Q1 2025 AUO Corp Earnings Call
Speaker Change: Ladies and gentlemen, you without going into an earning Irwin your.
E T sign shouldn't wait times.
Anyway, you catch it in the hallway towards high teens on pipe I'm, calling it doesn't do any if I am called hope Homeaway teaching Q&A surgeon.
Speaker Change: Well the challenge that you and Joe gave you that won't be in towards it when she Jerry Xu kicks off.
Go ahead, Jim Jim maybe if oil got down to what well see on.
Speaker Change: I won't say it holds then why she Jeremy.
Speaker Change: Well you can go with exactly what that Oh.
Speaker Change: So obviously.
Speaker Change: So away from Jonathan.
Speaker Change: Oh I'm sorry.
Speaker Change: Uhm penchant a lot Paul.
Speaker Change: So it seems obviously don't seem to get comfortable with it right. So it's just sell it she asking since Jeff was asking me jumping jacks.
Speaker Change: We haven't jumped onboard David didn't get Pos you'll find that they wish I can michele.
You haven't jumped out at you about putting O N D G that tape out C O N E.
Speaker Change: Oh geez.
Speaker Change: So she's out teaches she's out jumped that though.
Speaker Change: Yeah, So like opening remarks, Joe Johnson seem to agree with you.
Speaker Change: Sam will make and sell it to you like you said that you would go back to John jumped once you. If you want to see a wasteful quite fortunate holds you won't go warehouse.
Well it sounds like hypothesis I like to I mean, you saw Joseph you can get the way you deal with that.
Speaker Change: Is that right. That's how we've all got to check what jumps expertise didn't go away.
Speaker Change: So that change actually that would be to see LTE phones yet.
Jay: You can go way up wise this is Jay.
Speaker Change: The safe Harbor notice.
Jay: Shall I wasn't sure how much I would go with BOL com.
Jay: Okay I got it.
Jay: So maybe I'll just tell you what I assume youre not going to Oh.
Jay: D G.
Jay: Did she doesn't appear as though she bought other E Jets all you got to do their job with per se.
Jay: So those are outside of the genome.
So as you know and I can't quite easy spray she's on T V. It's always a little flavor.
Jay: How would you how would you sort of your jobs.
Cause would've thought with the O&M, what he said.
Speaker Change: So the question from J D.
Speaker Change: We've got a couple of T cell faithful I D D G E.
Speaker Change: Yeah.
Speaker Change: Certainly that would be spread up you'll see it you'll be cheap.
Speaker Change: Well finish it up.
Speaker Change: So what are your golf, which I doubt this happy to chat with you.
Speaker Change: Yeah.
Speaker Change: He thought it was just high level.
I wish I would have to be honest I don't shop, So that's easy enough.
Speaker Change: Yeah.
Speaker Change: But it goes to a machine.
Speaker Change: Do you work on goes out you don't know me and by the way to where you can go there. She told me. It was just that you still have their jobs.
Speaker Change: Did you all kind of 40 to form yet so what are you D. G to you. So it turns out happiness with her you'll watch to look outside of your job D. G to you Jim on any responses as you heard me say it.
Speaker Change: I can give it almost sounds as hospitals will T. What's the way to beat up on the call, but Gee. That's G that you can't say you won't eat you shutdown does yoga per se Yamaguchi that get hot you.
Speaker Change: Usually when we get a cut off yes, you need I don't see that.
Speaker Change: D. G to you I guess, that's a saggy yada yada.
Speaker Change: You got it as it goes to the gold I just had some sort of hoodies, how 40 speeches that gets used to pay down that you wish I'm Gonna change I E. G E.
Speaker Change: Yeah.
Speaker Change: Yeah. There you go to city of Dreams, Vichy that don't suit are adjusted out of those that I have I just want to people how do you truly she unresolved.
Speaker Change: So she's a E E.
Speaker Change: Yeah.
Speaker Change: J O D. G to say hold you need way such that you get Lucky P. S. Awakening, It says I get and Cheetah operating puppies.
Do you think you can weight loss.
Speaker Change: I Love you something to us.
Speaker Change: Yeah.
That's a deal you did you say youre not to say that you do a closer to need what he called like yeah. Yeah T. He said he talked lately.
Speaker Change: And you shout out all kinds of stuff with agile.
Speaker Change: G that shouldn't you said youll by Jesus eat not sometimes you got to your classic Jim Young bankers.
Speaker Change: G that seems what that uses the pieces that the city per se, but it sounds like you do with Xiaomi and she always suggest savi at 7%. So we are there.
Speaker Change: I used to eat sometimes it goes.
Jonathan: Ingalls hold all those awful, but like Jonathan said, she called out was valued at the Jixi Joel.
Jonathan: You had a G. A class you would've said households, as well either.
Jonathan: He says that is with J com.
Jonathan: Do you want a G D C.
Jonathan: So I wish it were they shopped out and so what else was out here. So this is a pocket so.
Jonathan: So when you got seeing how they can go straight to it.
Jonathan: You said I kind of shifting around B I D.
Jonathan: D G to you or those that United Tianjin Yahoo, Yes that she she's also got you deal with it said you were going to touch all good she's a G E.
Jonathan: So what's the what are the changes you also will see E. G don't come at it you'll see the O E.
Jonathan: Those are both of them changing the Oh, yes, yes.
Speaker Change: She said, yes, absolutely E G SIB O'malley, who shop with us.
Speaker Change: Just a yes it.
Speaker Change: Yeah, Yeah. So the tool set that up I was just hoping you saw that.
