eMemory Reports NT$1,210.19 Million in Third-Quarter Revenue
Key Facts
eMemory reported sales of NT$1,210.19 million for the third quarter ended September 30, 2026, up from NT$952.42 million in the same period a year earlier, according to the company’s results published by MarketScreener, citing S&P Capital IQ, on October 29. The report preceded the publication date of the story under review, while the investor conference scheduled for November 13 was a later occasion to discuss the quarterly results. Revenue exceeded analyst expectations, according to earnings coverage published on October 30. But earnings per share missed expectations, making it inaccurate to describe the results as broadly below expectations. The reported share decline attributed to the November 13 results could not be verified, so that day’s share movement cannot be linked to the report published in October.
Net income was NT$639.1 million in the third quarter, compared with NT$487.14 million a year earlier, according to the published results report. The comparison reflects year-over-year profit growth alongside higher sales over the same period. Basic earnings per share from continuing operations were NT$8.56, versus NT$6.52 in the third quarter of 2025. Diluted earnings per share from continuing operations also reached NT$8.55, up from NT$6.51 a year earlier. Income and EPS measures therefore improved from the year-earlier period, although EPS fell short of analyst expectations, according to coverage published on October 30.
The company had listed an online investor conference to discuss third-quarter results for November 13, 2026, at 16:00 Taiwan time, according to its events schedule. The conference date followed publication of the results on October 29, while the reporting period itself ended on September 30. The date was preceded by a share move in the November 12 session, when the stock fell 2.65% to NT$2,205 after rising 2.26% to NT$2,265 in the previous session, according to MarketScreener data citing the Taiwan Stock Exchange. On November 11, Taiwan Stock Exchange data showed a close of NT$2,265 and estimated market capitalization of NT$169,164 million. These figures provide context for the share movement before the conference, but do not prove that the October results caused the decline recorded in the November 12 session, nor do they document the November 13 session’s movement.
In its second-quarter 2025 report, eMemory said licensing revenue continued its growth momentum, supported by strong demand from foundry companies and fabless customers. The company added that it expected royalty revenue to continue growing as projects moved into production. It said in the report: "We expect licensing revenue to continue its growth momentum due to very strong demand from foundry companies and fabless customers for our intellectual property." The statement provides background on demand for the company’s licenses and projects moving into production, but dates to the second-quarter 2025 report. In the same period, net income was NT$399.995 million, down 15.8% year over year, and earnings per share were NT$5.36, a decline of 15.7%. On that basis, the growth in net income and EPS in the third quarter of 2026 followed an earlier period in which both measures fell year over year.