A：Hymen Comp's first quarter 2023 results included revenues of $199.0 million, slightly below the high end of the projected range, and a decrease of 0.0% sequentially. Gross margin was 30.4%, in line with guidance. Diluted earnings per share over 4.6 cents were reported, with revenue from March over 10 million at $24.2 million, an increase of 11.7% from the previous quarter. Sales of large central service IC accounted for 12.2% of total revenue.

A：Revenue from the mobile segment totaled $135.8 million, reflecting a slight sequential increase of 2.4%. Mo median point by segment revenue was $135.8 million, with a decline in CDI and ttdi sales due to seasonality. Sales for smartphones covering LCD and away car increased sequentially, primarily because of the new OLED solution that began net production with posterior panel makers. The familiar median size for the highest 60 segment accounted for 68.2% of total sales, compared to 58.5% in the previous quarter and 17.0% a year ago.

A：Third quarter operating expenses were $15.3 million, down 8.4% from the previous quarter and up 9.9% compared to the same period last year. The year-over-year increase was attributed to federal expenses and the appreciation of the N dollar against the US dollar. Despite a decrease in sales, the operating margin improved from 3.4% to 5.1% due to lower operating expenses and a better client mix.

A：As of March 31, 2026, Hymen Comp had $287.6 million in cash, cash equivalents, and financial assets, compared to $281.0 million at the same time last year and $286.2 million a year ago. Long-term unsecured loans were $27.0 million, with $6.0 million being the current portion. Inventory as of March 31, 2026, was $151.7 million, compared to $152.9 million in the same period last year. Recyclable inventory at the end of March 2026 was $190.9 million, down from $200.9 million last quarter and $217.5 million a year ago. DSO was 86 days, compared to 88 days last quarter and 91 days a year ago. First quarter capital expenditure was $2.9 million versus $4.0 million last quarter and $5.2 million a year ago.

A：The dividend announcement signifies that Hymen Comp is distributing $44 million as an annual dividend, with a payout ratio of 100% of the previous year's profit. The high payout ratio reflects a healthy balance sheet and a positive outlook for cash flow generation over the next few years. The company intends to maintain a healthy balance sheet, drive sustainable long-term growth, and deliver shareholder value through high dividends.

A：The product range attributed to shareholder estimated product C is in the range of 8.6 to 10.3.

A：Revenue recovery in the second quarter of 2026 is expected to be primarily driven by customer inventory and a number of new automotive projects scheduled to enter mass production in the second half of the year.

A：The company's priority portfolio spans a comprehensive range of solutions, including global and Spanish automotive displays and advanced solutions for multipole micro release technologies, which enables global companies to work on new legal models with higher value per vehicle, creating new growth momentum for the company in the years ahead.

A：The company is quite optimistic about the smartglasses market and is positioned as a leader in the industry with both low power AI capabilities and micro display technology critical for smart devices. The company's strategic focus area includes smartglasses and they are pleased with the progress in incorporating their display technology into smart devices expected for production later this year.

A：The company has made steady progress on the general interest products with transmission bandwidth targeted at 24, 6 and 3.2 T values. A small quantity shipment is expected to commence in the second half of the year. The strategic goal for 2026 is to achieve mass production readiness with significant potential for the Gen 2 solution, with the expectation of accelerated volume ramps starting in December. The partnership aims to advance future generation high-speed transmission technologies and CEO architectures in collaboration with leading global customers and partners.

A：The investment in the strategic partnership is accounted for as a financial asset, with any changes in fair value recognized in accumulated other comprehensive income under the equity and effect of property loss. Upon disposal, any resulting gain or loss is recognized on the balance sheet, impacting the accumulated other comprehensive income and project loss.

A：CPO is expected to become a major revenue contributor in the year ahead. In Q2, prior disciplined sales are expected to decrease by a high teens percentage due to customers putting forward their inventory. New purchases for new applications and prior courses are anticipated, whereas monitor and local type products are expected to show sequential increases in sales.

A：The company aims to lead the global automotive market with a 40% share in BDI. It ensures part accessibility and cost competitiveness through a well-established supply chain in Taiwan, China, and expanded operations in China, Singapore, Japan, Korea, and Malaysia.

A：The company has demonstrated its commitment to automobile technology through innovations like the 'l.t. technology' for large displays, which is used across multiple car brands worldwide. This technology provides a cost and space-efficient solution without compromising performance and is expected to contribute revenue.

A：The company anticipates revenue to increase by double digits sequentially in Q2, with QTC sales expected to increase by double digits for the quarter.

A：China's automotive market is enjoying strong growth momentum with the company holding a strong key count position in solutions, including local TV functions. The company is well-positioned to benefit from this growth due to a shift in Spanish growth in Q2, anticipating eco to account for over 12% of lost sales.

A：The multi-functional car card offers excellent contrast, eliminates the sole color effect, and supports whole area selectable touch initiatives. These features make it a key solution for customer applications.

A：By expanding design activities with panel makers, the company is well positioned to make meaningful revenue contributions in 2027.

A：The highly integrated low power AI safety module is significant due to its ability to enable advanced AI capabilities in power-constrained devices. It serves a wide range of applications including access control, authentication, smartphones, and smart office systems.

A：The company's power modules offer high security solutions with advanced leak detection combined with privacy preserving on-device processing, ensuring the protection of user biometric information.

A：The company's smart glasses solution features object classification and scene understanding, with potential applications in education, environmental awareness, and human machine detection for smart lessons.

A：The key features of the company's full color display include 30 degree illumination, objects and local channel into an exceptionally compact form factor, high contrast, and low power consumption, supporting visibility across different lighting conditions.

A：The speaker addresses the competitive landscape by acknowledging that competition is a concern, but their focus is on completing the production and fulfilling the potential demand from customers, which is much greater than their current supply capabilities. The speaker does not directly address competition but emphasizes the focus on available production capacity and customer demand.

A：The speaker hints at potential supply shortages for other components in the optical communication supply chain, suggesting that the shortage of Indian phospho-substrate for laser Et is not the only issue, and other components may also face short supply. The speaker also does not provide specifics on whether microdense will be affected but indicates that the company is closely monitoring the situation.

A：The speaker mentions that the potential sales contribution from CPO for this year and next year are significant, with positive financial impact already seen from early shipments for engineering runs. However, they cannot quantify the sales contribution for the upcoming years. Regarding capacity expansion, the speaker indicates that the existing capacity is sufficient to support hundreds of millions of units and that capacity can be expanded as needed, supported by past rights issues aimed at building mass production capacity. Future expansion decisions will depend on conditions and the progress of mass production.