The PCB community exploded, Xinxing and Nanzi Electric soared to the limit

2024/04/26

yahoo! stock market

April 24, 2024

Central News Agency reporter Jiang Mingyan

Taiwan stocks counterattacked and rose sharply, and the PCB community rebounded strongly. Xinxing reported poor first-quarter financial results, but it was reported that Intel had entered the third-generation AI accelerator supply chain. The stock price soared to the limit today, and Nanzi Electric also turned on the lights. Copper foil substrate (CCL) ) Taiwan Optoelectronics and Taiyao are booming, PCB equipment stocks have successfully transformed, and Zhisheng and Mude have rebounded.

Major international technology companies are actively deploying artificial intelligence (AI). A US-based foreign investment report pointed out that Intel has launched Gaudi 3, the third-generation AI accelerator, and the supply chain of Taiwanese manufacturers is expected to benefit, including TSMC, Sechi-KY, Unix, and Wistron. , Zhibang, Qihong, etc.

Although Xinxing's first quarter financial report was poor, the net profit attributable to owners of the parent company was NT$2.433 billion, a year-on-year decrease of 40.5%, and earnings per share were NT$1.6, down from the level of NT$2.7 in the same period last year, and the gross profit margin was the lowest in about 3 years. However, the legal person is optimistic that Xinxing's operation has bottomed out and has revised its outlook for the second quarter of this year upward, mainly because AI drives PCB shipments.

Xinxing's stock price opened higher today, reaching the daily limit of 187 yuan during the session, and a large number of 20,000 contracts were sold.

Nanzi Electric hit the daily limit today, reaching 44.4 yuan. Nanzi Electric previously mentioned in the FA Conference that consumer applications and automotive PCBs will recover significantly in 2024, and will adjust product structure and improve profits, and there will be opportunities for orders. Quarter by quarter, progress has been made in high-speed computing AI accelerator card boards, and related revenue contribution has increased this year.

Copper foil substrate (CCL) manufacturer Tai Optoelectronics continues to embrace the bullish theme of AI, and its stock price surged by about 5%. Tai Optoelectronics' consolidated revenue in March was 1.75 billion yuan, an increase of 33.21% year-on-year, mainly due to the active promotion of high-end AI server products. , the stock price rebounded today, rising more than 7%.

Leading PCB factory Zhending-KY also rose by more than 3%. Zhending-KY's March revenue increased by 21.68% year-on-year, and IC substrate revenue doubled, hitting a record high. It is expected that this year will be a year of moderate growth, and next year will Accelerate growth.

PCB equipment stocks have a strong stock price today. Chisheng's stock price rebounded by more than 5%, and Mude rose by more than 3% today. Chisheng has successfully entered TSMC's CoWoS advanced packaging supply chain, and is optimistic that the proportion of revenue contributed by semiconductors will gradually increase; AOI equipment factory Mude except PCB related testing equipment has been developing in the fields of semiconductor and advanced packaging and testing in recent years.

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