David Williams's questions to Diodes Inc (DIOD) leadership • Q2 2025
Question
David Williams inquired about the drivers of strong demand in Asia, questioning if it was organic or tariff-related. He also asked for an update on the remaining inventory digestion in the automotive market, the margin profile of new products, and current factory utilization rates.
Answer
SVP of Worldwide Sales and Marketing, Emily Yang, stated that tariff-related pull-ins were immaterial and growth was driven by strong demand and market share gains. She noted that while some inventory digestion remains in automotive, the market is improving, evidenced by 23.5% YoY revenue growth in the segment. Yang also explained that new products command higher margins due to added features and cost improvements. President & CEO, Gary Yu, added that factory utilization varies, but the company is focused on migrating production to internal fabs to support high-end demand and improve loading over time.