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Recently, JCET, Tongfu Microelectronics, and Huatian Technology unveiled their semi-annual performance forecasts for 2026, signaling a resurgence in the domestic packaging and testing sector. This upturn is propelled by escalating demand for artificial intelligence infrastructure, cutting-edge memory solutions, and a push towards localization. JCET projects its net profit attributable to shareholders to range between 770 million and 950 million yuan, marking a year-on-year surge of 63.48% to 101.70%. Huatian Technology, on the other hand, anticipates a profit range of 750 million to 850 million yuan, representing a staggering year-on-year increase of 231.16% to 275.31%. Meanwhile, Tongfu Microelectronics forecasts a profit range of 1.6 billion to 1.8 billion yuan, reflecting a remarkable year-on-year leap of 288.26% to 336.80%.
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