Lien Chang Investment Holdings: Deploying Humanoid Robots and Silicon Photonics for Military Applications

(CNA, Taipei, June 30) Lien Chang Investment Holdings Chairman Huang Kuo-hsin stated today that in addition to consolidating its existing automotive products, the holding company is actively deploying three key modules for humanoid robots and Micro LED applications in silicon photonics, while also actively planning for military applications and obtaining certifications.

Looking ahead to this year's operations, Lien Chang Investment Holdings estimates that overall performance can grow by double-digit percentages compared to 2025. Profitability in the second quarter is expected to increase significantly compared to the first quarter, and gross margin growth is anticipated this year.

Lien Chang Investment Holdings held an investor conference this afternoon. Huang Kuo-hsin pointed out that the company continues to deeply cultivate fields such as automotive optoelectronics, AI smart city applications, Mini LED displays, creative catering, humanoid robots, and Micro LED optical communications. Furthermore, based on its automotive products, Lien Chang Investment Holdings will follow the demands of its major American automotive clients to advance into military applications and obtain relevant certifications.

Regarding the deployment of Cayman EOI US under the holding company, Huang Kuo-hsin stated that Cayman EOI US has raised US$20 million in pre-IPO fundraising, which is expected to be completed by the end of July, with plans for a US listing in the future.

Concerning the plant in Mexico, Huang Kuo-hsin indicated that mass production is expected to commence in the second half of this year. Initially, the Mexican plant will have a capacity of 18 production lines, with the potential to expand to 45 production lines in the future.

Lien Chang Investment Holdings General Manager Huang Fang-yu explained that the first phase of the Mexican plant can achieve a production value of US$200 million and is projected to be fully utilized by 2028. The second phase is planned for construction in 2029, and after expansion, the total production value could reach US$500 million.

Huang Kuo-hsin pointed out that the US company plans to deploy orders for electronic component control modules (ECUs) required for automotive and artificial intelligence (AI) robots.

Huang Fang-yu elaborated that Lien Chang Investment Holdings can transform "light" into the "eyes of machines." Some automotive manufacturers and automotive lighting suppliers have inquired with Lien Chang Investment Holdings about robot-related application deployments. Lien Chang Investment Holdings is currently focusing on three key robot modules: visual lighting, MCU control, and intelligent sensors. Leveraging the geographical advantages of the Mexican plant, the goal is to complete new customer factory inspections and prototype sampling before the end of this year.

Regarding Taiwan Lien Chang Optoelectronics, Huang Kuo-hsin stated that the company plans to transition from Mini LED to Micro LED, becoming a professional manufacturer of Micro LED mass transfer and packaging modules, fully investing in two major application areas of Micro LED: LED displays and silicon photonics. He estimates that Lien Chang Optoelectronics' Micro LED products for CPO applications will enter the certification phase as early as 2027 and begin mass production as early as 2028.

Regarding the deployment of Jiayuan Company, Huang Kuo-hsin mentioned that its main business is to obtain project bids, focusing on traffic lights/streetlights/smart poles and AI smart city applications. It has launched AI traffic lights to participate in Taiwan's smart city development and is involved in the integration of fully autonomous electric bus systems. Additionally, Jiayuan continues to deepen its cooperation with Lucent in the United States and is actively working to become part of HP's supply chain.

According to information, Lien Chang Optoelectronics will transform into an investment holding company in mid-August 2025. It currently has four main operating companies under its umbrella: Cayman EOI US, Taiwan Lien Chang Optoelectronics, Jiayuan, and Extreme Catering.

Approximately 80% of Lien Chang Investment Holdings' business is concentrated in the North American market. In the first five months of this year, revenue from automotive lighting applications accounted for about 91%, green energy products accounted for about 4%, and other areas include industrial applications and smart engineering. In the first five months, Lien Chang Investment Holdings' consolidated revenue was NT$2.98 billion, a year-on-year increase of 27%. (Editor: Yang Lan-hsuan) 1150630

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