Core Insights - The company reported a revenue of 13.038 billion yuan for the first half of 2025, marking a year-on-year increase of 17.67% and a net profit attributable to shareholders of 412 million yuan, up 27.72% year-on-year [2] - In Q2 2025, the company achieved a record high quarterly revenue of 6.946 billion yuan and a net profit of 311 million yuan, demonstrating strong growth momentum and operational resilience [2] Business Expansion - In the first half of 2025, the global semiconductor market exhibited "technology-driven growth with increasing regional differentiation," which the company capitalized on by enhancing market share in mobile, home appliance, and automotive sectors [3] - The company became a strategic partner for several key clients in hot consumer electronics areas such as WiFi, Bluetooth, and MiniLED TV display drivers, while solidifying its collaboration with mobile terminal SOC clients [3] - The strong performance of major client AMD, particularly in data center, client, and gaming businesses, provided robust support for the company's revenue growth [3] Capacity and R&D Developments - The company invested 756 million yuan in R&D during the first half of 2025, a 12.43% increase year-on-year, achieving significant progress in large-size FCBGA development and breakthroughs in optical-electrical packaging technology [5] - The company successfully expanded production capacity in response to the growing demand for AI, high-performance computing products, and automotive driving chips, while onboarding multiple new clients [4] - The company is advancing its Nantong 2D+ advanced packaging upgrade project and the transformation of the Tongfu Tongke testing center, enhancing its international operational resilience [6]