
AI-generated summary
Jiajing is a Taiwanese epitaxy manufacturer whose main products include silicon-based epitaxy and compound semiconductors. The company has recently benefited from the rebound in the semiconductor industry and increased customer demand, and at the same time has increased its profits through a price increase strategy. Silicon photonics and germanium silicon epitaxial crystal are its key development product lines, and customer demand visibility is long-term.
Wen Jinxiang, general manager of Jiajing. (File photo)
[Reporter Lin Yiru/Report from Taipei] The stock price of epitaxial crystal factory Jiajing (3016) rebounded from a deep fall today (20th), opened lower and went higher. It once rose by more than half the limit during the session, reaching 157.5 yuan, touching the 5-day line. As of 10:39 a.m., the increase was still 3.34%, tentatively reported at 154.5 yuan, with a trading volume of 5,297 contracts.
Jiajing benefited from strong customer demand and the benefits of price increases. In August, its net profit before tax reached 92 million yuan, a year-on-year increase of 91 times. Its after-tax profit was 74 million yuan, a year-on-year increase of 73 times. The after-tax profit per share was 0.25 yuan.
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Jiajing Chairman Xu Jianhua recently stated that in the third quarter, product lines including silicon-based epitaxial crystals and compound semiconductors have started to increase prices. As the benefits of price increases are fermented, operations in the second half of the year will be better than those in the first half of the year; among them, silicon photonics phase The demand for germanium-silicon (Ge/Si) epitaxy is strong, and customer demand visibility has been extended to 2028. It is expected that production capacity will be expanded to 3.5 to 4 times the current level next year, but it will still only be able to supply less than 50% of customer demand.
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AI outlook — possibilities, not facts
Jiajing’s production capacity will be expanded to 3.5 to 4 times the current level next year
Likely · Within months
Jiajing’s operations in the second half of the year will be better than those in the first half
Likely · Within months
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