精智达签订13.11亿元半导体测试设备销售合同

Core Viewpoint - The company, Jingzhida (688627), has signed a significant contract worth 1.311 billion yuan for semiconductor testing equipment, which is expected to positively impact future operating performance if fulfilled successfully [1] Group 1: Contract and Financial Impact - The contract signed by the company's subsidiary, Hefei Jingzhida Integrated Circuit Technology Co., Ltd., involves semiconductor testing equipment and related fixtures [1] - The customer involved in the contract has a good credit standing and performance capability, indicating a low risk of default [1] - The company anticipates that successful execution of this contract will lead to a positive influence on its operating results in the coming years [1] Group 2: Business Performance and Orders - In a recent investor meeting, the company highlighted two major semiconductor orders for 2025, amounting to 322 million yuan and 323 million yuan respectively [1] - The company's semiconductor business showed remarkable performance in the first three quarters of 2025, generating revenue of 423 million yuan, a significant year-on-year increase of 220.50% [1] Group 3: Technological Advancements and Market Position - The company has achieved a significant breakthrough with its ASIC chips for testing machines, which are now applied in high-speed FT testing machines and upgraded CP testing machines [2] - The company has completed the comprehensive layout of major semiconductor storage testing equipment, enabling it to provide systematic solutions and demonstrating strong competitive advantages [2] - The company is focusing on long-term strategic technology reserves for SoC testing machines, aiming to provide complete solutions for high-performance computing chips in the AI era [2] Group 4: Market Outlook and Industry Trends - The company expects the semiconductor testing equipment market to expand rapidly due to diverse new demands driven by technological iterations and product innovations [3] - International manufacturers are increasing their production capacity in response to industry expansion trends, which the company is also aligning with by optimizing capacity and accelerating strategic layout [3] - The company expresses confidence in its future development, positioning itself as a foundational player in the AI era's semiconductor testing equipment market [3]