
AI-generated summary
Creative has recently won three major CSP orders, and its revenue in August hit a new high.
Creativity has risen too fast recently and will be dealt with in a split as soon as next Tuesday. (Taken from the official website)
[Reporter Zhuo Yijun/Taipei Report] The stock price of ASIC (customized chip) factory Creative (3443) has recently entered a soaring mode. The stock price has soared 38.93% in 6 days. Today's closing price is 8,385 yuan, a record high price, and the stock price is pointing to "ten thousand gold." However, according to the latest statistics from the stock exchange, due to the short-term rise too fast, Creative has received two warnings in a row. If it rises again tomorrow, it may be closed down as soon as next Tuesday and enter the stock market disposal.
Creative has successfully won orders from the three major CSPs (Cloud Service Providers) of Google, Microsoft, and Facebook. Creative has obtained production capacity support from TSMC (2330) next year to ensure future growth. In addition, Meta's latest Muse has become popular, representing agent-based AI (Agentic) for consumers. AI) is entering mainstream applications, triggering strong demand for server CPUs and ASICs in the future. Creative's stock price has soared recently, becoming the highest-priced ASIC stock in the Taiwanese stock market. It ranks third highest in the Taiwanese stock market, second only to Xinhua (5274) and Chuanhu (2059), and has the opportunity to become the third millionaire stock.
Creativity benefits from AI ASIC project shipments have increased significantly. In August, consolidated revenue soared to a record high again, setting a new record for three consecutive months. Since AI computing has recently shifted from "model training" to "end application", compared with expensive general-purpose GPUs, ASIC has a very high energy efficiency ratio on the inference end. Creative is optimistic about AS The future growth rate of IC shipments will exceed that of GPUs. Future ASIC design services will no longer just provide pure design and wafer production capacity, but also need to include heterogeneous packaging integration, system architecture testing, improvement of computing power efficiency and resource integration. Creative can provide customers with CoWoS and Physical Design (physical design) professional support helps customers develop AI acceleration chips and gain advantages in advanced process projects such as 2nm and 3nm.
AI outlook — possibilities, not facts
Creativity will enter the distribution process as soon as next Tuesday
Likely · Within days

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