Sheng Hui's self-reported March revenue was NT$5.192 billion, an increase of 89% month-on-month and 60% year-on-year. Accumulated Q1 revenue was NT$11.6 billion, a 36% increase compared to the same period last year. Sheng Hui stated that robust global investment in Artificial Intelligence (AI) infrastructure has driven strong demand for the expansion of high-tech factories and data centers. Smooth recognition of projects according to progress was the key driver for the revenue growth in March and Q1.
Sheng Hui pointed out that the Q2 operating outlook is optimistic, anticipating that AI application demand will continue to spill over, significantly increasing investment in the semiconductor and electronics industry chains, creating long-term growth opportunities.
Peng Yi's March revenue was NT$1.07 billion, up 70% month-on-month and 65% year-on-year. Accumulated Q1 revenue was NT$2.342 billion, an increase of 8.95% year-on-year. Peng Yi stated that the strengthened pull demand for high-purity chemical supply and distribution system equipment orders was the main driving force behind the revenue growth in March and Q1.
Peng Yi indicated that the Q2 operating outlook is cautiously optimistic. With the continued development of AI, high-performance computing, and advanced packaging applications, coupled with global policy support for localized semiconductor manufacturing, business order intake will be favorable.
Rui Ze's March revenue was NT$150 million, a decrease of 11.58% year-on-year. Rui Ze stated that this was mainly due to the gas main system orders not yet significantly contributing to revenue, and revenue recognition is expected to gradually commence by the end of Q2.
Rui Ze pointed out that driven by the booming gas main system and secondary piping engineering businesses, Q1 revenue reached NT$540 million, a 7.98% year-on-year increase, setting a new record for the same period in history. The Q2 operating outlook is cautiously optimistic. (Editor: Yang Lanxuan) 1150410
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- Source: CNA (Central News Agency)
- Category: 財經