Semiconductor crystal test factory Jingyuan Electronics held a board meeting today to decide to increase capital expenditure to 37 billion yuan this year, a year-on-year high. This is the second time that Jingyuan Electric has increased its capital...
Semiconductor crystal test factory Jingyuan Electronics held a board meeting today to decide to increase capital expenditure to 37 billion yuan this year, a year-on-year high. This is the second time that Jingyuan Electric has increased its capital expenditure this year. Jingyuan Electric pointed out that it mainly meets operational needs and provides capacity expansion needs.
Jingyuan Electric increased its capital expenditure once in early May this year, from the 2025 capital expenditure scale planned at the end of December 2024 to 26.966 billion yuan.
The Board of Directors of Jingyuan Electric also today passed the financial team personnel outbreak case. The former financial director Zhao Jing was transferred to president, and the former financial manager Zhou Wanfen was promoted to president, and jointly strengthened the governance quality and sustainable development layout.
In late May, the shareholders' meeting reported to shareholders' business. Jingyuan Electric revealed that in December 2024, Jingyuan Electric's artificial intelligence (AI) and high-performance computing (HPC) product revenue accounted for about 25%, and the combined revenue of advanced process products accounted for 33%.
Professional personnel analyzed that the wafer round process of AI processors or related special application chips (ASICs) is reduced to 3 nm or even 2 nm generations in a comprehensive process, and adopts advanced packaging such as CoWoS. Under conditions such as greatly improved chip density, increased power consumption, and integrated heterogeneous chips into mainstream, the error rate is becoming more and more serious, and the importance of testing cycle processes has been greatly improved.
Professionals pointed out that the delivery time of AI chip testing equipment and the length of factory construction pre-installation time, Jingyuan Electric decided to plan high-level testing capacity in advance, so it expanded the capital expenditure scale.
