Electronic Equipment and Instruments

USISH

USISH released FY2026 Q1 earnings on April 28 After-Market (BJT), actual revenue CNY 13.35 B (forecast CNY 13.83 B), actual EPS CNY 0.18 (forecast CNY 0.1506)

USISH to Release FY2026 Q1 Earnings on April 29 After-Market (BJT), Forecast Revenue CNY 13.83 B, EPS CNY 0.1506

USISH to Release FY2025 Annual Earnings on April 4 During-Market (BJT), Forecast Revenue CNY 60.44 B, EPS CNY 0.7746

USISH released FY2025 Q4 earnings on February 5 During-Market (BJT), actual revenue CNY 15.55 B (forecast CNY 16.62 B), actual EPS CNY 0.2575 (forecast CNY 0.2061)

USISH released FY2025 annual earnings on February 5 During-Market (BJT), actual revenue CNY 59.2 B (forecast CNY 60.44 B), actual EPS CNY 0.84 (forecast CNY 0.7746)

USISH released FY2025 Q3 earnings on October 28 Pre-Market (BJT), actual revenue CNY 16.43 B (forecast CNY 16.64 B), actual EPS CNY 0.278 (forecast CNY 0.2415)

USISH released FY2025 9 Months Earnings on October 28 Pre-Market (BJT), actual revenue CNY 43.64 B, actual EPS CNY 0.5679

USISH to Release FY2025 Q3 Earnings on October 29 Pre-Market (BJT), Forecast Revenue CNY 16.64 B, EPS CNY 0.2415

USISH to Release FY2025 Semi-Annual Earnings on August 27, 2025 (BJT)

Unimicron Reports 8.81% YoY Revenue Drop in July 2025

USISH released FY2025 Q2 earnings on July 28 After-Market (BJT), actual revenue CNY 13.57 B (forecast CNY 13.05 B), actual EPS CNY 0.1398 (forecast CNY 0.1509)

USISH released FY2025 Semi-Annual Earnings on July 28 After-Market (BJT), Actual Revenue: CNY 27.21 B, Actual EPS: CNY 0.29

Unimicron Announces June 2025 Combined Revenue Fell 1.23% YoY

Unimicron Receives AA ESG Rating

Unisem Delivers AI Edge Computing Server Platform Project

Uni-Electronics Subsidiaries Sell Land to Holding Company

Unisem's May 2025 Consolidated Revenue Down 6.56% YoY

Unimicron Secures Order for Smart Glasses Module

Huachuang Securities Gives Strong Recommendation to U-Sense Electronics

Unimicron's Revenue in April 2025 was 4.641 Billion Yuan

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588170

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159546

FTXL

Global packaging and testing leader ASE Technology Holding is going all out for the AI wave. CEO Eddie Wu disclosed that the company will break ground on six new factories globally this year, with construction scale set to reach a historical high in 2026; the initially planned capital expenditure of $7 billion still has room for upward revision. Furthermore, the company confirmed that Co-Packaged Optics (CPO) technology will officially begin mass production this year

- Global semiconductor packaging giant ASE Holdings is undertaking its largest capacity expansion to date, with plans to build six new factories this year.  
- The company has set a capital expenditure of $7 billion, which may increase based on strong demand, and will initiate mass production of Co-Packaged Optics (CPO) this year.  
- ASE’s CEO highlighted that the hardware manufacturing capacity is a critical bottleneck amid the AI industry's rapid growth, and the expansion will enable the company to better respond to market needs.

Wallstreetcn

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

SUNLIGHT HLDGS

Guotai CSI Semiconductor Material Equipment Theme ETF

Guotai CSI All Share Integrated Circuit ETF

First Trust Nasdaq Food & Semicon

ASE Technology Holding Initiates Largest Production Expansion in History: Six New Factories to Launch This Year, CPO to Simultaneously Enter Mass Production

SOXX

ASE Technology Holding Co., Ltd. Announces Monthly Net Revenues* | ASX Stock News

StockTitan

VanEck Semiconductor ETF

SPDR S&P Semicon

Invesco Semiconductors ETF

iShares Semiconductor ETF

Advanced Semiconductor Engineering

ASE Technology Holding Co., Ltd. Announces Monthly Net Revenues* | ASX Stock News

