Semiconductor packaging and testing materials supplier Lichih reported June revenues reaching a new high for the year, with equity investee Mingjun Yuan officially consolidated from July 1. Analysts anticipate full-year combined revenues to achieve 20% to 30% year-on-year organic growth, fueled by demand in AI, high-performance computing (HPC), and advanced packaging.
Demand for advanced packaging materials remains robust, indicating continued tightness in the supply chain for critical AI compute and memory components.