earnings Call Transcript – 2023-11-07 – US$ 54.00 – Edited Transcript of 6488.TWO earnings conference call or presentation 7-Nov-23 9:00am GMT

Globalwafers Co Ltd Q2 2023 Earnings Call Transcript – 2023-08-01 – US$ 54.00 – Edited Transcript of 6488.TWO earnings conference call or presentation 1-Aug-23 9:00am GMT

Globalwafers Co Ltd Q1 2023 Earnings Call Transcript – 2023-05-02 – US$ 54.00 – Edited Transcript of 6488.TWO earnings conference call or presentation 2-May-23 9:00am GMT

Globalwafers Co Ltd Q4 2022 Earnings Call Transcript – 2023-03-14 – US$ 54.00 – Edited Transcript of 6488.TWO earnings conference call or presentation 14-Mar-23 9:00am GMT

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MLA:
Thomson StreetEvents. "Globalwafers Co Ltd Q3 2024 Earnings Call Transcript" Nov 05, 2024. Alacra Store. May 15, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q3-2024-Globalwafers-Co-Ltd-Earnings-Call-T16156439>
  
APA:
Thomson StreetEvents. (2024). Globalwafers Co Ltd Q3 2024 Earnings Call Transcript Nov 05, 2024. New York, NY: Alacra Store. Retrieved May 15, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q3-2024-Globalwafers-Co-Ltd-Earnings-Call-T16156439>
  
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