KLIC Q3 2026 Earnings Call Transcript

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DATE

Thursday, Aug. 6, 2026 astatine 8:00 a.m. ET

CALL PARTICIPANTS

• Senior Director, Investor Relations - Joseph Elgindy

• Interim Chief Executive Officer and Chief Financial Officer - Lester Wong

Full Conference Call Transcript

Operator: Greetings. Welcome to Kulicke & Soffa Third Quarter 2026 Conference Call Results. [Operator Instructions] Please note, this league is being recorded. I volition present crook the league implicit to Joe Elgindy, Senior Director, Investor Relations. Thank you. You whitethorn begin.

Joseph Elgindy: Thank you. Welcome, everyone, to Kulicke & Soffa's Fiscal Third Quarter 2026 Conference Call. Lester Wong, Interim Chief Executive Officer and Chief Financial Officer, besides joins maine connected today's call. Non-GAAP fiscal measures referenced contiguous should beryllium considered successful summation to, not arsenic a substitute for oregon successful isolation from our GAAP fiscal information. GAAP to non-GAAP reconciliation tables are included wrong our latest net merchandise and net presentation. Both are disposable astatine investor.kns.com, on with prepared remarks for today's call. In summation to humanities statements, today's treatment contains forward-looking statements regarding our aboriginal show and outlook.

These statements are made nether the harmless harbor provisions of the Private Securities Litigation Reform Act of 1995 and impact risks and uncertainties that whitethorn origin existent results to disagree materially. For a implicit treatment of the risks associated with Kulicke & Soffa that could impact our aboriginal results and fiscal condition, delight notation to our latest Form 10-K and upcoming SEC filings for further information. With that said, I would present similar to crook the telephone implicit to Lester Wong for the business, marketplace and fiscal overview. Please spell ahead, Lester.

Lester Wong: Thank you, Joe. Good morning, everyone. Demand continues to amended astatine a faster gait than antecedently expected, and our operational teams are aggressively ramping accumulation to enactment lawsuit capableness and exertion requirements. Our ain capableness enlargement program present successful Singapore besides stay connected track. This caller accumulation abstraction volition enactment the maturation of our Advanced Solutions conception implicit the coming years. We were capable to enactment our customers' near-term needs by ramping our flexible accumulation capableness and driving a 36% sequential gross summation during the fiscal 3rd quarter.

Overall marketplace spot continued to beryllium led by wide semiconductor and representation applications, though we are pleased to enactment that utilization rates person improved sequentially successful each regions and successful each extremity markets. Growth successful artificial quality applications stay the driving origin down information halfway expansion. This increasing information halfway opportunity, successful turn, drives meaningful summation successful request for some our thermal compression and ligament bonding solutions. It is progressively evident that astir performance-oriented logic and representation applications volition proceed to follow much analyzable heterogeneous integration approaches. Adoption of much analyzable assembly approaches straight benefits our existent thermal compression concern and steers our investments successful R&D and accumulation capacity.