Kulicke and Soffa Industries Inc
NASDAQ:KLIC

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Kulicke and Soffa Industries Inc
NASDAQ:KLIC
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Price: 48.35 USD 6.12% Market Closed
Market Cap: 2.5B USD

Kulicke and Soffa Industries Inc
Investor Relations

Kulicke and Soffa Industries Inc. has carved out a distinctive niche within the semiconductors industry. With the rapid advancement of technology in fields like smartphones, automotive, and high-performance computing, the demand for efficient and reliable chip assembly has never been greater, and that's where Kulicke and Soffa steps in. Established as a leading provider of advanced packaging and electronic assembly solutions, the company plays a crucial role in the broader electronics ecosystem. By offering a suite of products and services that include wire bonding, advanced packaging, die attach, and semiconductor systems, the company ensures that semiconductor manufacturers can meet the soaring demand for high-performance chips. It leverages its deep expertise in precision engineering and automation technology, providing the essential tools that enable semiconductor firms to scale up production while maintaining stringent quality standards.

Revenue streams for Kulicke and Soffa are multifaceted, stemming from the sale of equipment, after-market services, and supplies relevant to chip assembly. The equipment segment encompasses a broad array of industrial machinery used by semiconductor manufacturers to assemble and test semiconductor devices. Beyond equipment sales, Kulicke and Soffa generates recurring income through services such as equipment maintenance, upgrades, and the sale of replacement parts. This combination of upfront sales and ongoing service offers the company a stable financial foundation, allowing it to invest in innovation and stay at the forefront of the industry. As technology continues to evolve and the semiconductor landscape grows more complex, Kulicke and Soffa is well-positioned to maintain its role as an integral enabler of technological progress.

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Last Earnings Call
Fiscal Period
Q4 2025
Call Date
Nov 20, 2025
AI Summary
Q4 2025

Leadership Transition: Lester Wong has taken over as Interim CEO following Fusen Chen's retirement, with a permanent successor search underway.

Revenue Beat & Growth: Q4 revenue was $177.6 million, above guidance, with sequential improvement in general semiconductor and memory markets.

Strong Utilization: Utilization rates in general semiconductor and memory are above 80%, with China nearing 90%, indicating robust market activity.

Outlook Raised: December quarter revenue is expected to grow 7% sequentially to $190 million, with gross margin improving to 47%.

Advanced Packaging Progress: First HBM system shipment is set for the December quarter, and vertical wire solutions are expected to ramp by late fiscal 2026.

Auto & Industrial Turnaround: After a period of weakness, auto and industrial segments are expected to see sequential improvement starting in Q1 fiscal 2026.

Share Repurchases: The company repurchased $96.5 million in shares over fiscal 2025, reducing outstanding shares by nearly 5%.

Key Financials
Revenue
$177.6 million
Earnings Per Share
$0.12
Gross Margin
45.7%
Operating Expense
$80.3 million
Tax Expense
$0.3 million
Share Repurchases
$96.5 million (2.4 million shares, nearly 5% of shares outstanding)
Memory Revenue
$24.4 million
Earnings Call Recording
Other Earnings Calls

Management

Dr. Fusen Ernie Chen Ph.D.
President, CEO & Director
No Bio Available
Mr. Lester A. Wong J.D.
Executive VP of Finance & IT and CFO
No Bio Available
Mr. Robert Nestor Chylak
Senior VP of Central Engineering & CTO
No Bio Available
Mr. Mun Pun Wong
Senior Vice President of Global Sales & Supply Chain
No Bio Available
Mr. Chan Pin Chong
Executive VP and GM of K&S Products & Solutions
No Bio Available
Mr. Joseph Elgindy
Senior Director of Investor Relations & Strategic Planning
No Bio Available
Mr. Zi Yao Lim
Director of Legal Affairs, Interim General Counsel & Corporate Secretary
No Bio Available
Ms. Lisa Lim
Vice President of Global Human Resources
No Bio Available

Contacts

Address
23A Serangoon North Avenue 5, #01-01 K&S Corporate Headquarters
Contacts
+6568809600.0
www.kns.com