He has a so so but you know you saw the chi buyers to key jobs that you do say Jonathan per se not cheese, all ready to go said I wish you got them all but if you said that you saw sent off a little job is pretty weak. All you said it was like a handoff do you got to do with the data you do without you spray themselves that jumps out at you either way from Shanghai Giga per se.
Speaker Change: As a suite of per se.
Robert: Robert It's closer to what you said you're supposed to have it just sounds like either away from say, 30%.
Robert: So I understand that mobility is that once you set yourselves that'd be subsidies that sparks set.
Josh: Josh I'll go away some of it goes to the J D. O U S. You don't deal with that one so she didn't quite have you bought any piece of Oh Gee you have to do so they'll come to terms you said that you do G. G job. All these jobs going to equal you saw a junk yard signs that she doing Virginia saw low single digit up per se.
Josh: She said why you're very close to the Wuxi do you have that you don't eat she said she chose to shoot up waste a lot of change either from young users.
Josh: So easily so just your outside that tends up mid to high single digit percent.
Josh: So I hope I just pray.
Josh: Yeah, but you do E G Philadelphia and set up with J D and she said that you don't teach them how to each of you. So you should judge outside the doses right of decline you saw with the Soviet just yet.
Josh: Especially I say that because that I would check boxes are going to go away. So like the opening remarks.
Josh: Oh, great also synergies between them.
Josh: I mean, there's no doubt.
Josh: Okay.
Josh: We will keep keytruda is fit to shoot you.
Josh: Uh huh.
Josh: And that's what was that Houston.
Josh: It will be done very quickly. So it says you are.
Josh: Yes.
Josh:
Josh: Uh huh.
He is so cheap then.
They'll choose it.
Josh: Let's see you evil ethos.
Okay.
Josh: Oh, Oh, Oh man, so, we even sort of things that come.
Josh: I'm going to tell you what I've cause I always am by coincidence in.
Josh: Then shelby effects on it.
F N E <unk> dot com.
Josh: Yeah.
D. G. You go shop, yet until the units are clearly, let us eat sleep.
Josh: But your wife with deal too. So I don't know if you can talk all day 42.
Speaker Change: Q1 is people are going to eat out and E.
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Yes.
Speaker Change: Now comes to the Sydney, who do cool stuff.
Speaker Change: Yeah, we bought walking shoes off yet.
Speaker Change: That makes sense.
That is something you can't come let's see.
Speaker Change: Yeah.
Speaker Change: I thought that went to the west.
Great.
Speaker Change:
Yeah.
Speaker Change: Sure.
Speaker Change: That's the tools unless it would be difficult.
Speaker Change: Well, Japan is shy.
Yeah, Julian I kind of did you show me clauses in.
So each of us.
Speaker Change:
Speaker Change: Oh, he just rule of thumb.
Unions without money.
Speaker Change: You spoke about him.
Speaker Change: Well, he's not with US who will entice you to say it will appeal.
Speaker Change: See you on the calls is that J D without a sea change yet.
Speaker Change: Well, you're still gonna make all of a sudden shall be yeah. That's true.
Speaker Change: The pizza hut.
Speaker Change: That is G is show me T. W. E E G.
T E.
Speaker Change: Because she shimbun didnt see quite reasonable.
Speaker Change: For example, since all this really.
Speaker Change: John we are super per cent move in a time when.
Speaker Change: Wednesday before it.
His full suite.
Speaker Change: Josh Mushy good job that Youre.
Speaker Change: U S M.
Speaker Change: She didn't Louisiana kind of do.
Speaker Change: We gotta would be.
Speaker Change: Sure.
Speaker Change: So you'd have to count the mental though there's a whole series of iOS and build up materially.
Speaker Change: I'll just shoot at one time.
Speaker Change: Uh-huh wouldn't be at all when you shouldn't assume let's say call.
Speaker Change: So your whole thought you'd you've got some people.
Speaker Change: People are shopping.
Speaker Change: I mean, it wasn't you into play it off the shelf.
Just your daughter, Mitsubishi 19, now you've done well.
Speaker Change: It should be it's like Jonathan Johnson.
Yes.
Speaker Change: Still where you jump out to me when we do.
Shelby.
Speaker Change: You'll have to do it because of the baseball did up I can tell you.
Has that been.
So it means doing Shelby County is is you're going to need you need that.
Speaker Change: That's too we didn't get it you can't unless you have to look at it just up and comer.
Oh, that's the monkey are hugely it sounds to me that you won't just Jason John I thought you.
Do you think that would be the chest you see I've met with T. G I.
Speaker Change: When you're interested with GDP shock Hal.
He feels that by England.
Reconciliations I'm intrigued about is really the only useful opinions and teachers, who she wish him well.
Speaker Change: King.
Speaker Change: Okay, well, if we thought the timing issue.
Speaker Change: Well it didn't he stood up Wednesday, which isn't it.
Speaker Change: Now youre cutting Indian.
In the Turkish did you see the future.
Speaker Change: Its union city doesn't it E G chisel and values.
Speaker Change: Not with them and so.
Speaker Change: So that by issuing two shall hold acquisition, we tend to be the future.
It started with that you still haven't seen that yet.
Doesn't want me to kind of adult who went to cope with it and you can see a novel.
You called out a bunch of you that you see with <unk>.
Speaker Change: Gene that causes the Treaty C L.
T J you what was it last week.
Speaker Change: Yeah.
D C shop on any medical with England.
Speaker Change: One topic.
Speaker Change: With me Kid couldn't call, which you can call it.
Speaker Change: Calgary time now.
Speaker Change: Don't be shy.
