Sun and Moonlight Project Control received advanced tests in July, but there is still an impact on the appreciation of the exchange rate

Semiconductor sealing testing factory Sun and Moonlight Investment Holdings announced this afternoon that it will receive NT$51.542 billion in July, a monthly increase of 4.1% and a year decrease of 0.1%. If priced in US dollars, Investment Holdings will receive NT$1.769 billion in July, a monthly increase of 6.5% and a year increase of 11.2%.
In July, packaging test and materials (ATM) investment was RMB 31.783 billion, a monthly increase of 3.6% and an annual increase of 15.8%. In July, it still benefited from the demand for advanced packaging of artificial intelligence (AI) and high-performance computing (HPC) chips, but the overall revenue was still affected by the appreciation variable of the NT$ exchange rate.
The accumulated total of RMB 350.445 billion in the first seven months of the calculation, which is 7.95% higher than the same period in 2024.
Looking forward to the third quarter operation, the legal representative meeting of Sun and Moonlight Investment Control at the end of July estimated that if the US dollar exchange rate of NT$29.2 is roughly estimated at USD 29.2 yuan and priced at USD, the combined investment control combined investment and investment control combined investment and investment and investment increase by 12% to 14% in the third quarter. If the combined investment and investment and investment and investment, the combined investment and investment and investment increase by NT$14% in the third quarter. If the combined investment and investment and investment, the combined investment and investment and investment increase by NT$6% to 8% in the third quarter.
From the packaging test and materials, Sun and Moonlight Project Control estimates that if the price is in US dollars, the ATM business will increase by 9% to 11% in the third quarter. If the price is in New Taiwan Coins, the ATM business will increase by 3% to 5% in the third quarter.
Sun and Moonlight estimates that the growth rate of testing this year will increase by two times compared with the growth rate of packaging industry. At the end of this year, the proportion of testing performance in the investment and control packaging testing materials industry will increase to nearly 20%, mainly due to the leading test customer demand trend.