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Revenue growth was driven by the recovery of semiconductor design releases that were previously delayed in fiscal Q2, with gradual improvement continuing through May and the remainder of Q3.
High-end IC revenue reached a record 44% of total IC sales as wafer fabs prioritized higher profitability projects and accelerated node migration to 28nm, 22nm, and 14nm.
Mainstream IC business declined to $86 million, reflecting a natural evolution toward higher ASP chip designs as customers transition to more advanced technology nodes.
FPD revenue remained near historical highs, supported by strong OLED demand for flagship consumer electronics in developed markets, despite memory constraints affecting emerging market launches.

#analysts
20 days ago

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