Chris Vechavski's questions to DATA I/O (DAIO) leadership • Q1 2025
Question
Asked for clarification on the technological drivers for semiconductor partnerships, whether programming protocols are public, the status of order flow in April amidst tariff uncertainty, and if the company tracks system utilization in the field.
Answer
Executives confirmed that new complex memory technologies (like UFS) require specialized programming, making partnerships essential. The base protocols are public, but their implementation is proprietary IP. Order flow for capital equipment remains slow in April due to tariff concerns, though recurring revenue is stable. The company does not track live machine utilization but uses proxy data like adapter sales to gauge activity.