Focus Stocks》World Advanced: Q4 operations are expected to be strong and the daily limit will be attacked

The world's most advanced 12-inch new factory in Singapore is expected to enter mass production in the first quarter of next year. The picture shows the strategy of the world's advanced chairman. (File photo)

[Reporter Lin Yiru/Report from Taipei] U.S. technology stocks came back to their senses last Friday. Taiwan stocks also soared more than 2,000 points in early trading today (9th). The world's most advanced wafer foundry (5347) said on Friday that it will release an optimistic outlook. In addition to this quarter's operations will continue to improve, The gross profit margin is expected to increase, and the new 12-inch factory in Singapore is also expected to be fully loaded in advance, which stimulated the stock price to rebound strongly today. It hit the upper limit of 132 yuan during the session. As of 10:54 a.m., it was still locked at the daily limit, with a trading volume of 9,660 contracts, and the number of buy orders on the daily limit exceeded 900.

Judging from the trends of the three major legal persons, foreign investors bought more than 2,540 contracts last Friday, self-operators also bought more than 47 contracts, and only investors sold more than 2,452 contracts. The three major legal persons collectively bought more than 135 contracts last Friday.

World Advanced Chairman Fang Lue said that despite the recent correction in AI-related stocks, the growth trend of AI computing power has not changed, which has also driven the continued strong demand for 8-inch wafers. It is estimated that the average selling price (ASP) of wafers in the fourth quarter will increase by 3% to 5% quarter-on-quarter, and he is optimistic about the wafer average price in 2027. There is still room for increase in the average selling price (ASP); the new 12-inch factory in Singapore is expected to enter mass production in the first quarter of next year. It was originally planned to be fully loaded in the first half of 2029. With the good progress of the factory construction, coupled with the support of customer demand and production capacity commitments, the full load schedule may be further advanced.