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BackFocus Stocks》Taiwan Star Technology: ASIC demand is strong, Fa Shuo reports good news
Focus Stocks》Taiwan Star Technology: ASIC demand is strong, Fa Shuo reports good news
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自由时报1 hour agoBusiness1 min readChinaView original

Focus Stocks》Taiwan Star Technology: ASIC demand is strong, Fa Shuo reports good news

Taixingkedaily limitASIC

Quick Look

  • After the stock price of Taixingke (3265) hit the daily limit for two consecutive days, it went straight to the upper limit price of 262 yuan in 10 minutes after the market opened on the 12th, setting a record high.
  • The trading volume was 7,641 contracts, and the upper limit order to buy exceeded 6,400 contracts.
  • The company said that the demand for AI customized chips will be strong next year and will become the main growth driver, and it will expand its testing and advanced packaging capabilities.

AI-generated summary

Why It Matters

Taixing Technology is an IC packaging and testing factory. Recently, the stock price has strengthened due to the demand for AI customized chips, and has risen by the limit for two consecutive days.

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Taixing Technology reached the daily limit again and continued to write a new record high price. (Taken from the official website) [Reporter Lin Yiru/Reported in Taipei] IC packaging and testing factory Taiwan Star Technology (3265) recently reported good news, and it is expected to have strong demand for AI customized chips (ASIC) next year. The stock price has been strengthening for days recently, following the daily limit on the 7th and 8th. After closing, buying orders rushed in again today (12th). In the first 10 minutes after the market opened, it went straight to the daily limit price of 262 yuan, continuing to write a new record high price. As of 9:45 am, it was still locked at the daily limit, with a trading volume of 7,641 contracts, and the number of buy orders at the daily limit exceeded 6,400. Judging from the trends of the three major legal persons, foreign investors sold more than 124 contracts last Thursday, two consecutive sales, while self-operated traders continued to buy more than 99 contracts, which has been the case for three consecutive trading days. The three major legal persons sold more than 25 contracts in total last Thursday. Please continue reading... Taixing Technology stated that the demand for AI customized chips (ASICs) will be strong next year and will become the main growth driver. It will continue to expand testing and advanced packaging capabilities in response to customer needs such as AI and high-efficiency computing (HPC), and lay out product lines such as wafer testing, final testing and advanced packaging. HPC products currently account for about 50% of revenue, and are expected to further increase in 2027 and 2028. Grasp the economic pulse with one hand. Click here to subscribe to Free Finance Youtube channel

What to Watch

AI outlook — possibilities, not facts

  • Taiwan Star's share price will remain strong in the short term

    Likely · Within weeks

Open Questions

  • What is the specific amount of AI chip orders next year?
  • What is the scale of Taixing's capital expenditure to expand production capacity?

Related Topics

Taixingke
PeopleLin Yiru
PlacesTaipei
Topicsdaily limitASICAI chipforeign capitalproprietorHPC
This article was originally published by 自由时报.

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