On September 11, during its 2026 interim results briefing, Tansun Advanced Semiconductor revealed that substantial investments had been channeled into capacity expansion at its Shanghai Lingang and Jinan facilities in the preceding phases. The depreciation of fixed assets has indeed placed some strain on current profits, a common occurrence during the expansion phase for new materials. Presently, the capacity utilization rate of the 8-inch production line is steadily climbing, and with an uptick in downstream orders, a continued and stable increase in capacity utilization is anticipated. The company maintains an order-centric strategy in planning its expansion, steering clear of indiscriminate growth. Concurrently, it is dedicated to enhancing production line efficiency to reduce unit depreciation costs and transform scale advantages into tangible profitability. The pace of expansion and capacity utilization figures will be subject to the timing of customer certifications and order placements.
