Technoprobe Spa U/Adr (THNBY) Q1 2025 Earnings Call

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Replay transcript excerpt

WEBVTT 00:00:00.892 -- 00:00:04.838 Good evening and thank you for joining us. 00:00:04.838 -- 00:00:09.885 With Stefano Beretta, our CFO, presenting the first quarter 00:00:09.885 -- 00:00:15.533 2025 results and the guidance for the second quarter of this year. 00:00:15.533 -- 00:00:20.520 As usual, Q&A session will follow at the end of the presentation. 00:00:20.520 -- 00:00:25.887 Revenues recorded in the first three months of the year are in guidance, also mirroring 00:00:25.887 -- 00:00:29.579 trends of our reference market. 00:00:29.579 -- 00:00:33.661 So first of all, let's talk about artificial intelligence. 00:00:34.204 -- 00:00:39.831 Artificial intelligence is confirming an extremely strong trend. 00:00:39.831 -- 00:00:44.075 We are arriving as leader in the testing of the logic chips. 00:00:44.075 -- 00:00:49.201 As recently discussed during our capital market day, 00:00:49.201 -- 00:00:50.883 these architectures, 00:00:50.883 -- 00:00:56.249 which use sophisticated technology and aggregate components to create single 00:00:56.249 -- 00:01:02.795 electronic device, require advanced testing solutions based on MEMS technologies. 00:01:03.399 -- 00:01:08.587 That said, we are assuming a progressive and steady increase in demand for advanced logic 00:01:08.587 -- 00:01:10.947 testing solutions. 00:01:11.291 -- 00:01:15.517 Second, the reference market is the consumer market. 00:01:15.517 -- 00:01:20.745 So more consumer-exposed markets, as expected, posted a slight 00:01:20.745 -- 00:01:26.033 growth in the first quarter. In fact, we think that they will 00:01:26.033 -- 00:01:31.247 still suffer from a slower adoption of AI at the edge, 00:01:31.247 -- 00:01:36.370 which is confirmed to be the real catalyst. 00:01:36.613 -- 00:01:41.979 Last is the automotiv...