PCB industry welcomes AI business opportunities; Taiwan Optoelectronics writes sky-high prices, Golden Image Electronics closes at high volume

2025/06/11

United News Network
May 29, 2025
Author Economic Daily News Reporter Li Huilan/Taipei Live Report

The stock price performance of the printed circuit board (PCB) group on May 29 was divergent. Tai Optronics (2383) continued to rise strongly, reaching 766 yuan during the session and closing at 749 yuan, setting a new historical high; Golden Image Electronics (2368) rose 5.48% under the support of bulls, closing at 260 yuan, rewriting the band high since March 2024.

In contrast, Precision Technology (6191) and HannStar Technology (5469) were suppressed by shorts, and their stock prices fell significantly, indicating that the capital flow within the group was divided.

Looking forward to 2025, Taiwan's PCB industry is expected to benefit from the promotion of applications such as AI servers, high-performance computing (HPC) and edge AI, and the overall industry momentum will be strengthened. With the upgrade of high-end processes and the opening of new production capacity in Southeast Asia, the estimated annual output value will reach NT$1.29 trillion, a year-on-year increase of 5.8%.

In terms of stock price performance, Taiho has continued to hit new highs recently, driving the overall momentum. Related stocks such as Golden Image Electronics, Wangming Technology, Tripod Technology (3044), Lianmao (6213), and Hi-Tech (5439) all closed higher, becoming the focus of bulls in the market.

Golden Image Electronics released a positive outlook at the shareholders' meeting on the 28th. The company stated that it will continue to strengthen its operating performance, strive to make the second quarter better than the first quarter, the second half better than the first half, and steady growth throughout the year. Among them, the Thai plant is expected to join the mass production in the second half of the year, which will inject momentum into revenue.

Regarding the issue of US-China tariffs, the company pointed out that its direct exports to the US accounted for only a low single digit, and the short-term impact was controllable, but the long-term still needed to pay attention to the overall economic changes.

On the other hand, Taiho also showed high confidence in its full-year operations. The company said that its entire product line has strong demand in multiple fields such as AI, cloud computing, edge computing and low-orbit satellites, and it is expected that the full-year operation will continue to rise.

According to the latest data released by the Ministry of Economic Affairs, in the amount of export orders in April 2024, orders for electronic products reached US$23.09 billion, setting a new monthly record. The main reason is that the strong demand for AI and HPC has driven the simultaneous growth of orders in IC manufacturing, chip channels, PCB and IC design.

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