TAIPEI – AblePrint Technology Co (APT), a leading provider of key equipment for advanced chip packaging, has announced it anticipates revenue growth of up to 30 percent annually, fueled by soaring demand for artificial intelligence (AI) products. This optimistic forecast comes despite recent market concerns about a potential slowdown in the AI sector. APT's confidence stems from strong order books and positive feedback from major clients, including Taiwan Semiconductor Manufacturing Co (TSMC), Intel Corp, and Samsung Electronics Inc.
TSMC recently reassured investors that AI demand remains robust, a sentiment echoed by APT. The company projects revenue growth of 20 to 30 percent this year, citing sustained customer orders with no signs of scaling back. Approximately 80 percent of APT's revenue originates from advanced equipment, particularly those crucial for chip-on-wafer-on-substrate (CoWoS) packaging technology.
Last year, APT saw a remarkable 51 percent year-on-year surge in revenue, reaching NT$1.8 billion (US$54.57 million), driven by the burgeoning demand for advanced chip packaging. This growth occurred even as TSMC more than doubled its CoWoS capacity, struggling to keep pace with the demand from Nvidia Corp and other AI chip manufacturers.
APT specializes in providing burn-in ovens and related technologies that address critical manufacturing challenges faced by chipmakers. These solutions tackle issues ranging from void elimination and void-free soldering to package warpage suppression. As next-generation chips adopt increasingly advanced and complex technologies, these challenges become even more pronounced, further driving demand for APT’s solutions.
Looking beyond Taiwan and the US, APT chairman Auger Horng highlighted the increasing number of advanced chip packaging lines being built in China. These efforts aim to meet the growing demand for AI chips, particularly as Chinese manufacturers seek to overcome technological hurdles. While US semiconductor export restrictions limit China’s access to advanced AI chips, the recent emergence of DeepSeek’s low-cost chatbot has generated excitement. Horng suggests that DeepSeek’s success in developing a generative AI model comparable to ChatGPT through algorithm optimization, effectively using software to compensate for limited computational power, could pave the way for China to establish its own AI supply chain. This development could accelerate the adoption of advanced chip packaging technologies, including wafer-level packaging, chiplet, and panel-level packaging, creating new opportunities for APT.
Financially, APT has demonstrated strong performance. During the first three quarters of last year, the company's net profit increased by 24.5 percent to NT$607.62 million, compared to NT$497.9 million during the same period in 2022. Earnings per share also rose from NT$29.49 to NT$30.28.
APT is scheduled to debut on the Taipei Exchange on February 26, with a tentative public offering price of NT$1,250 per share. Taishin Securities Investment Advisory Co is underwriting the share offering. With its strategic focus on advanced chip packaging and its strong position in the AI supply chain, APT is well-poised to capitalize on the continued growth of the AI market.
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