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300757

300570

In the morning session, the CPO sector strengthened again, with TFC, Focuslight, Zesum, and T&S rising over 10%, continuing to set historical highs. USISH, AFR, RoboTechnik, and JEPET also followed suit. The non-ferrous tungsten concept continued its strong performance, with ZY-Tungsten hitting the daily limit, and Xianglu Tungsten, CHINATUNGSTEN HIGHTECH, and XTC also rising

RoboTechnik

CHINATUNGSTEN HIGHTECH

ZY-Tungsten

Xianglu Tungsten

Focuslight

ChiNext

Zesum

Harvest CNI Communication ETF

ChinaAMC CSI 5G Communication ETF

Guotai CSI All Share Communications Equipment ETF

Tianhong CSI Computer Theme ETF

E Fund CSI Telecom Thematic ETF

GF Fund CNI Communication ETF

The ChiNext rose over 1%, computing hardware stocks surged, CPO exploded, the Hang Seng Index fell over 1%, NetEase dropped 5%, and the offshore RMB broke through the 6.9 mark

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JP Morgan listed the companies affected by the appreciation of the RMB on the earnings of Chinese stocks, indicating that a 5% appreciation of the RMB against the USD will negatively impact the net profits of several companies. The affected companies include SHENZHOU INTL, Super Ocean International, SMIC, USISH, COWELL, Longi Green Energy, SINOCERA MATERIAL, Zhejiang Dingli, Sany, XCMG, WUXI BIO, WUXI XDC, Jereh Holdings, and Sinopec Oilfield Service, with an expected impact range of 7% to 15%

AASTOCKS

SMIC

A BOS RMB MM-R

SHENZHOU INTL

Sany

A BOS RMB MM

WUXI XDC

Sinocera

A VP RMB MM

WUXI BIO

COWELL

XCMG

JP Morgan lists the Chinese stocks that are most negatively impacted by the appreciation of the RMB (Table)

ASE Technology Holding Co announced a record capital expenditure of US$7 billion for 2023, a 27% increase from last year, to meet rising demand for AI applications and recovery in non-AI sectors. Two-thirds of the budget will focus on advanced packaging services. ASE expects LEAP services revenue to double to US$3.2 billion. Despite a projected 5-7% revenue decline this quarter, ASE's net profit surged 58% last quarter, reaching NT$14.71 billion, with a gross margin improvement to 24-25%.

Taipei Times

ASE increases capital spending to record US$7bn

ASE Technology Holding Co., Ltd. reported its unaudited financial results for Q4 and the full year of 2025. Q4 net revenues reached NT$177,915 million, a 9.6% increase year-over-year, with net income of NT$14,713 million. For the full year, revenues totaled NT$645,388 million, up 8.4% from 2024, with net income of NT$40,658 million. Basic earnings per share for Q4 were NT$3.37, and NT$9.37 for the full year. The company saw growth in packaging and testing operations, while EMS revenues declined slightly.

ASE Technology Holding Co., Ltd. Reports Its Unaudited Consolidated Financial Results for the Fourth Quarter and the Full Year of 2025 | ASX Stock News

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A-share computing hardware stocks fluctuated and strengthened, with USISH hitting the daily limit in the afternoon, RoboTechnik, YUANJIE SEMICONDUCTOR, Zhongji Innolight, LianTe Technology, Shijia Photons, and Eoptolink all rising over 5%

YUANJIE SEMICONDUCTOR

Zhongji Innolight

Shijia Photons

Eoptolink

USISH(601231.SH)

ASE Technology Holding Initiates Largest Production Expansion in History: Six New Factories to Launch This Year, CPO to Simultaneously Enter Mass Production

ASE Technology Holding Co., Ltd. Announces Monthly Net Revenues* | ASX Stock News

The ChiNext rose over 1%, computing hardware stocks surged, CPO exploded, the Hang Seng Index fell over 1%, NetEase dropped 5%, and the offshore RMB broke through the 6.9 mark

JP Morgan lists the Chinese stocks that are most negatively impacted by the appreciation of the RMB (Table)

ASE increases capital spending to record US$7bn

ASE Technology Holding Co., Ltd. Reports Its Unaudited Consolidated Financial Results for the Fourth Quarter and the Full Year of 2025 | ASX Stock News

A-share computing hardware stocks fluctuated and strengthened, with USISH hitting the daily limit in the afternoon, RoboTechnik, YUANJIE SEMICONDUCTOR, Zhongji Innolight, LianTe Technology, Shijia Photons, and Eoptolink all rising over 5%