Technoprobe Spa U/Adr (THNBY) Q4 2025 Earnings Call

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WEBVTT 00:00:00.031 -- 00:00:03.595 Good evening, everyone, and thank you for joining us. 00:00:03.595 -- 00:00:07.099 I'm here today with Stefano Beretta, our CFO. 00:00:07.099 -- 00:00:12.545 Together, we'll walk you through Technoprop's full year 2025 results 00:00:12.545 -- 00:00:16.449 and provide our guidance for the first quarter of this year. 00:00:16.449 -- 00:00:22.035 As usual, we will leave time for Q&A at the end of the presentation. 00:00:22.035 -- 00:00:27.207 Let me start with the key takeaway. 2025 confirmed Technoprobe's 00:00:27.207 -- 00:00:32.478 leadership in testing solutions for artificial intelligence logic chips. 00:00:32.478 -- 00:00:37.669 Based on our initial assumptions regarding organic growth and market mix, 00:00:37.669 -- 00:00:42.940 we delivered on our revenue targets and expectations in terms 00:00:42.940 -- 00:00:45.492 of AI exposures. 00:00:45.492 -- 00:00:50.821 This performance reflects the investments we have made over the past few years, 00:00:50.821 -- 00:00:56.711 together with TechnoPro's strong and well-established expertise in MEMS technology, 00:00:56.711 -- 00:01:01.359 which continues to underpin our leadership in advanced testing. 00:01:01.359 -- 00:01:07.229 This result was mainly driven by a strong increase in data center GPU volumes, 00:01:07.229 -- 00:01:11.918 which is expected to remain the key growth driver also this year. 00:01:11.918 -- 00:01:16.283 At this stage, demand appears both solid and well supported. 00:01:16.283 -- 00:01:21.388 It is also worth highlighting that AI chips, as well as the most advanced semiconductor 00:01:21.388 -- 00:01:26.654 devices, require extremely high performance, low power consumption, 00:01:26.654 -- 00:01:30.078 and very fast data processing capabilities. 00:01:30.078 --...