Memory giant Macronix announced its internal self-settled financial report for October 2025. Consolidated revenue was NT$2.652 billion, a decrease of 8.6% from NT$2.903 billion in September, and an increase of 24.2% from NT$2.135 billion in the same period in 2024. Cumulatively, consolidated revenue in the first 10 months of 2025 was 23.803 billion yuan, an increase of 7.7% from 22.106 billion yuan in the same period in 2024.

Macronix announced at the recent third quarter legal meeting that the net loss after tax in the single quarter reached 862 million yuan, and the EPS was -0.47 yuan. Cumulatively, the net loss after tax in the first three quarters of 2025 is 3.011 billion yuan, and EP S-1.62 yuan. Chairman Wu Minqiu said at the conference that because the factory's capacity utilization rate has not reached optimal conditions, it has indeed caused cost pressure on unused capacity. However, the company has performed well in terms of cost control, with operating expenses saving more than 12% in 2025 compared with 2024, but R&D investment is still the main part of operating expenses.

However, despite operating losses, Macronix's cash flow situation has improved. Due to active inventory removal, inventory has reversed depreciation losses of 134 million yuan this quarter, and inventory removal has also brought more net cash inflow from operating activities, making the cash flow from operating activities (CFO) positive, with an inflow of 1.9 billion yuan. In the face of unsatisfactory performance, Wu Minqiu listed Macronix's improvement of profitability as the primary goal in 2026, especially the issue of factory efficiency. Wu Minqiu announced at the meeting that he had personally intervened to supervise the maintenance and production management of factory equipment.公司目前正降低工廠產能使用，以利庫存得以緩慢釋出。

Macronix’s growth momentum is currently mainly concentrated in NAND Flash, especially in the low-density eMMC NAND field. As large competitors such as Samsung have withdrawn or shifted production capacity to higher-density products, Macronix has ushered in a huge market opportunity. Wu Minqiu revealed that the influx of customer demand in a short period of time was unprecedented. The company firmly believes that MMC will be able to fill a large amount of idle production capacity in 12-inch factories.