Semiconductor equipment manufacturer Chison achieved a record Q2 revenue with 209% year-over-year profit growth and EPS of 4.14 yuan, boosting its H1 EPS to 7.16 yuan. The company benefits from strong demand in the AI and high-performance computing markets, with orders reportedly booked through 2027.
Advanced packaging and PCB demand for AI/HPC is driving multi-year order backlogs for equipment suppliers, indicating sustained infrastructure buildout.