Yoshiaki (3016-TW) Inspired by the themes of Metaverse and the third generation of semiconductors, the stock price soared this week, pulling 3 daily limit, Friday (19th) ended with a daily limit price of 143 yuan, a record high price in the past 14 years. The week rose 45.9%.
Jiajing’s compound semiconductor business has lost flat. It is expected that profits will continue to increase with the continuous expansion of 6-inch scale. The fourth quarter revenue is expected to be slightly better than the third quarter, but due to annual maintenance, and considering the expansion next year Production, the annual repair period is lengthened, and the gross profit margin may be slightly lower than in the third quarter.
Jiajing estimates that this year’s revenue will increase by 20-25% annually. The visibility of most orders next year will reach the first half of the year, and some even see the end of the year. Due to the demand for renewable energy, electric vehicles, 5G and data centers, compound semiconductors and MLBL camp The income will grow by more than 50%.
In terms of meta-universe applications, Jiajing said that related applications are mainly linked to the demand for data center servers. Power consumption will increase significantly. Compound semiconductors will play a key role in reducing energy consumption. Traditional silicon architectures cannot meet the demand. For compound semiconductors, Good opportunity.
Jiajing’s net profit after tax in the first three quarters was 266 million yuan, an annual increase of 15 times, and the net profit per share was 0.95 yuan. The accumulated revenue in the first ten months was 4.159 billion yuan, an annual increase of 24.6%.