华天科技持续推进先进封装技术研发

Core Viewpoint - The company, Huatians Technology, is focusing on advanced packaging technology development, targeting applications in AI, XPU, memory, and automotive electronics, which are expected to become new growth points for the company [1] Group 1: Company Performance - In 2024, Huatians Technology achieved operating revenue of 14.462 billion yuan, a year-on-year increase of 28% [1] - The net profit attributable to shareholders reached 616 million yuan, representing a year-on-year growth of 172.29% [1] - The increase in performance is attributed to a recovery in demand for electronic terminal products, leading to increased orders and improved capacity utilization [1] Group 2: Industry Trends - The global semiconductor market is entering a recovery phase in 2024, ending a downturn that began in the second half of 2022, driven by increased demand for computing and memory chips [2] - According to the Semiconductor Industry Association (SIA), global semiconductor sales are projected to reach 627.6 billion USD in 2024, a year-on-year increase of 19.1% [2] Group 3: Advanced Packaging Technology - Huatians Technology is actively exploring packaging technology and accelerating the layout of advanced packaging capacity [3] - The company has completed the construction and equipment debugging of the 2.5D production line and has achieved mass production of various advanced packaging technologies [3] - The company’s subsidiaries are officially operational, and the expansion of advanced packaging capacity is expected to enhance market competitiveness [3]