The chip inflation wave is spreading, and Morgan Stanley expects that "backend testing and packaging factories" will raise prices in 2026, marking the first increase since the pandemic

Morgan Stanley warned that the strong demand for AI semiconductors is severely squeezing packaging and testing capacity, forcing backend manufacturers to have stronger bargaining power. Influenced by three major factors, the price of advanced packaging is expected to rise by 5-10% in 2026, marking the first price upcycle since the chip shortage during the COVID-19 pandemic. Leading manufacturers in Taiwan, ASE and KYEC, will spearhead this price increase

JCET rose 2.3%, with a year-on-year net profit growth of 5.7% in the third quarter

Shenzhen Inovance Technology Co.,Ltd Reports Earnings Results for the Nine Months Ended September 30, 2025

Shenzhen Inovance Technology Co., Ltd reported its earnings for the nine months ending September 30, 2025. The company achieved sales of CNY 31,662.61 million, up from CNY 25,397.42 million the previous year. Net income rose to CNY 4,254.13 million from CNY 3,353.83 million. Basic earnings per share increased to CNY 1.58 from CNY 1.25, while diluted earnings per share also rose to CNY 1.57 from CNY 1.25.

JCET released its performance for the first three quarters, with a net profit attributable to the parent company of 954 million yuan, a year-on-year decrease of 11.39%

According to the Zhitong Finance APP, JCET disclosed its third-quarter report for 2025. The company achieved a revenue of 28.669 billion yuan in the first three quarters, a year-on-year increase of 14.78%; the net profit attributable to shareholders of the listed company was 954 million yuan, a year-on-year decrease of 11.39%; the net profit excluding non-recurring gains and losses was 784 million yuan, a year-on-year decrease of 23.25%; the basic earnings per share were 0.53 yuan

JCET Group reports record Q3 revenue of RMB 10.06 billion, profit before tax up 29.3% YoY. #financialresults #JCETGroup

On October 23, 2025, JCET Group, a prominent global provider of IC back-end manufacturing and technology services, announced its financial performance for the third quarter of 2025. The company disclosed a notable Q3 revenue figure of RMB 10.06 billion, marking a record high for this period.