With the successive opening of new production capacity of various fabs, coupled with the complex production of advanced processes and the increase in sites, the demand for recycled wafers has been boosted, and Sunshine Semi (8028-TW) In response to customer orders, the new production capacity of Taichung Zhonggang Plant will be opened in August and September, driving the 12-inch production capacity to increase by 25% compared with the existing one, which is expected to significantly contribute to revenue. Revenue will jump, rewrite new highs, and record new records in a single month, and the fourth quarter is expected to be even better.
Sunsun currently has a monthly production capacity of 380,000 12-inch recycled wafers, which is the largest in Taiwan. Last year, it spent 7.2 billion yuan. It entered the Taichung Hong Kong Science and Technology Industrial Park to set up a factory, becoming the world’s first automatic and intelligent recycled wafer factory. It is expected that the new production capacity will be opened in two phases, among which, the target expansion this year is 80,000 to 100,000 pieces.
The legal person is optimistic. Although Sunshine Ban was affected by the epidemic in the second quarter, with the relaxation of the quarantine policy and the deployment of manpower, employees have returned to work one following another. The overall production situation is better than expected, and the overall revenue is expected to maintain a record high in the first quarter. Performance.
In the second half of the year, with the new production capacity of tens of thousands of pieces, the company’s revenue will grow significantly, showing a record high quarter by quarter, and the annual operation will also rewrite the historical high.
As for the wafer thinning business, the power semiconductor market continues to be in short supply, and in the era of high freight, customers prefer to carry out front and back coating and electrical testing projects in the same factory. Pole body, MOSFET and other automotive layouts.