Speaker Change: What I'm, saying is that he doesn't mean he ended up being what C. Well day in April when our yields are embedded you'd be in a bit.
Uh huh.
Neighborhood, MBP Titan a man who's the neighborhood.
Speaker Change: So you don't want to say something.
Okay.
No I think he was off like we are so lucky as well to say this is how can cause a shift in media to weaken a bit.
That's a build to suit.
Speaker Change: Since I'm cool judo on them yet.
Speaker Change: So you.
As you say because.
Speaker Change: So you do see is a hole that you took out the gms without TD to Fuji and that's really a nice how you want to watch.
Speaker Change: I just got to watch out for.
The well mix each system to cool sheets.
Speaker Change: And at El Pen.
Speaker Change: And that's why this isn't changing.
Speaker Change: Before I do that you're going to have a whole bunch of it feels like let's say you don't usually b shoot at pingo <unk> chop them to citizens policies and Mccoy who is it that you can.
Colorado Chocolate cool.
On the U S.
Dewilde, Who's always say businesses tend to be young we seek are underway now.
Speaker Change: They eat.
Got to make the same kind of I thought she Nate.
Speaker Change: Normal that you have that there's what does that sit up on yet.
Speaker Change: That fund that you got to most of the so called room up anytime soon.
You know that.
Speaker Change: Usually in life when you don't want to get your fine.
Speaker Change: You can't wait till we get the chance for centuries, you could beat it.
Bottom line you also have to hit.
Susan: To be honest you call some equals zelda. Thank you Susan.
Susan: Halloween and cutting them, we can Bob.
Susan: Good evening.
She has a good.
C 19 wise, how you're coming up with it.
What else do I E.
Susan: And keep all of it.
And.
Susan: Oh man.
It's just got to the trading cheap cheap.
Or do you tend to pay out a sensitive question, but.
Do you want it you can go home so it's a it's who you're going to pay you.
So she didn't reach ambition, but your body.
Susan: This is where it needs to be on the call.
Susan: Nah bundles I would've Wuxi C. Because they eat with that I, just don't see how that would be.
Susan: With me today are going to Cook, who can go into some details on coffee tea, but are you just being what I just the uptake on <unk> call. It 20.
Susan: Yeah, you are let's say you know what you can quite a scenario.
Susan: She has a team so she or he can be just trading cheap Anglo Ashanti two units.
Sure.
Susan: Oh, what did you used to be a lot of that to them in Belgium and that you've been through.
Why not.
Jim Congrats.
Speaker Change: ICL since you Didnt really talk so he says you dealt that mobile solution kind of vertical solution and that's Oh, well me awake I signed the scripts that have been.
Is that up I told me a bunch of tissue.
Susan: Yeah.
Digital talent, you've already dealt with J E T. So as you guys know.
The teacher and looking to challenge it.
Susan: Neither in Westwood is going to be.
Susan: Not just our Dubai agenda, I'll get Frank can adjust.
Susan: I just told me that they send to us as soon as it gets.
Susan: I see.
Susan: Oh no.
Susan: Go ahead and toxicity.
Susan: Not much effect come down the point ensure quite shortly.
Susan: Uh huh.
Susan: I don't need you need the chips for the smoke.
Susan: Now, what's your tax I've been to a center.
Susan: <unk> departure.
Oh Man Sanger Institute, but you've got call it economical choice.
Susan: So if you know what your types of chickens hauling and figure out from under absorption.
Susan: So I wanted to touch on that.
Susan: Yeah.
Susan: Yes.
Susan: What's your opinion. She Q1 can you talk job all gossip Oh, my God she's shallow.
Susan: Jakob just the census issue.
Susan: It's always like that.
Speaker Change: Nah Junior touch, Taiwan woman pushes that fuel efficient ships.
Susan: Once you see it today.
Speaker Change: That's right Jakob.
Speaker Change: She had home elements you're talking to.
Speaker Change: On the food did you only have so many white got some headroom for but that's actually a woman decides to go to catch the cookie.
Speaker Change: So without trying to chop you Shang Guang teach will talk to you and talk to you.
Speaker Change: The Shanghai did you instruction vision.
Speaker Change: You guys have laid out.
Speaker Change: In fact, that's how it kind of all of them in fact, because we're just doing a full point and Oh elements Union stay as she is attending.
Speaker Change: Our whole junior and shouldn't show the Jaffe tied together.
Speaker Change: Two quick thoughts on the canyon to something attached Taiwan towards you go with that.
Speaker Change: And I think I kind of feel for that.
Speaker Change: Ah the chip to teach them to me.
Speaker Change: She she got here why that figure so if you've got here.
Speaker Change: Desktop not Shinto do-si-do microbial it'd be just a moment.
Speaker Change: But your insight on that.
Speaker Change: That's all you can see Michael in terms of guidance yet.
Speaker Change: He says I touch, Taiwan slipping, etc.
Speaker Change: Okay.
Speaker Change: Michael That's what time do you say.
Speaker Change: Oh, I got out to Tony Curt on the cushion that's it for me I'll jump back in August. So we think that's all the time you've outlined a pinch from search why aren't you junk homes, we sold on Calpine Doyle.
Speaker Change: Michael do you guys got stomach.
Speaker Change: Right.
Speaker Change: Young so that shows that you usually shop not that towards honeymoon for your fishing to you I thought I heard you talk about.
Microchip, but significant cheese consumption.
Speaker Change: Yes.
Speaker Change: She said she ownership mindset.
Speaker Change: I thought that would get you up on that Pie chart that she would go a long question, but your ticket.
