群创回应市场传言

Core Viewpoint - Recent reports indicate that Innolux's Nanke Plant 5 will be taken over by semiconductor packaging and testing company ASE, with plans to close the plant within this year. Other facilities, including Innolux's Nanke Plant 2 and T1 Plant in Zhunan Science Park, are also targeted for sale in the next phase [2][3]. Group 1 - Innolux has stated that it does not comment on market rumors and that official information should be relied upon [2]. - The company is focusing on its core business and transformation, aiming to optimize production configuration and enhance overall operational efficiency [2]. - ASE has responded to the acquisition rumors, labeling them as media speculation and urging reliance on official announcements [3]. Group 2 - There were previous indications that Innolux's Nanke Plant 5 was set to close by mid-2026, but recent industry news suggests this timeline may be moved up to May of this year [3]. - Micron was initially interested in acquiring Innolux's Nanke Plant 5, but after completing its capacity layout with the acquisition of Powerchip's Gongliao Plant, the urgency for further acquisitions has decreased, allowing space for other potential buyers [3]. - Innolux reported a revenue of NT$22.14 billion (approximately RMB 4.82 billion) in January, marking a nearly four-year high with a month-on-month increase of 3.27% and a year-on-year increase of 18.6%. The net profit after tax was NT$442 million (approximately RMB 96 million), representing a 46-fold year-on-year increase [3].