Focus Stocks》Highlights: TSMC expands outsourcing and releases orders, surges 8.5% and returns to monthly line

[Reporter Lin Yiru/Report from Taipei] Packaging and testing factory Jingmao (3374) benefited from TSMC’s advanced packaging production capacity being fully loaded, and the effect of outsourcing orders was expanded. Today (14th) the stock price opened higher. During the session It once reached 505 yuan, an increase of 8.49%. As of 11:14 a.m., it rose 8.27% to temporarily trade at 504 yuan. It once again returned to the 5-day and monthly lines, with a trading volume of 10,000 contracts.

TSMC has reported that it will gradually hand over orders equivalent to about 20% of the total production capacity of the OS segment to fine materials. It is expected that the relevant production capacity next year will increase 2.5 times compared with this year. With the injection of orders from major customers and the continuous opening of new production capacity, the operation growth of Jingmai is expected next year.

Jingcai said that thanks to the completion of the expansion of test production capacity, stronger than expected demand for 8-inch products, and new projects entering mass production, operations in the second half of the year are expected to be significantly better than the first half. Looking ahead to next year, as test production capacity is expanded and new 8-inch and 12-inch projects enter mass production, operations are expected to be better than this year.