Surge in AI Inspection Equipment Demand: Posiflex’s November Performance Sets New Record, IPC Stock King Battle Begins

 

Source: AI檢測設備需求爆發,振樺電11月業績刷新紀錄,IPC股王爭霸戰開打


Original News Issued Date: 09 December 2024

 

What to learn from this article:

  • Posiflex Technology saw a sharp rise in November revenue driven by semiconductor AI inspection equipment shipments."
  • "Posiflex's Embedded Foundry now contributes significantly to revenue, driven by growth from U.S.-based semiconductor AI customers."
  • "Posiflex’s stock price surged in just one month, now competing with Advantech for the title of 'King of IPC Stocks'."

Shipments of semiconductor AI inspection equipment have surged, propelling Posiflex Technology to a sharp increase in November revenue. The company's self-reported consolidated revenue for the month reached NT$1.706 billion (US$52.47 million), representing a 33.17% month-on-month increase and a 110% year-on-year growth, setting a new record.

 

For the first 11 months of the year, Posiflex's cumulative consolidated revenue reached NT$11.988 billion (US$368.71 million), reflecting an annual growth rate of 32.21% and also marking an all-time high. This year has been a standout success for the company's operations.

 

It is reported that while AI servers are transitioning between old and new models, Posiflex is seeing simultaneous demand growth for both. This dual demand has kept the company’s fourth-quarter performance robust, with November revenue surpassing NT$1.7 billion (US$52.29 million), exceeding market expectations.

 

Driven by significant growth in the semiconductor AI inspection equipment business from its U.S.-based customers, Posiflex's Embedded Foundry (Industry IoT R&D Center) now contributes an estimated 60–70% of the company’s revenue, significantly outpacing its online-to-offline (O2O) integrated solutions business. With a substantial increase in revenue scale during the fourth quarter, combined with stable and high gross margins, the company is well-positioned to achieve record-breaking quarterly and annual profits.

 

Furthermore, with AI infrastructure anticipated to become a mainstream trend in the technology industry, Posiflex remains optimistic about its growth prospects for the year ahead.

 

Posiflex's stock price has demonstrated strong momentum recently, climbing from NT$203 (US$6.24) in early November to surpass the NT$300 (US$9.23) threshold within a month. On Monday, December 9th, buoyed by positive performance news, the stock opened strong and surged to NT$357 (US$10.99), marking an increase of over 6.5% and setting a new all-time high. Posiflex is now competing with Advantech for the title of "King of IPC Stocks.” However, after reaching its peak, there was a brief down-curve in the stock price due to stockholders cashing in for profit.



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Acqutek specializes in supporting our customers with industrial-grade computers from Taiwanese manufacturers.

If you need assistance, please feel free to send us your request!