Like a wild horse, the performance of the global packaging and testing leader ASE Investment Holdings (stock code ASX) is running wild.
According to the first quarter of 2022 data released by ASE Investment Holdings at the end of April, ’s single-quarter consolidated revenue 144.39 billion NT dollars (approximately 32.34 billion yuan), compared with NT$113.84 billion (approximately 25.5 billion yuan) in the same period in 2021 RMB) increased by 27%, hitting a new high over the same period.
ASE Investment Holdings’ operations in the first quarter were significantly better than previous seasonal off-seasons. Foreign investment legal persons recently reported that they expect to maintain a quarter-on-quarter trend this year, with the performance target reaching the 650 billion mark (approximately 148.07 billion), with an annual increase of of more than 14%, creating history again with new highs.
"ASE's performance is not surprising. The packaging and testing industry will still be good in the next two years. " Semiconductor chip expert Ma Wenhua believes that Chaodian Wearable has a huge demand for mobile phone processors and communication chips, coupled with high-performance computing (HPC) The growth of applications such as chips and the Internet of Things has ushered in an explosive period for the IC packaging and testing industry.
According to Chaodian Think Tank, ASE Investment Holdings is currently strengthening market development and seeking greater development in the field of smart wearables and cooperation with mainland brand clients.
The announcement shows that Sun Moonlight Investment Holdings last year net profit was 60.15 billion NT dollars ( about ), a year-on-year increase of 123%; operating income was 5. billion NT$ (approximately 129.85 billion RMB ), a year-on-year increase of 19.5%.
ASE Investment Holdings was established in 1984 by brothers Zhang Qiansheng and Zhang Hongben. It is currently the packaging factory with the broadest system-level packaging technology among Taiwanese manufacturers. The company covers nearly ten packaging technologies such as FCBGA, FOCoS and 2.5D packaging. It heterogeneously integrates chips of different processes into single crystals and has the design capabilities of module assembly, allowing chip designers to simplify designs and shorten product launches. time.
It is understood that more chip manufacturers and system manufacturers have now adopted the system-level packaging (SIP) platform provided by ASE to develop a variety of products such as mobile phones, network communications, automotive, medical, wearable devices and home appliances.
Although shipments and logistics have been affected by the Shanghai epidemic lockdown, ASE Investment Holdings' revenue has still shown strong explosiveness this year, maintaining a double-digit growth rate.
Sun Moonlight Investment Holdings The financial report released on May 10, 4 monthly revenue reached NT$48.64 billion ( approximately 11.08 billion ) , increased 17.7% year-on-year.
In addition, USI Electronics, a subsidiary of ASE Investment Holdings, had revenue of 4.14 billion yuan in April, a year-on-year increase of 10.6%. It is reported that ASE Investment Holdings has two operating bases in Shanghai, both of which are located in Zhangjiang High-tech Park. Among them, ASE Shanghai Materials Factory mainly provides integrated IC substrate design services and production and manufacturing, and Shanghai Yuexin Technology is an engineering center plus small factory. In addition, USI Electronics, a subsidiary of ASE Investment Holdings, has three factories in Shanghai, including Zhangjiang Factory, Shengxia Factory, and Jinqiao Factory.
Wu Tianyu, chief operating officer of Yueguang Investment Holdings, said that companies are stepping up efforts to expand production capacity, but they still have to consider the entire packaging and testing industry chain, such as lead frames, carrier boards, equipment, etc. The equipment delivery period is now as long as one year, and it is expected that supply and demand will not reach balance until 2023 at the earliest.
It is worth noting that not only the performance of the old packaging and testing manufacturers such as ASE Investment and Control is growing significantly, but the entire packaging and testing industry has entered the golden track and is ushering in an explosion.
Changdian Technology, Tongfu Microelectronics and Huatian Technology, the top three packaging and testing foundries in mainland China, all achieved the best results in history.
Changdian Technology achieved revenue of 30.5 billion yuan in 2021, a year-on-year increase of 15.3%; net profit was 2.96 billion yuan, a year-on-year increase of 126.8%. Tongfu Microelectronics achieved revenue of 15.81 billion yuan in 2021, a year-on-year increase of 46.8%; net profit was 960 million yuan, a year-on-year increase of 182.7%.
Huatian Technology, ranked third, achieved revenue of 12.1 billion yuan in 2021, a year-on-year increase of 44.3%; net profit was 1.42 billion yuan, a year-on-year increase of 101.8%.
