The tester Sun and Moonlight Investment Control announced its closing in June and the second quarter in the afternoon. Despite the appreciation change in the exchange rate of NT$, it has benefited from the advanced packaging demand for artificial in...
The tester Sun and Moonlight Investment Control announced its closing in June and the second quarter in the afternoon. Despite the appreciation change in the exchange rate of NT$, it has benefited from the advanced packaging demand for artificial intelligence (AI) and high-performance computing (HPC) chips. The closing in June and the second quarter was still growing at the new NT$ price, both of which were the highest in the same period.
Sun Moonlight Investment Control collected NT$49.513 billion in June, a monthly increase of 1% and an annual increase of 5.5%, the highest in the same period in history, only in June 2022; the second quarter of self-financing investment collected NT$150.75 billion, a quarterly increase of 1.8% and an annual increase of 7.5%, also the highest in the same period, second in the second quarter of 2022. Sun and Moonlight Investment Control's self-financing contract was RMB 298.903 billion in the first half of this year, an increase of 9.47% year-on-year. If priced in US dollars, Sun and Moonlight Investment Holdings closed at US$1.661 billion in June, up 4.7% month-on-month and 14.2% year-on-year; the second quarter closed at US$4.838 billion, up 7.1% quarter-on-quarter and up 11.2% year-on-year.
According to the observation of the sealing and materials (ATM) project, Sun and Moonlight Investment Holdings closed NT$3.0671 billion in June, a monthly increase of 0.3% and an annual increase of 17.7%; if calculated in US dollars, the sealing and materials closed NT$1.029 billion in June, a monthly increase of 4% and an annual increase of 27.4%.
Sun Moonlight Investment Control's second quarter sealing materials closed for NT$92.565 billion, a quarterly increase of 6.8% and an annual increase of 19%; if priced in US dollars, a quarterly closing materials closed for NT$2.972 billion, a quarterly increase of 12.5% and an annual increase of 23.1%.
Ciuxu Electronics, a subsidiary of Sun Moonlight Investment Control, closed RMB 4.586 billion in June, an increase of 5.75% per month and a decrease of 1.23% per year; closed RMB 13.565 billion in the second quarter, a decrease of 0.61% per quarter and a decrease of 2.37% per year; accumulated RMB 2.7213 billion in the first half of the year, a decrease of 0.63%.
Looking forward to the second half of the year, Sun and Moonlight Investment Control previously evaluated its operating and has not revised its capital expenditure this year. This year, it is optimistic that various artificial intelligence application industries such as edge AI, special application chips (ASICs), and high-performance computing (HPCs) will continue to grow.
Sun and Moonlight Project Control estimates that the overall cutting-edge advanced process packaging and testing target will increase by 10% year-on-year this year. This year, the advanced packaging and testing and testing target will increase by another 1 billion to 1.6 billion US dollars compared with 2024; this year, the testing industry growth will increase by two times compared with the packaging industry growth.
Royal Moonlight Investment Control data pointed out that the cutting-edge advanced packaging test revenue in 2023 was about US$250 million, and exceeded US$600 million in 2024, accounting for about 6% of the investment revenue of the investment and control testing business.
