*Taiwan’s ESMT sees memory upturn accelerating as pricing gains roll into 4Q25*
Tight memory supply has lifted prices across product lines, allowing Elite Semiconductor Microelectronics Technology (ESMT) to break a two-quarter losing streak in the third quarter of 2025. With wafer cycles running four to six months and contract pricing lagging by a quarter, the real pricing uplift is expected to appear from the fourth quarter of 2025. ESMT is on track to return to core profitability, with gross margin set to rise materially from third-quarter levels.
Source: DigiTimes
Submitted December 07, 2025 at 10:56AM by NewMaxx via reddit ift.tt/tYwiGCS
Tight memory supply has lifted prices across product lines, allowing Elite Semiconductor Microelectronics Technology (ESMT) to break a two-quarter losing streak in the third quarter of 2025. With wafer cycles running four to six months and contract pricing lagging by a quarter, the real pricing uplift is expected to appear from the fourth quarter of 2025. ESMT is on track to return to core profitability, with gross margin set to rise materially from third-quarter levels.
Source: DigiTimes
Submitted December 07, 2025 at 10:56AM by NewMaxx via reddit ift.tt/tYwiGCS