Semiconductor sealing testing factory Sun and Moonlight Investment Control announced today that it had collected NT$56.466 billion in August, a monthly increase of 9.6% and a year-on-year increase of 6.7%, the highest in the same period of the year. In terms of US dollars, the investment control collected NT$1.899 billion in August, a monthly increase of 7.4% and a year-on-year increase of 16.7%.

In August, packaging testing and materials (ATM) investment was RMB 3.351 billion, a monthly increase of 5.4% and an annual increase of 14.9%, continuing to benefit from advanced packaging and testing demands for artificial intelligence (AI) and high-performance computing (HPC) chips. Sun and Moonlight Investment Control's consolidated investment in the first eight months of this year has been 406.911 billion yuan, up 7.77% from the same period in 2024.

AI and HPC chips have the demand for advanced packaging. Wu Tianyu, director of Sun and Moonlight Project Control, said recently that within two or three years, Taiwan's semiconductor industry artificial intelligence and data center has taken the lead in the advanced production process, and the advantages are not changed.

Sun and Moonlight stated at the SEMI International Semiconductor Exhibition Forum that advanced wafer processing continues to improve the variety of chip design, enhance the value of advanced packaging, drive the development of chip quality integration technology, and artificial intelligence AI needs to drive system packaging and advanced packaging explosive growth.

Looking forward to the third quarter operation, the legal person's announcement meeting estimates at the end of July that if the US dollar exchange rate of NT$29.2 is roughly estimated at USD 29.2 yuan, and the USD price is priced at USD, the estimated investment control consolidated investment in the third quarter will increase by 12% to 14% in the quarter. If the price is priced at NT$1, the estimated investment in the third quarter will increase by 6% to 8% in the quarter.