Speaker Change: Fisher Kyprolis Shin young woman, she has stood up and caught up pretty sharply.
Speaker Change: And then told me she used I'll touch Taiwan City. After you did touch her I'm part sheep adult men. She can always she called out Showtime tuition Giga <unk> Davis shouldn't where you don't show no Sheen dome and make a critical with every time.
Speaker Change: Yeah on the question about how you figure out on our Gulf of Macquarie Bank a cardiology.
Speaker Change: Coming up somewhere else and catch your whole shooting at the door, where they shouldn't get hooked up on my favorite topic.
Speaker Change: Okay.
Speaker Change: I bet you in Chicago.
Speaker Change: I know when they face a tool that's actually what I'm doing.
Speaker Change: Right.
Speaker Change: And Tony Malkin sanction difficulty buying considering the micro or the T V.
Speaker Change: Not all.
Speaker Change: A woman dying junior and longtime Frank do you want to deal with that shift that micro did you drop ship basketball fans have to Chinchillas pit stop it back to you in the morning.
Speaker Change: So it's when they pick a bank anymore now compute Tycho license bookings once again, it's hooked up yet.
Speaker Change: I forgot about pony.
Speaker Change: Hi.
Speaker Change: Okay.
Speaker Change: Oh God I saw that women's home early firsthand and she doesn't think of micro with the fact that Johnson is fantastic.
Speaker Change: Okay.
I should.
Speaker Change: Court TV conductor chips.
Speaker Change: Now I forget they'll say a junior to see if you could kind of obviously you can cut.
Speaker Change: Okay.
Speaker Change: No my junior centrally Michael would be that told me to see that you can do some here, but yeah, it's actually the coke for the Permian.
Speaker Change: Let's assume that since you've been going to cope with and have a great time beverage you sometimes don't hold me don't purchase.
So if you do that.
Speaker Change: So you're on the pool, but much Romania junk, Texas football. Okay. Somebody told me a combat mosquito Peter Fainthearted, So you're on to a church of immediate boxes I hope you and your cousin.
Speaker Change: Is that even something which you kind of feedstock.
Speaker Change: L a job the Mississippi lime Green.
Jorge: Sure Jorge.
Jorge: So we picked up a whole microvision, but chunkier than you what sort of the bogey you, but don't want the microrna.
Jorge: Have you picked on the Uinta testing them yet.
Jorge:
Jorge: Okay.
Jorge: Neumeyer.
Speaker Change: Oh, My God, why but once you get through with them if they see attached to the chinchilla with D E.
Jorge: Oh got you should do.
Jorge: So you would fear to acquaint showed that kind of got vacation expense.
Jorge: So it's going to be a screenshot.
Jorge: So the differential choose a deal.
Jorge: A huge hit to their function to help pay for the auction paper.
Jorge: People are home.
Jorge: Yeah as I sit here in San Diego type transactions.
Jorge: Forget tissue, but it sounds like the national juices, and publish you are saying about it.
Jorge: Choose tysabri banking digital cockpit.
Jorge: So you shouldn't assume that they go to the other type of thing.
Jorge: She said sheltering that couldn't somebody else the hopkinson epica chips, she's a tri party.
Jorge: I'll hold it out and pick a pay for ambition and I'm talking here.
Jorge: Tom will jump D to go since she doesn't help us right now.
Speaker Change: And do a diagnosis.
Speaker Change: So, it's where I shop anytime and swap them can kind of help contract that got something to do something here.
Speaker Change: Sure.
Speaker Change: It sounds like its future.
Speaker Change: Oh.
Speaker Change: Thank a sense with the pumping should trade at times, we didn't quite know, what's actually you'll see kind of a constant fashion right toward each other if you can talk about the whole box she shop Cook a leaky pipes.
Speaker Change: That's helpful.
Speaker Change: That's young woman and she kept what comes out.
Speaker Change: Uh huh.
Speaker Change: Boy Hershey and so it sounds I mean pizza family in particular about that.
Speaker Change: Now Paul Hindsight Sumit.
Speaker Change: So excuse me that you have on that.
Speaker Change: You couldn't tell me at the moment.
Speaker Change: So I think and so you have that.
Speaker Change: Anyway to go trickle down hole or the fascia truth it Jonathan.
Tycho that's out there you go back in future.
Pedro: PE Pedro with a good how about you.
Speaker Change: Uh huh.
Speaker Change: Philadelphia Navy ships caught up to him at City Center, a two building celgene and they're kind of all of that Tom Selleck.
Speaker Change: And so if you strip out that now don't suggest that it's up quite stuff, we'll find a well.
Speaker Change: Yeah hold on bypasses conducting a V shape.
Speaker Change: That's all it seems like way too that you care about that.
Speaker Change: Oh, that's come out and told them to that used to work on the high yield.
Speaker Change: Yes, you did that.
Speaker Change: I forgot that you didn't get that Pseudomessiah.
Speaker Change: Solutions that she has done with Cummins depends on code 10 behind me did you say something.
Speaker Change: Yeah.
Speaker Change: Oh, well just touch on what gets relationship on that are behind you won't give topics and maybe why in fact that gets worked out yet.
Speaker Change: Yes.
Speaker Change: That's essentially what they pay what they ship from.
Joe Johnson: Not bad, but you can't government, Joe touched Taiwan section to switch in the future.
Joe Johnson: And that too shall I know when I couldn't go away all going shotguns and second you mentioned that you.
Joe Johnson: Okay. Okay.
Peter: That's what she inside because probably the full thing Peter.
Joe Johnson: Do you see that in doing you a T V that union.
Peter: The shelf so chunghwa.
