The Semiconductor Giant And PCB Enterprises Continue To Benefit From The Expansion Of This Manufacturer's Semi-annual Report Is Very Bright!

There is a serious shortage of global semiconductor production capacity, which will be in short supply until 2023. Taiwan was the subject of the Economist's cover story in May, noting that the rivalry between The United States and China has highlighted the importance of Taiwan's semiconductor industry to the world.

Market research firm IC Insights estimates that global IC sales will exceed $500 billion this year and $600 billion in 2023 under the background of high demand for 5G and AI, among which the semiconductor equipment supply chain will be the first to benefit. It is reported that the International Semiconductor Industry Association SEMI recently significantly revised the global semiconductor equipment spending scale for this year and next year, estimated that the total sales will reach 95.29 billion US dollars this year, and next year will exceed 100 billion US dollars, echoing the president of TSMC Wei Che-chah previously announced three years to spend 100 billion US dollars to expand production and advanced process research and development investment plan.

Yankees project to pick up the order visibility to the next year

Under the strong market demand, the performance of yangji Engineering (6691), the index plant of Taiwan Xingcabinet semiconductor production line construction, was + in the half year. Liu Shiyuan, general manager of Yanji Engineering, said the company benefited directly from the growing consumer demand for computers, mobile phones, TVS and even electric cars and A1. Yankee Engineering's combined revenue in the first half of this year was 5.166 billion yuan (NT $, the same below), up 100% year on year, and EPS was 7.33 yuan, which doubled from 3.6 yuan last year.

The main business of Yanji engineering is to contract high-tech industry clean room, mechanical and electrical air conditioning and commercial office building, etc., the company's main customers are Taiwan, SEMICONDUCTOR, da Li Guang, zhen Ding and other top enterprises, and has earned more than one share capital for four consecutive years.

According to the report, Yankee engineering's outstanding performance in the first half of the year was mainly due to the continuous plant expansion of TSMC, DAGUang and the overall PCB industry. The company's new orders this year amounted to 6.5 billion, and the overall order visibility can be seen until next year. In order to achieve sustainable and healthy development and win the trust of customers, the company's capital increased to 600 million yuan this year, and the estimated annual turnover is nearly 10 billion yuan. It is expected that the company will be directly listed at the end of the year.

Mr. Lai Youzhong, chairman of Yankee Engineering, pointed out that the company has been established for more than 40 years and its main competitive advantages include: first-class engineering quality; Accurate completion and delivery date; Strict work safety standards; Reasonable project price and perfect after-sales service

For the development prospect of the industry, Mr. Lai Youzhong, chairman of Yankee Engineering, pointed out that with the development of high-tech industry, cleanroom engineering has been inseparable with electromechanical system integration industry, air conditioning and electromechanical integration is widely used in semiconductor, photoelectric, solar energy and biochemical and other industries.

In the past few years, consumer demand for computers, mobile phones, TVS and even electric vehicles and AI has led to increasing demand for semiconductors and panels. Manufacturers in Taiwan and China have continued to build and expand factories, which has directly driven the demand for clean room engineering and electromechanical system integration.

At present, the global semiconductor production capacity is still in short supply, TSMC, Wanghong, Naco, Huabang and other semiconductor manufacturers continue to expand their plants in Taiwan, yanji engineering is expected to benefit directly from the overall operation, and thus maintain a high growth trend; As for overseas markets, the share of revenue is expected to increase to more than 35 percent this year, driving overall earnings.