On May 8, JCET unveiled the minutes from its performance and cash dividend briefing. The company foresees a notable acceleration in the mass production and widespread adoption of 2.5D products by 2026, driven by consistently robust demand from its customer base. Simultaneously, it anticipates a significant uptick in demand for high-density storage and power management modules, commencing in the second quarter and intensifying particularly in the latter half of the year.
In the first quarter, JCET achieved an overall capacity utilization rate surpassing 80%. With the phased commissioning of new facilities and the expansion of production capabilities, the company is committed to elevating its operational efficiency on a holistic level. This includes fostering closer relationships with the market and its clientele, as well as refining its order placement and production scheduling processes.
Regarding pricing strategies, amid escalating raw material costs, JCET's linkage mechanism has matured progressively, garnering increased comprehension and favorable feedback from customers. In light of the prevailing supply-demand imbalance in production capacity, the company persists in optimizing its customer portfolio and product mix, aiming to elevate unit product prices. It is projected that the growth trajectory of storage products in this cycle will endure for a prolonged duration.
