12-inch demand for recycled wafers! RS Taiwan / Japan factory expansion, stock hurricane

RS Technologies, a global leader in remanufactured wafer fabs, released a press release after the Japanese stock market retreated on the 28th. It announced that it will invest JPY1.1 billion in Japan's three woodworking plants in Taiwan due to an aggressive customer investment in boosting the demand for 12-inch recycled wafer products. Subsidiary RSTEC Semiconductor Taiwan Co., Ltd. (Ayers Semiconductor Co., Ltd., see photo) 'to invest more (including 400 million yen at three Mukuho and 700 million yen at Ayers Semiconductors) for 12-inch regeneration Wafer capacity.

RS pointed out that the above stimulation project is expected to start in the first half of 2019, when the monthly production capacity of 12-inch regenerated wafers will increase by 50,000 (of which 30 will be increased by 20,000 and that of Ayers Semiconductor will be increased by 30,000).

According to Harvest XQ global winner system quotations, as of 9:28 am Taipei time at 9:28 on the 29th, RS soared 4.03% to 6,190 yen, up as early as 8.9%; RS so far this year soared about 207%.

According to RS recently released earnings data show that in 2017 RS12-inch Remanufactured wafer total monthly capacity of 300,000 (global market share of 30%) .After the completion of the increase in production investment, RS 12-inch Remanufactured wafer monthly production capacity will be About 17% higher than the current level.

RS aims to increase the global market share of 12-inch recycled wafers to 40% by 2018.

RS pointed out that the consolidated operating income surged 73.2% to 6.65 yen as the consolidated operating income of Taiwanese affiliates soared in the previous quarter (from July to September 2017), boosting the consolidated revenue of the previous quarter (July-September 2017) by 21.2% to 2.903 billion yen from the same period last year. , Consolidated net profit soared 144.0% to 432 million yen.

RS estimates that consolidated revenue for the fiscal year (January-December 2017) will increase 6.8% YoY to Rs 9.45bn and consolidated revenue soared 63.7% YoY to Rs 2.55bn. Consolidated net profit will soar 87.4% to 1.32bn Yen.

RS's customers are TSMC (2330), UMC (2303), Sony, Toshiba, Sharp, Intel, IBM, Micron, Samsung, LG and others.

The so-called regenerated wafer is not a defective product when IC is manufactured. Instead, a wafer used for a monitor wafer and a dummy wafer is manufactured in a semiconductor IC manufacturing process for recycling and reusing The purpose is to reduce the cost of Test wafer and Dummy wafer.

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