FHEC(SH:688362)2024-07-18 10:12Group 1: Company Performance - In the first half of 2024, the company achieved significant revenue growth, primarily due to the recovery in demand from certain customer sectors and successful new customer acquisition [1][2] - The semiconductor industry's inventory destocking phase is gradually ending, leading to a recovery in downstream customer demand [2] - The company has optimized its customer structure, with successful expansion into new clients, particularly leading design firms in Taiwan [2] Group 2: Operational Efficiency - The company's current utilization rate is relatively high, with the second quarter showing continued positive operational performance [3] - The company maintains a strong focus on high-end packaging services, responding quickly to customer needs and deepening cooperation with existing clients [2][3] Group 3: Market Trends and Strategy - Revenue from the IoT sector has performed well, while the automotive and computing sectors are growing rapidly despite their current low market share [3] - The company believes that pricing trends will improve as the semiconductor industry recovers, and it aims to avoid low-price competition by focusing on high-end product positioning [3][4] - The company is committed to advancing its R&D investments and expanding its production lines for mature technologies while actively developing advanced packaging solutions [4]