Peter: Horses to shot you know going into an institution that's close enough for you.
Peter: That's also just pay off the balance sheet or the hydro plant shouldn't.
Peter: Yeah.
Peter: He took a T V to D G to you each.
Peter: I T. The time Ping only kind of I'll say trying to Max out in Q1.
The English so without concentrated contributing kuniyoshi teacher faithful. So you don't want D. T kind of dollar figure I teach happening she chose yourself room to do more difficult teach you shouldn't think of that with you.
Peter: Nah, Cynthia O N E T. The I T.
Peter: She'll conduct of Indian content sequentially types of Nokia technologies.
Peter: Uh huh.
Speaker Change: Yeah towards like a newborn shampoo sequentially it of course as a whole.
Peter: The UK subsidiary.
Peter: It took a few jokes they just homes when they don't get kind of dogs get sent to the couch. It Jay Koh, who I O O D and sometimes you do a Celtic Wuchang Ghansham. If you told me in Shanghai.
Peter: Essentially you reshape hooper attempting to change its shocking.
Peter: So you don't feel like I'm, sorry P.
Peter: P T Jumbo government teach departure did you I'm sure you watch how can shift objectives could you went through it.
Peter: It's quite a few of Cheetah and show the kind of thought checked off D. G. Do you weigh the Shah.
Peter: Alright, I'm quite sure. It puts you at ICR, we share a trade issue.
Pedro Cook, who sometimes you deal with kind of a future pension Delta woman to Costar suite of China, I Hope I'm done.
Speaker Change: You're quite definitely behind Ashish and tacked on that subject.
Peter: That's oracle's.
Peter: But I sure hope myself took it all ends up on top line.
Peter: They are a transfer from ghansham.
Peter: Okay.
Peter: Not sorry, you do have a full point and say you took a mobility solution of Portland.
Peter: D G turnkey differential within zone.
Speaker Change: She turns up no I'm, sorry, it's like a golf without charters Trung that's on me.
Speaker Change: It's just you can circle, you won't kind of autonomous systems. Philadelphia go home Kit are you done with highway Shanghai. Since you have done in fact, all but I don't want to take a mobile key solution mix and so it's up to you.
Speaker Change: No well I'll come kind of punctuated shelving D G E.
Speaker Change: Sure.
Speaker Change: Nah T O G hold them you know kind of you know data, sometimes you'd be kind of hooks, you don't think opportunity should support.
Speaker Change: As you say, yeah, and this is why it change or could cause us to go to a shocking but since all Paypal.
Speaker Change: You can put a page to cook.
Speaker Change: Once you have those homes.
Speaker Change: Do you see a woman to go sell them because it was just three one times.
Speaker Change: But those are the top core she's outflows from Paul.
Speaker Change: Oh, sorry, I forgot.
Speaker Change: She's doing what she goes through or not.
Speaker Change: Once you go you'll forget U S MCA, that's jaco to shop.
Speaker Change: Okay. So you don't see Shanghai sequentially, that's not yours.
Speaker Change: Can you just give me a packed audience.
Speaker Change: So he or she said, yes, you on material, it's only ching hold on top of that the full year.
Speaker Change: Alrighty Chinchillas done because there's nothing that would be great.
Speaker Change: Jimmy Choo wait I can towards sometimes you don't get stuck uhm, okay that you'd want to actually treat them Cook, who couldn't inside E U.
Speaker Change: Okay.
Speaker Change: Okay.
Speaker Change: Oh no.
Speaker Change: So I won't be able to help them in theater T mobile solution, but it's still quite B D. She stuck I saw low single digit.
Speaker Change: So good luck I C or D. She did she felt like golf in Chicago. So next.
Yeah, Hi, it's Alastair.
Speaker Change: No.
Kweku: Kweku Bingo Phd dog <expletive> in fact, I can hop in here.
Kweku: Oh, well men, sometimes you have to throw Michele if that's what she said she took that somehow come home will be Chuck did you catch that.
Kweku: Sure.
Kweku: You can top up bike are catching the hull.
Kweku: We've got some cool to sue a month ago. So we didn't see who are the good she she could go for your time.
Kweku: Read it here, what I can say because since you're going to meet you in New York I'd say, it's a good trailing chips and me about the tissue concerning to you.
Kweku: A fishing treat or that you could change in the.
Kweku: Chinchillas attaching shows how the strategy might be.
Kweku: So the question was will have gosh in the U S. As it sits here.
Kweku: When they shrunk good hope.
Kweku: So you have to ensure that you can cook.
Kweku: We're fortunate English so she hadn't you didn't put it in 96 of them and need the Italian.
Kweku: Of course, you are dealing with government.
Kweku: Thinks it's only so much it hurts the shops in concert I took a cookbook.
Kweku: She did that now.
Kweku: I hope she watch out here he took a future one that you didn't you when she touched quite.
Kweku:
Kweku: In fact, that's how she tells young some way sure.
Kweku: What's what each other to grow marketing solutions. So much when you import trends happening that moved out.
Kweku: That'd be great because traces to the topic quite regular folks you'd say quite D. T. A C.
Kweku: <unk> got some young them yet.
Kweku: What have you in your own kind of August since you chose center so he's interested in Newport Beach.
Kweku: Got you I mean is that kind of yourself open to cope with it being down in southern California.
Kweku: Oh, Pinguid should I, Oh solution that means so quiet so that I can kind of affect guy.
Kweku: But I still don't think a pitcher Paul.
Kweku: Yeah.
Kweku: Okay.
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Kweku: Sure.
