Taiwan's semiconductor materials business in the second quarter of the financial report has been released, Chongyue, Changhua are announced on the 22nd semi-annual report. Overall, the second quarter benefited from the active expansion of the chip factory and the strong shipments of the packaging and testing plant. Both revenues were up, but the profitability was not good.
In the second quarter single-season performance, Chongyue's revenue was strong due to the strong demand from the chip factory for the advanced process, which increased by 23.19% to 3.794 billion yuan (NTD, the same below), while the net profit after tax was 4.84% less than 1.82%. 100 million yuan, single-season EPS is 1.22 yuan, cumulative Chong Yue's EPS in the first half of this year is 2.51 yuan.
Changhua's second quarter consolidated revenue benefited from the stability of IC packaging and testing companies, with a slight increase of 2.15% to 3.948 billion yuan, but the single-quarter net profit after tax was only equal to 105 million yuan in the first quarter. 1.57 yuan, accumulating Changhua's EPS for the first half of the year was 3.23 yuan.
Looking forward to the third quarter, both of them have a positive view on whether the revenue can continue to grow. Chong Yue said that thanks to the traditional peak season of chip foundry, the third quarter revenue is still expected to rise; Changhua is optimistic In the second quarter, weak peripheral mobile phone materials and touch will be warmed up, and the packaging and testing orders that are the main support for the operation will be stable, driving revenue and profit.
In the second quarter single-season performance, Chongyue's revenue was strong due to the strong demand from the chip factory for the advanced process, which increased by 23.19% to 3.794 billion yuan (NTD, the same below), while the net profit after tax was 4.84% less than 1.82%. 100 million yuan, single-season EPS is 1.22 yuan, cumulative Chong Yue's EPS in the first half of this year is 2.51 yuan.
Changhua's second quarter consolidated revenue benefited from the stability of IC packaging and testing companies, with a slight increase of 2.15% to 3.948 billion yuan, but the single-quarter net profit after tax was only equal to 105 million yuan in the first quarter. 1.57 yuan, accumulating Changhua's EPS for the first half of the year was 3.23 yuan.
Looking forward to the third quarter, both of them have a positive view on whether the revenue can continue to grow. Chong Yue said that thanks to the traditional peak season of chip foundry, the third quarter revenue is still expected to rise; Changhua is optimistic In the second quarter, weak peripheral mobile phone materials and touch will be warmed up, and the packaging and testing orders that are the main support for the operation will be stable, driving revenue and profit.
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