EMC is Delivering Excellence with EPS Surpassing NT$10 for a Second Consecutive Quarter
- Q2 2025 Financial Results
Elite Material Co., Ltd. (EMC, stock code: 2383), a global leader in green materials, announced record-breaking second-quarter results, overcoming tariff uncertainties and foreign exchange headwinds. Driven by strong demand for high-end servers and switches, revenue reached NT$22.50 billion, setting a new quarterly high. Net income after tax was NT$3.48 billion, with earnings per share (EPS) of NT$10.02 — both new records and marking the second consecutive quarter of double-digit EPS.
- Outlook
EMC remains optimistic about the development of all product lines across various application sectors. The company expects strong growth momentum to continue in AI applications, cloud services, and edge computing.
Through years of technological advancement, EMC has established industry leadership. In 2023, the company took the number one position in the high-speed CCL sector, becoming a key supplier to the world’s leading AI server and switch giants. According to market research firm Prismark, which released 2024 global market share data in June, EMC delivered a stellar performance by widening its lead over competitors. In the critical high-speed CCL segment, EMC achieved a 40% market share, representing a 12-percentage-point increase over 2023 and a 15-point lead ahead of the second-largest competitor.
EMC is also ahead of schedule in capacity planning. By 2025, the company will complete expansion projects in Huangshi (China), Penang (Malaysia), and Zhongshan (China), boosting total capacity by 33%. In 2026, EMC will continue to strengthen its footprint with new facilities and additional capacity in Taoyuan (Taiwan), Kunshan (China), and Zhongshan (China), along with a new expansion phase in Penang (Malaysia). Upon completion, total capacity will increase by nearly 30%, further extending its scale leadership.
The company’s geographic footprint is also highly strategic. EMC is the only Asian green materials supplier with both sales and manufacturing bases in the United States, complemented by its strong presence in Taiwan, China, and Southeast Asia. This diversified global layout provides EMC with the flexibility to adapt swiftly to dynamic market conditions, ensuring resilience and leadership.
With growth driven by AI adoption, cloud services, and edge computing, EMC’s unique advantages in technology leadership, scale leadership, and geographic positioning will continue to fuel its market expansion and solidify its global leadership in high-performance materials.