Kweku:
Kweku: So you can't just go ahead, and tidy Elk and fishing season picks up more of a project.
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Bob: Hi, Bob.
Kweku: Towards that.
Bob: No no no.
Bob: Yeah Jonathan.
Bob: She's talking because I get it.
Bob: I mean, sometimes you do not.
Bob: She did I forget if she chooses to shop and she is different from that.
Bob: I mean in fact Fabian.
Bob: That's a nice open page when people get into most of them are capes into it took them to.
Bob: You don't want to Miss I N T.
Bob: Yeah.
That's what else have you gone to the E G.
Bob: So a few months until we've got a genius DCT.
Bob: So what I've seen you know without talking to each of you does he have done with it so no mobile options to go somewhere and intend to keep it.
Bob: Gotcha.
Bob: Oh, that's really holding up well, it's until they figure out that that assumes a D O T D.
Bob: So if that's all true.
Bob: Now, it's probably the English teaching job Galle, Idaho quite soon.
Bob: So you got a huge.
Bob: I'm jealous E G D already shop off.
Bob: Oh, Okay solution, yeah, even with each other.
Bob: So about could we get some extra tonnage that.
Bob: Interesting so each school like B E T J and solve those things okay.
Bob: Now I'd like to have a solution sets a neutral situation.
Bob: She in Shanghai that somehow affect on the shop, you selfish I'm, sorry, D G, where you need to think of each of them.
Bob: You sound sort of show me Patricia.
Bob: C J, Paul how it fits their frac fleets out there that I would kill for anything to your window, when Peter BOLE fencing can wipe out.
Bob: Peter you should get some quite a bit.
Bob: Simon would tend to think getting should just yep. Unfortunately, hurting opening in Georgia.
Bob: As usual he got picked up she doesn't upset but like I said I. Just showed you still feel that those that no vote, yes, you're going to see a faithful former king David weight off okay.
Bob: Now look it's as I said, our capex is going to cause such a throughput knock on wood.
Bob: Waste that's tied that teaches us.
Bob: Got it he Oh, we didn't change in the past if hypothetically.
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Farha: Hi, Farha.
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Speaker Change: Ladies and gentlemen, well now begin the Q&A session to ensure equal opportunity for each participant. Please remember to limit the number of questions to two per call a peach state that all in one go. Thank you.
Speaker Change: Yeah.
Speaker Change: He wants to take his attention to that.
Speaker Change: Since I don't have a T cell.
Speaker Change: So again.
Speaker Change: No woman do tuning them until she touched upon what.
Speaker Change: We only give yourself I went.
Speaker Change: Yeah, we.
Speaker Change: We'll now begin the question and answer session.
Speaker Change: I would like to ask a question. Please press the star key number one on your telephone keypad.
Speaker Change: Named Measly Ma'am you may begin to question.
Speaker Change: If you wish to withdraw your question. Please press star team number two pencil. Thank you.
Speaker Change: Now we will have our first question Randy Abrams UBS go ahead. Please.
Randy Abrams: Okay, Yes. Thank you two questions.
Randy Abrams: First question wanted to follow up on the.
Randy Abrams: Behavior, you're seeing from customers on inventory build in Poland.
Randy Abrams: More specifically after the delay of the reciprocal of tariffs.
Randy Abrams: On April 2nd.
If you're seeing any net Poland's continue for second quarter.
Randy Abrams: First a conservative tone from customers and then if you could give a signal of how that may impact your outlook into second half. So that's the first question.
Randy Abrams: Second question.
Randy Abrams: On the auto market, if you could give your latest thoughts on the auto market.
Randy Abrams: And looking forward.
Randy Abrams: With some of the opportunities and design wins, you mentioned after you shed micro OLED smart cockpit, yes.
Randy Abrams: Touch Taiwan, how do you see auto and contribution from basically design wins. Thank you.
Randy Abrams: Yeah.
Randy Abrams: Yeah.
Randy Abrams: Sure.
Speaker Change: Okay. Wendy Thank you for your questions and Paul to answer your questions.
Randy Abrams: Therefore, you should imagine.
Speaker Change: From a Q4 country for what is.
Randy Abrams: We have seen some and then we are also continuing through Q1 in order to.
Randy Abrams: <unk> reduced due to he felt the impact from the Perry. So that's why it display have a better than us, but they shouldn't the revenue into Q1.
Randy Abrams: And.
Randy Abrams: We've also seen that our customers adjust their inventory enable India production sites.
Randy Abrams: Because I'll be superior.
Speaker Change: You pack.
Randy Abrams: But the point that.
Randy Abrams: Because it's a.
Speaker Change: Yeah risk this protocols South Korea is a big change the policy would be changeable.
Speaker Change: All the time I'm sure you know from our announcement on me in seconds off the April until now is no. Many changes so we feel very close you'll city watching the changes you pack customer site, and then adjust our materials preparation and the production plan.
Speaker Change: So there's a need we will see that our.
Speaker Change: Not much but.
Speaker Change: We are we have a rush of orders from customers.
Speaker Change: That's a trade.
Speaker Change: Tried to fulfill that demand.
Speaker Change: The.
Speaker Change: The problems that are.
Speaker Change: Yeah.
Speaker Change: They did I.
Speaker Change: Necessities in the U S. Maybe every is a quality and also referred to this but the softening demand out of the consumer market.
Speaker Change: We also are watching this change.
Speaker Change: So.
Speaker Change: At the beginning of the year, we expect the.
Speaker Change: This year's a display supply and demand and maybe your parents or whatnot lottery.
Speaker Change: But there's a need we are not sure because obviously, sometimes though.
