Technoprobe Spa U/Adr (THNBY) Q4 2024 Earnings Call

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WEBVTT 00:00:01.077 -- 00:00:04.523 Good evening and thank you for joining us. 00:00:04.523 -- 00:00:09.932 I'm with Stefano Beretta, our CFO, presenting the full year 2024 results 00:00:09.932 -- 00:00:13.478 and the guidance for the first quarter of this year. 00:00:13.478 -- 00:00:18.728 As usual, a Q&A session will follow at the end of the presentation. 00:00:18.728 -- 00:00:24.257 2024 confirmed Technoprobe as leader in the testing of logic chips 00:00:24.257 -- 00:00:29.001 for artificial intelligence. Investment we made in the last couple of years together 00:00:29.001 -- 00:00:34.091 with the solid know-how of Technoprobe in the MEMS technology have been 00:00:34.091 -- 00:00:37.738 the drivers to achieve this leadership. 00:00:37.738 -- 00:00:42.988 Looking at revenues split, 35% of revenues refers to artificial 00:00:42.988 -- 00:00:49.537 intelligence, approximately plus 15% compared to 2023. 00:00:49.576 -- 00:00:52.459 A better than expected result 00:00:52.459 -- 00:00:57.604 driven by a surge in volumes of chips for data centers, feasible 00:00:57.604 -- 00:01:01.788 thanks to the increase in manufacturing capacity compared to 2023. 00:01:01.788 -- 00:01:03.349 Artificial 00:01:03.349 -- 00:01:07.894 intelligence will remain the main growth driver also for 2025. 00:01:07.894 -- 00:01:13.079 Demand is seen as both realistic and extremely strong. 00:01:13.079 -- 00:01:18.043 Also bear in mind that artificial intelligence, as well as the most technological advanced 00:01:18.043 -- 00:01:23.046 chips, requires high performance, low power consumptions, 00:01:23.046 -- 00:01:29.236 and quick data processing features supported by advanced packaging architectures. 00:01:29.236 -- 00:01:34.484 These architectures, which use sophisticated technology and aggregat...