3D eMMC

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1. 5d
   Macronix Reports Record Q3 Profit on Strong Memory Demand

   Macronix reported 2026 Q3 revenue of NT$24.237 billion, up 27% from the previous quarter and 195% year over year, with gross margin at 70.5% and basic EPS of NT$5.52. NAND Flash including eMMC accounted for 47% of quarterly revenue and NOR Flash 46%. Reports cited strong AI data-center demand for high-density NOR Flash and structural shortages in SLC NAND and eMMC. The gross-margin improvement reflected price increases, a better product mix and approximately NT$750 million of inventory reversal benefit, so it cannot be attributed solely to AI demand. At the earnings briefing, Chairman Wu Min-Chiu said the company would stop expanding NOR Flash capacity and redirect limited capacity toward 3D NAND and 3D eMMC, focusing on space communications, data centers, medical, automotive and industrial markets.

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