Speaker Change: Terry back in India.
Speaker Change: Uh huh.
Speaker Change: But what are you going to change that seasonality and this year.
Speaker Change: So.
Speaker Change: I think it would be very hard to.
Speaker Change: Forecast second half now but the.
Speaker Change: So do you watch the changes from U S government and then need to be very dynamic and then.
Speaker Change: Take that necessity issues.
Speaker Change: Published a lot of changes.
Speaker Change: Very closely with our customer.
Speaker Change: Altogether.
Speaker Change: With this book.
Speaker Change: Alright.
Speaker Change: Okay. Thank you.
Speaker Change: Yeah.
Speaker Change: Hi, Randy.
Speaker Change: They meet uncertainty with a second question.
Speaker Change: So oh, the automotive market our view.
Speaker Change: For 2025 and 26.
Speaker Change: We continue we see the expansion of the market demand and we believe this will be one of the clothing area. The Oems are.
Speaker Change: Putting more resources into the differentiation.
Speaker Change: And also consumer.
Speaker Change: So looking for more entertainment in the service over the economy.
Speaker Change: Got it.
Speaker Change: So what we were able to observe.
Speaker Change: Screen side, we've seen the vehicle continue to give him pretty good FICO.
Speaker Change: And then also with these preoccupations cockpit moving from a cross car T I D.
Speaker Change: Now, we see more of our Q in the pits into.
Speaker Change: Two information display so called PID or even the RFP rear seat entertainment system Yeah.
Speaker Change: So could you meet also the not only the effect of getting bigger but also the number of it is Craig.
Speaker Change: It increased.
Speaker Change: So it can we acquire good T T lots a year, our overall automotive revenue.
Speaker Change: 70 billion NT dollars.
Speaker Change: So when we see the trend of these and then a few of them.
Speaker Change: The speaker and the also the higher adoption rate.
Speaker Change: Our value added beef touch it gets richer in mind and also the media.
Speaker Change: And included in their future microwave so.
Speaker Change: So we still are retaining our double digit kick off revenue pocket or our mobile solution.
Speaker Change: And then for the future opportunity in Michigan.
Speaker Change: Prestigious in Taiwan.
Speaker Change: We do up there.
Speaker Change: Very good feedback.
Speaker Change: Oh, so from the not only from the original a key customer. We also got very positive feedback from the new region.
Speaker Change: In like a Japan, India and also the new ore yet he sent me a project. So you all have been deeply involved in these automotive market.
Speaker Change: All years actually.
Speaker Change: How do you rank as a top three automotive would be great.
Speaker Change: And all providers.
And also a leading position in CIP.
Speaker Change: So our key technology from origin to midyear, we'd be no Michael it would be automotive communications, we continually demonstrate that new opportunity and the oldest so are the.
Speaker Change: The new market from the angle of the solution.
Speaker Change: So.
Speaker Change: Of course, a condition of the BSG team, who will help us to actually help us to capture the market.
Different region and also a different country.
Speaker Change: And also help us to provide more flexibility.
Speaker Change: Production side for our customers.
Speaker Change: So with just a value proposition.
Speaker Change: And we see Takeda with our microwave it would be the new image.
Speaker Change: Go away and we will provide a D D D.
Speaker Change: And the only so the.
Speaker Change: Coface insurance.
Speaker Change: Through our OEM.
Speaker Change: But when you have customer.
Speaker Change: D C.
Speaker Change: We see always trends.
Speaker Change: Sure Karen.
Speaker Change: Okay.
Thank you.
Speaker Change: Yeah.
Speaker Change: Thank you.
Speaker Change: Great way to Windows to Morgan Stanley the rig count to deal with.
Speaker Change: Okay.
Speaker Change: Okay.
Speaker Change: Okay.
Speaker Change: Oh.
Speaker Change: Hey, when getting into Manhattan.
Speaker Change: Okay.
Hey, Craig.
Speaker Change: Yes.
Speaker Change: I'm going to you are you guys like why you would take a microwave or we need to be in the <unk> CFO, who will go through it.
Speaker Change: Our country.
Speaker Change: You could pay down again, how he keeps or not.
Speaker Change: On the call today.
Speaker Change: That sounds good.
Speaker Change: Hum.
Speaker Change: Taiwan just to put the deal one that I always Jakarta.
Speaker Change: Yeah, just to build on it.
Speaker Change: We did it.
Speaker Change: No Yeah, Oh Gee, there was a push out of some decision that they could have been born yet.
Speaker Change: Cool pool. So we are talking accurate does it that'd be good.
Speaker Change: That way I can't weigh up the Gallo Gallo.
Speaker Change: Yeah.
Speaker Change: And we'll go to Tim I don't I kind of off the shelf itself.
Tim: Thanks, John.
Tim: Gordon can die young.
Tim: Jumping to calculate these papers or Atlanta.
Speaker Change: Hi, guys. Good to talk to you said that could be on the states anyway.
Mike Weinstein: Mike will you need to be done.
Speaker Change: So the container I kind of off the shelf because the way I wouldn't Ian.
Mike Weinstein: The move to outsource.
Mike Weinstein: Lasalle, Tom did tick up a bunch of display with Deutsche in Boston.
Mike Weinstein: Hoping in sodium intake.
Speaker Change: Oh, Dear Oh, he goes slow down okay.
Mike Weinstein: So the one thing you don't see.
Mike Weinstein: Total trading team.
Mike Weinstein: So.
Mike Weinstein: I get it.
It sounds like you've got your appointment.
Mike Weinstein: We can keep them now couldn't EMEA bond yield.
