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Advanced Micro-Fabrication Equipment (688012) investor relations material
Advanced Micro-Fabrication Equipment Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary29 Aug, 2025
Executive summary
Achieved record revenue of RMB 4.96 billion in H1 2025, up 43.88% year-over-year, with net profit attributable to shareholders of RMB 706 million, up 36.62%.
Main growth drivers: plasma etching equipment sales (RMB 3.78 billion, up 40.12%) and LPCVD equipment (RMB 199 million, up 608.19%).
R&D investment reached RMB 1.49 billion, up 53.70% year-over-year, accounting for 30.07% of revenue.
Company continues to expand product lines, accelerate new product development, and strengthen global market presence.
Financial highlights
Revenue: RMB 4.96 billion (up 43.88% YoY); net profit: RMB 706 million (up 36.62% YoY).
Gross margin increased due to higher sales and product mix; R&D expenses up 96.65% YoY.
Operating cash flow: RMB 203 million (down 46.87% YoY); total assets: RMB 28.42 billion (up 8.40% from year-end 2024).
Basic EPS: RMB 1.13 (up 34.52% YoY); weighted average ROE: 3.49%.
Non-recurring gains: RMB 167 million, mainly from fair value changes in financial assets.
Outlook and guidance
Management targets continued high growth through organic expansion and M&A, aiming to cover 50–60% of high-end semiconductor equipment market in 5–10 years.
Focus on advanced logic, memory, and compound semiconductor equipment; expects further market share gains.
R&D speed and product launch cycles to further accelerate.
Operating cash flow decline despite revenue growth?
Target 50-60% high-end equipment. Key segments?
R&D speed doubled. What enables this acceleration?
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Next Advanced Micro-Fabrication Equipment earnings date
Q3 202529 Oct, 2025
Next Advanced Micro-Fabrication Equipment earnings date
Q3 202529 Oct, 2025
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Frequently asked questions
Advanced Micro-Fabrication Equipment Inc. specializes in the design, development, and production of equipment used in semiconductor manufacturing processes. The company provides advanced etching and deposition systems that support the fabrication of integrated circuits and other microelectronic devices. Its solutions cater to semiconductor manufacturers and are used in applications such as logic chips, memory devices, and advanced packaging. The company is headquartered in Shanghai, China, and its shares are listed on the SSE STAR Market.
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