【Guosheng Construction He Yaxuan】Cleanroom Database Update 20260727

English summary

Taiwan Stock Legal Briefing: Last Friday, Asia Engineering (6139) held a legal briefing, disclosing that as of end of June, orders in hand reached NT$440.1 billion (equivalent to RMB 92 billion), up 148% from end of 2025, of which Southeast Asia accounted for 76% and semiconductors 81%; new contracts signed in Jan-Jun 2026 were NT$303.7 billion (equivalent to RMB 63.5 billion), with Southeast Asia 91% and semiconductors 98%. The company estimates semiconductor project duration is about 1.5-2 years (factoring in overseas labor shortages). Currently, Asia Engineering Integration has a total staff of 1,028, up 21% from end of 2025 (Singapore headcount increased to 166), continuously raising annual output ceiling. US plant setup is still under evaluation (leaders needing the legal briefing PPT & key points summary can DM). Expansion dynamics: Pengding Holdings announced plans to invest RMB 10 billion to build a third park in Shenzhen, and construct an AI high-end substrate and flexible circuit board smart manufacturing base; ...