AI Boom Drives Jun Hao's Q2 Profit Up 4.58 Times

Taiwanese semiconductor equipment maker Jun Hao (5443) and its subsidiary Jun Hwa (6640) announced robust second-quarter financial results, with Jun Hao experiencing a dramatic profit surge attributed to the booming demand for AI-related equipment.

Jun Hao reported a consolidated revenue of 1.144 billion NT dollars in the second quarter, an increase of 11.28% from the previous quarter, though down 12.8% year-on-year. The company's net profit soared by an impressive 458% quarter-on-quarter to 173 million NT dollars, resulting in earnings per share of 1.08 NT dollars. For the first half of the year, Jun Hao's revenue reached 2.172 billion NT dollars, a slight increase of 1.31% year-on-year, while net profit decreased by 17.4% to 204 million NT dollars, with earnings per share at 1.27 NT dollars.

The company's strategic shift towards the semiconductor equipment market has proven successful, with semiconductor equipment revenue accounting for 79% in 2025 and rising to 87% in the first quarter of this year, boosting its gross profit margin. Meanwhile, subsidiary Jun Hwa posted second-quarter consolidated revenue of 822 million NT dollars, a 11.5% increase year-on-year, with net profit at 123 million NT dollars, up 25.5% year-on-year, translating to earnings per share of 4.33 NT dollars.

Jun Hwa's general manager, Shih Tun-chih, expressed optimism for the current year, citing aggressive expansion plans from clients and order visibility extending to the second quarter of next year. He anticipates that die bonders will become a significant revenue contributor, potentially exceeding 50% of the total next year or in 2028, balancing evenly with sorters. This strong performance underscores the positive impact of the AI sector on Taiwan's crucial technology manufacturing industry.