Chuang Chien Q2 EPS 27.7 yuan Single Quarter Profit Exceeds Annual Total Half-Year EPS 46.63 yuan New High

Chuang Chien (2451-TW) released its second-quarter financial report today (23), with after-tax net profit reaching 11.9 billion yuan, a 46.5% increase over the previous quarter. The single-quarter earnings per share (EPS) was 27.70 yuan, significantly surpassing the total annual earnings of previous years. The cumulative revenue for the first half of the year reached 32.44 billion yuan, more than doubling last year's total annual revenue. The EPS for the first half of the year was 46.63 yuan, setting a new semi-annual historical high record since the company's establishment.

Chuang Chien's second-quarter revenue was 18.82 billion yuan, a 38.1% increase over the previous quarter and a 482.4% increase year-over-year. The gross margin was 77.0%, a 0.6 percentage point increase over the previous quarter and a 42.7 percentage point increase year-over-year. Operating profit was 14.13 billion yuan, a 44.4% increase over the previous quarter and a 1712.2% increase year-over-year. Operating margin was 75.1%, a 3.3 percentage point increase over the previous quarter and a 51.0 percentage point increase year-over-year. After-tax net profit was 11.9 billion yuan, a 46.5% increase over the previous quarter and a 2727.6% increase year-over-year, with EPS at 27.70 yuan.

Chuang Chien's cumulative revenue for the first half of the year was 32.44 billion yuan, a 422.2% increase year-over-year. Gross margin was 76.8%, a 45.1 percentage point increase year-over-year. Operating profit was 23.91 billion yuan, a 1798.2% increase year-over-year. Operating margin was 73.7%, a 53.4 percentage point increase year-over-year. After-tax net profit was 20.02 billion yuan, a 2420.9% increase year-over-year, with EPS at 46.63 yuan.

Chuang Chien stated that the memory market in the second quarter was still affected by AI production capacity squeeze and upstream supply tightness, with prices continuing to rise. Demand for enterprise servers, industrial automation, and high-performance computing remained robust, driving customers to pull forward orders to secure inventory.

Chuang Chien continues to deepen its roots in the industrial control application market, providing high-quality services to enhance customer stickiness. Through flexible supply chain and inventory management, it maintains good delivery flexibility and market competitiveness, driving overall operations to demonstrate strong growth momentum, with outstanding performance.

Looking ahead to the second half of the year, Chuang Chien pointed out that with the flourishing of edge computing applications such as robots, electric vehicles, and AI PCs, the demand for high-capacity and high-stability storage modules will remain robust. Chuang Chien will continue to optimize its product portfolio, launching next-generation 218-layer 3D NAND solid-state drives and memory cards using the BiCS8 architecture, as well as embedded lens modules. Leveraging its strong pricing and supply chain competitiveness, it will strive to achieve the best annual profit performance.