Changes in Hong Kong stocks | Chipboard Micropack (09630) rose more than 7%, orders for high-end PCB equipment were delivered, and advanced packaging is expected to grow in volume

The Zhitong Finance App learned that Chipboard Micropack (09630) increased by more than 7%. As of press release, it rose 7.69% to HK$383.8, with a turnover of HK$132 million.

According to the news, Cheng Zhuo, chairman of Chipboard Micropack, recently stated at the semi-annual results meeting that, driven by demand for AI servers, high-speed optical modules, etc., there are plenty of orders on hand for Chipboard Micropack. Cheng Zhuo said that the company's high-end PCB products (HDI, high-multi-layer, IC carrier boards/carrier boards) are fully scheduled, the production capacity of the superimposed phase II base will be fully released in the second half of the year, and the first and second phases will operate collaboratively. The company will continue to ensure faster delivery of on-hand orders by expanding production and improving efficiency.

Guojin Securities previously pointed out that the second phase of the 25Q3 base entered production capacity climbing phase at 26H1. The overall design capacity reached more than double that of the first phase, locked in long-term core optical and motion control components ahead of schedule, and maintained a high level of capacity utilization throughout the entire cycle in the first half of the year. In addition, the company's WLP2000 wafer-level direct writing lithography equipment has been supplied in batches to leading domestic sealing and testing companies. It has passed the reliability verification of the leading manufacturer's CoWoS-L production line and obtained repeated batch orders.