Mike Weinstein: You also said they would probably do it finally did they not.
Mike Weinstein: I wanted to take a bite to eat they didn't say Todd you said, you're taking down maybe what would you say.
Mike Weinstein: I wish I was Oh.
Mike Weinstein: Oh, we got to.
Mike Weinstein: Quanta is off.
Mike Weinstein: Hello, Mike.
Mike Weinstein: It was all meant that people tell.
Mike Weinstein: Tell me what you say you've got <unk> 10 number you got you got you.
Mike Weinstein: I mean, you can take.
Mike Weinstein: Mike will make within the Altschul, Yeah, Matthew you said some of our country.
Mike Weinstein: Sure.
Do you have 2019, I Wonder do you.
Mike Weinstein: The push out so I think that yeah.
Mike Weinstein: Pingo <unk>.
Mike Weinstein: Yes.
Mike Weinstein: Okay.
Mike Weinstein: Yeah.
Mike Weinstein: Excuse me.
Mike Weinstein:
Mike Weinstein: Uh Huh she ships when you took a microwave either kiwi and so some of US went out.
Speaker Change: Michael with the auction would you say you're going to just touch Taiwan part this year.
Mike Weinstein: Just attention.
Speaker Change: How long micro with you since you bought that Didnt do Dol.
Mike Weinstein: You said kind of a thing.
Speaker Change: No we shouldn't take a quick one idea to let you know.
Speaker Change: But do you want to attach and.
Speaker Change: Toys. So hope you all used to go.
Speaker Change: Yes.
Speaker Change: So she is not acting classes.
Right.
Speaker Change: Shouldn't that kind of young children.
Speaker Change: That's just us and how she chooses to a substantial favorable Nanjing, Shanghai and Michael D chunk on top and most of them actually don't have any point soon or you go to a store.
Speaker Change: And see you soon.
Speaker Change: So it's good.
Speaker Change: To get a thought thanks.
Speaker Change: It did tick up.
Speaker Change: Diet Coke Fuchs, Michael with the P&C it hadn't been telling me to tell me and talk.
Speaker Change: Not going to just pick on its adoption into adulthood.
Speaker Change: Topics.
Speaker Change: Not that paid for with a good Michael Mike Hobey deepen Centurial maybe.
Speaker Change: Maybe I'll.
Speaker Change: Jumping that sounds pretty good.
Speaker Change: So I'm thinking I, just don't I suddenly I'm catching them commit you'll see something but we don't yet.
Speaker Change: I'm sorry, she told me a suitable nearby town Michael with diesel.
Speaker Change: So you can see on kind of on a 52, if I can get to the guidance went back to what that might go to Joseph told me.
Speaker Change: Can you tell me.
Speaker Change: Oh, you won't get full benefit.
Speaker Change: Oh.
Speaker Change: Nah faces New York conduct out bulk all of them to go go.
Speaker Change: It's only a hometown they die.
Speaker Change: Our topic of attack that Union Joy.
Speaker Change: I enjoy sucks so he's got Michael if he does it cause in the Soviet Union.
Speaker Change: Yes.
Speaker Change: Awesome.
Speaker Change: Derek what I laid out anything that you'll fund so the.
Speaker Change: Let me close with them.
Speaker Change: Yeah.
Speaker Change: Keep us I'm looking woman.
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Speaker Change: I can do the whole genome.
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Speaker Change: The sika whole blood test to get some business from Colombia is a debate that went up was that people see that EBITDA is down and people. She is still an equal.
Speaker Change: Exactly what it says.
Speaker Change: I hope that they used to make logical go final assembly.
Speaker Change: I mean, she told that if he says.
Speaker Change: I see two bases pepco since the booming and stuff.
Neil Doshi: Now well Neil Doshi with it should hopefully wizards and a coffee associates.
Speaker Change: Oh excuse me such a thing as it is.
Neil Doshi: As a whole, but most of it.
Speaker Change: Well this is gonna be nothing.
Neil Doshi: And I think the whole thing.
Neil Doshi: So that.
Neil Doshi: That wasn't hitting that copies of the tenancy.
Neil Doshi: Okay.
Neil Doshi: I'll kick it.
Neil Doshi: So the way to Windows Citigroup, Kevin wanted to win.
Neil Doshi: Okay.
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Neil Doshi: So it goes out.
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Neil Doshi: My name is Neil it's lumpy.
Neil Doshi: Hum.
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Neil Doshi: Anthony.
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Neil Doshi: Okay.
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Neil Doshi: This is Sean.
Neil Doshi: Yeah.
Neil Doshi: I'm not seeing much alcohol.
Neil Doshi: No.
Neil Doshi: Why is that.
Neil Doshi: No no problem, we can show you what's your.
Neil Doshi: Sure enough.
Neil Doshi: Actually it was last year.
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Neil Doshi: Actually just plain English.
Neil Doshi: Thanks for your question.
That's what I'm, saying.
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Neil Doshi: This is Jay.
Neil Doshi: No.
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Neil Doshi: Sure.
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Neil Doshi: Yeah.
Neil Doshi: And then I'll, let Joe Shockley.
Neil Doshi: I'm glad you saw it like.
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Neil Doshi: Jumping as soon as I say, sometimes yell at them.
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Neil Doshi: You don't even see it seems to me at all.
Neil Doshi: Yeah, Tobey it sends a.
Neil Doshi: Cool.
Neil Doshi: Yeah.
Neil Doshi: Well.
Neil Doshi: I'm with you in the.
Neil Doshi: Sure Julien Hi, this is fun.
Neil Doshi: Sure.
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