【豪投】两家PCB上市公司宣布新投资

Group 1: Capital Expenditure and Growth Strategy - Company Xinxing announced an increase in capital expenditure by over 6 billion NTD, raising the budget for 2026 from 19.4 billion NTD to approximately 25.4 billion NTD, marking a 30.93% increase [1][3] - The adjustment in capital expenditure is aimed at meeting the growing orders from large cloud service providers (CSPs) and includes plans for new facilities and enhanced processing capabilities [3] - Xinxing has become a major supplier of substrates for the world's four largest CSPs and has completed capacity layout and certification for AI ASIC and GPU clients, with production capacity nearly fully booked [3] Group 2: Financial Performance and Shareholder Actions - Xinxing reported a consolidated revenue of 11.541 billion NTD in November, a month-on-month increase of 1.89% and a year-on-year increase of 20.43%, reaching a 36-month high [4] - For the first eleven months, the revenue totaled 119.419 billion NTD, a year-on-year increase of 12.6%, surpassing the previous year's total [4] - Major shareholder UMC plans to participate in Xinxing's cash capital increase at a subscription price of 116 NTD per share, representing a 45% discount from the market price [4]