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Chang Guang September EPS Hits 0.86 TWD, Outpacing Q2 Earnings
Electronic Technology · Semiconductors · economic_daily · 2026-10-23
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ABF substrate equipment maker Chang Guang reported a surge in September profit, with monthly EPS of 0.86 TWD driven by peak shipments of high-end equipment.
What Happened
Earnings Performance: ABF substrate equipment supplier Chang Guang disclosed a September net profit of 68 million TWD, marking a 67-fold year-on-year increase. The monthly EPS of 0.86 TWD surpassed the company's total earnings for the entire second quarter.
Revenue Drivers: Monthly revenue reached 364 million TWD, representing a 219% year-on-year growth. Analysts note that the third quarter marks the peak for equipment installation and revenue recognition, setting the stage for a stronger second half compared to the first.
Market Demand: Driven by the sustained growth in AI substrate demand, Chang Guang has seen high-end equipment orders surge since late last year. The company reports that its production capacity for these high-end units is currently fully utilized.
Future Outlook: Revenue recognition is tied to the completion of client facilities and subsequent testing phases. With high-end products entering a major shipment cycle, the company remains optimistic about its overall performance for the remainder of the year.