Chinese OSAT earnings surge on AI packaging demand, but recurring profit tells a narrower story
Five listed Chinese outsourced semiconductor assembly and test providers reported first-half 2026 results in the last two weeks of August, showing net profit growth of up to 317%, yet the figures that strip out one-off items reveal a far more uneven recovery — one in which two companies are carrying most of the operating improvement, one is still losing money on its core business, and the sector's capital commitments now run well ahead of what it currently earns.
Read original article ↗
Related Articles
Strong Fundamentals, Distinctive Display: Inside TCL's Evolving Mobile Strategy
BERLIN, Sept. 1, 2026 /PRNewswire/ -- Smartphones now support almost every part of daily life, from communication and ph
BERLIN, 1er septembre 2026 /PRNewswire/ -- Les smartphones accompagnent désormais presque tous les aspects de la vie quo
Nvidia's MediaTek investment signals a broader push to shape AI infrastructure
Nvidia's US$3.5 billion investment in MediaTek's overseas convertible bonds marks more than a financial bet. It undersco