投资4900万美元，台光电子宣布在美国扩产

Group 1 - The core investment of $49 million by the company in its wholly-owned subsidiary Arlon EMD in California aims to expand production capabilities and enhance product offerings in North America, with operations expected to start by the end of 2026 [2] - The investment will include the installation of advanced laminating machines and automation equipment, which will improve production efficiency and quality control to meet increasing customer demand [2] - The company has a global capacity expansion plan, with a projected 33% increase in total capacity by 2025 through expansions in China and Malaysia, followed by an additional nearly 30% increase in capacity by 2026 [2] Group 2 - The company, established in 1992, has become the largest halogen-free substrate supplier globally since 2013, maintaining a leading position in the market through continuous development of high-quality halogen-free products [3] - The company holds over 250 global patents and has achieved technological leadership in various applications, including smartphones, AI, supercomputers, cloud data centers, 5G networks, electric vehicles, and autonomous driving [3] - In Q2 2025, the company reported revenues of NT$22.508 billion, a gross margin of 30.34%, and a net profit after tax of NT$3.478 billion, reflecting a year-on-year increase of 42.78% [3]