
AI-generated summary
Wanrun is a manufacturer of advanced semiconductor packaging equipment. Benefiting from the development of AI and high-speed computing, which has driven the growth in demand for large-size packaging and silicon photonics, the production capacity utilization rate has remained high.
Wanrun's order visibility will be seen in Q2 next year, and it will seize business opportunities in silicon photonic equipment. (File photo)
[Reporter Lin Yiru/Taipei Report] Semiconductor advanced packaging equipment factory Wanrun (6187) will benefit from TSMC’s plan to enter Dallas, Texas to build a second park, planning to build multiple wafer fabs, spurring equipment demand, today (5 ), the stock price opened higher on the day, reaching the highest intraday limit of 1,490 yuan, tying the record high price. As of 10:28 a.m., the increase was still 9.23%, temporarily trading at 1,480 yuan, with a trading volume of 3,455 contracts.
Judging from the trends of the three major legal persons, foreign investors bought 526 lots last Friday, investment trusts and self-dealers bought 199 and 9 lots respectively, and the three major legal persons bought 734 lots in total on the same site.
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Wanrun has benefited from the development of large-size packaging and silicon photonics driven by AI and high-speed computing. The demand for precision dispensing, lamination and integration equipment continues to heat up. The current capacity utilization rate remains high. Based on customer needs and project planning, market visibility extends to the second quarter of 2027.
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AI outlook — possibilities, not facts
In the short term, Wanrun’s stock price will continue to be affected by the progress of TSMC’s Texas plant expansion and remain strong.
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