Kinsus Optimistic About Operational Growth, Nanya PCB's February Profit Surges 400%

Kinsus Interconnect Technology was invited to participate in the AI-themed earnings conference held by the Taiwan Stock Exchange this afternoon. Spokesperson Mu Hsien-chueh pointed out that in response to AI chip demand, Kinsus is continuously expanding its high-layer count ABF substrate production lines at its six Taiwan factories, which are applied to AI graphics processing units (GPUs) and central processing units (CPUs).

Regarding the operations of its invested company, Pegavision Corporation, Mu Hsien-chueh stated that Pegavision has developed rapidly, with high product gross margins, and continues to launch new products, contributing to the Kinsus Group's performance.

For memory-centric consumer product applications, Mu Hsien-chueh noted that the market remains optimistic, and programmable logic gate array (FPGA) chip applications related to base stations are stable, while demand for substrates in mobile phones, computers, and consumer electronics is slowing down.

Kinsus previously expected double-digit percentage annual growth in performance, with gross margins potentially increasing quarter by quarter, while continuously observing factors such as changes in international raw material prices.

According to data, in Q4 2025, high-performance computing accounted for 24% of Kinsus's overall performance, consumer products for 18%, contact lenses for 18%, mobile phone applications for 35%, and base stations for 5%.

Nanya PCB's stock price has fluctuated significantly recently, reaching the standard for public disclosure of attention-worthy trading information. This afternoon, it announced relevant financial and business material information to help investors understand the distinction.

Among them, Nanya PCB's self-reported revenue for February was NT$3.166 billion, a year-on-year increase of 12.84%. Its single-month self-reported pre-tax profit was NT$369 million, a year-on-year increase of 402.78%.

Nanya PCB previously announced its self-reported revenue for March was NT$4.29 billion, a month-on-month increase of 35.5% and a year-on-year increase of 39%, marking the highest single-month figure since April 2023. Its Q1 self-reported revenue was NT$11.177 billion, a year-on-year increase of 32.15%, the highest since Q2 2023.

Legal entities pointed out that Nanya PCB continues to benefit from the strong pull-in of high-end server AI chips and memory substrates. The mass production of high-end AI chips has led to tight supply and demand for overall ABF substrates, also increasing substrate size and layer count. Nanya PCB continues to expand and transform its Shulin factory production lines to meet the demand for high-end network communication and data center chip substrates. Nanya PCB's main ABF production capacities are in Shulin, New Taipei, Jinxing, Taoyuan, and Kunshan, mainland China. (Edited by: Yang Lan-hsuan) 1150407