Bojay: This year's orders for AI server-related testing equipment are expected to be relatively optimistic

Bojay stated during an institutional research meeting on October 14 that based on the demands of N customers and other clients, the orders for AI server-related testing equipment are expected to be optimistic this year; the growth of automotive electronics orders is also rapid, and orders have already been formed for delivery; orders in the 3C field are relatively stable; the MLCC industry has been recovering since last year, and customer procurement is in a relatively strong state, with overall rapid growth in orders for MLCC equipment; additionally, in the semiconductor field, the revenue from dicing equipment has also seen rapid growth from internal business, although the scale is small and the overall proportion is not large