Highlights

Amidst the expansion of Taiwan's advanced semiconductor and packaging industry, Chunghwa Precision’s shipments have surged significantly. Chunghwa Precision’s projected revenue for June and Q2 2025 could reach historical highs. The company reported May 2025 revenues of 538 million NTD, surpassing previous records. The forecast indicates over 600 million NTD for June and over 1.6 billion NTD for Q2 2025, signaling unprecedented growth.

Sentiment Analysis

• The market sentiment surrounding Chunghwa Precision is positive, driven by impressive growth metrics and strategic expansions.
• Industry expansion and strong partnerships contribute to the optimistic view.
• Potential operational challenges in facility relocations may present concerns.

Article Text

As Taiwan's advanced semiconductor and packaging sectors experience significant expansion, companies such as TSMC and ASE are aggressively scaling their operations. Inline with this growth, Chunghwa Precision has reported outstanding financial performance, highlighted by May 2025 revenues hitting 538 million NTD, setting a new high for the same period in history. Analysts anticipate that the revenue for June will exceed 600 million NTD, continuing the trend of record-breaking figures.

Beyond monthly performance, Chunghwa Precision's Q2 revenue is projected to surpass 1.6 billion NTD, further solidifying the quarter as a historic peak for the company. Chunghwa Precision plays a vital role within TSMC's supply chain. For Q1 2025, the company achieved revenues of 1.555 billion NTD, a gross margin of 23.98%, and a net post-tax profit of 121 million NTD, equating to an earnings per share of 1.56 NTD.

In terms of capacity planning, Chunghwa Precision operates multiple facilities and is currently constructing a new Chunghwa headquarter facility in Zhongli, which spans 12,000 ping and is nearing completion. This strategic move involves consolidating operations by transferring equipment from its sold Yangmei facility to the new site before relocating operations currently held at its existing Zhongli plant. This strategic consolidation will enable more efficient operations and potentially increase production capacities significantly. The grand opening for the Zhongli headquarters is slated for October.

Key Insights Table