Focus Stocks》Taiwan Star Technology: Strong demand for ASICs, gapping to the daily limit

Demand for Taixingke's ASIC is strong, and the stock price jumped up to the daily limit at the opening. (Picture taken from Taiwan Star Technology’s official website) [Reporter Lin Yiru/Taipei Report] IC packaging and testing factory Taiwan Star Technology (3265) held a press conference yesterday to see strong demand for AI customized chips (ASIC) next year. , buying orders rushed in today (7th), the opening stock price jumped straight to the daily limit of 217 yuan, and as of 10:7 a.m., it was still locked at the daily limit, with a trading volume of 1,945 contracts, and the number of bought contracts at the daily limit reached 19,000. 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. In terms of product progress, Taixing Technology has completed 2nm product certification this year, and customer products have been put into production one after another. The 55×55 mm flip-chip ball grid array package (FCBGA) has been put into mass production. The revenue of related products has grown steadily. It is expected to further increase the volume next year and further establish large-size packaging capabilities of 100×100 mm and above. At the same time, it is working with customers to promote 2.5D and CoWoS related processes. Grasp the economic pulse with one hand. Click here to subscribe to Free Finance Youtube Channel