Fakitale yojambula ya Memory IC ESMT idachita lipoti la zachuma pa 25, ikuyang'ana kwambiri pamsika, kampaniyo ikukhulupirira kuti ngakhale kusatsimikizika kwachilengedwe kumakhalabe kotala lachinayi, koma kukumbukira kwakukulu ndi kufunikira kuli kosasunthika, kulamula kwa okamba mwanzeru kukukwera. ndalama yachinayi ikuyembekezeka kukhala yosalala Ndi nyengo yachitatu ndi mbiri yayikulu; ikuyembekezeka kukula ndi zopitilira 1% pachaka, zomwe zili bwino kuposa kutsika kwa 30-40% pamakampani onse.
Wapampando a Chen Xinghai adati mchikakamizo cha nkhondo yamalonda ya Sino-US, gawo lamakina olimbitsa makina osinthika (DRAM), omwe akupikisana nawo kwambiri ndi mafakitale aku Taiwan, monga Yuchuang, Winbond, etc., olimbana nawo aku US ndi ochepa, kotero kutembenukira Ubwino umodzi si wawukulu. Class D Amplifier, wotsutsa wamkulu ndi Texas Zida, gawo ili lomwe ife tidalandira zosamutsazo, kampaniyo ikuyembekezeranso zambiri zakukula kwamtsogolo kwazinthu zokhudzana ndi audio.
Makampani opanga makampani akuyembekeza za ESMT DRAM, zophatikizira zovuta kukumbukira (SDRAM) ndi zinthu zamagetsi zamagetsi, zomwe zalowa motsata bwino matepi a smart speaker monga Baidu, Xiaomi ndi Jingdong. Gawo pamsika waukulu ndi pafupifupi 70%, ndipo gawo logulitsa ndi msika likuyerekezedwa. Mtengo ukupitilizabe kukula chifukwa cha kukongoletsa, ndipo ndalama zikuyembekezeka kukhalabe ndi miyezo yapamwamba.
Poyankha ndalama zomwe zasungidwa kwambiri, Chen Xinghai adadandaula kuti zochitika pamsika wokumbukira zakhala zoyipa kwa nthawi yoposa chaka. Tsopano aliyense akupitilizabe kuwona mapulogalamu atsopano ndikubwezeretsa chidaliro pang'ono. Mwa iwo, kuchuluka kwakukulu kwambiri kwa DRAM kwa mafoni a 5G chaka chamawa kungapangidwenso. Mphepo yamkuntho yabwino, kampaniyo tsopano ikuyembekeza mosamala mafoni a 5G adzatchuka chaka chamawa.
Chen Xinghai adawonjezeranso kuti NOR ndi amodzi mwa madera otukuka kwambiri omwe amayendetsedwa ndi zowerenga opanda zingwe za Bluetooth (TWS). Adanenanso kuti, zogulitsa za ESMT zimagawidwa kwambiri, malinga ngati makasitomala akufuna kupereka zinthu zogwirizana, "takonzeka."
Gawo lamagalimoto, ntchito yayikulu ya ESMT yokhudzana ndi audio komanso ma audio, woyang'anira wamkulu Zhang Mingjian adati kampaniyo ndi yama Japan, makasitomala amtundu, omwe, makasitomala aku Japan sakhala olongosoka kwambiri, njira yamtunda siyofanana, yomwe imakhudzanso phindu, kotero kampani ndiyabwino Cholinga chachikulu chakukulira phindu ndichakuti mitengo yomwe ikuyembekezeka ndiyotsika, osati kukwera mtengo. Amavomereza kuti "msika uwu ndi wovuta kwambiri."
ESMT idathandizira madongosolo mu gawo lachitatu, ndalama zofika $ 3.245 biliyoni za ku Taiwan (gawo lomwelo), kuchuluka kotala kwa 6.85%, kuwonjezeka kwapachaka kwa 3.13%, rekodi yayitali; phindu lalikulu la 12.86%, kutsitsa kotala kwa 0,14 peresenti, kutsitsa kwaperesenti kwa 5.57 Maperesenti, phindu lonse lomwe limaperekedwa kwa eni kampaniyo kholo linali 83.329 miliyoni yuan, kuchepa kwa 22.9% kotala, kutsika kwapachaka kwa 60.42 %, ndi zochulukirapo za 0,3 yuan pagawo lililonse.
Pankhani yogawana nawo ndalama, DRAM idawerengera anthu 55%, NOR adawerengera 10%, NAND idawerengera 12%, MCP idachita 13%, ndipo mawu ogwirizana ndi 10%. Pakugwiritsa ntchito, Netcom imakhala ndi 30%, ma akaunti ogwiritsa ntchito a 17%, oyang'anira ndi mafoni a m'manja amapangira 14%, magalimoto a 10%, mabokosi apamwamba a 7%, ndi mayendedwe olimba a 5%.