C Sun Mfg (2467) Investor presentation summary

Q1-Q3 2026 performance

• Revenue NT$8,023M, up 84.2% YoY; gross margin 46.95%, up 3.94 ppts YoY; EPS NT$10.67, up 182.28% YoY.

• October 2026 revenue NT$1,013M, up 81% YoY; pre-tax profit NT$240M, up 117%; net profit NT$167M, up 110%; EPS NT$1.05, up 100%.

• 9M26 revenue NT$8.02bn and gross margin 47.0%, versus 43.3% gross margin in FY2025.

Revenue mix and growth trajectory

• SEMI and Advanced PCB together represented 73% of Q1-Q3 2026 revenue; mix figures cover actual results through Sep. 30 and are not annualized.

• Revenue increased from NT$3.63bn in 2020 to NT$6.10bn in 2025 and NT$8.02bn in 9M26; gross margin rose from 33.9% in 2020 to 47.0% in 9M26.

AI infrastructure and equipment demand

• Heterogeneous computing, HBM, high-speed interconnects and advanced packaging are driving demand for bonding, lamination, peeling and thermal processes.

• Advanced packaging trends include larger packages, 3D stacking and higher integration; roadmap references include CoWoS, SoIC, EMIB, FOPLP and CPO.

• Substrate and advanced PCB investment spans Taiwan, China, Thailand, Malaysia and Vietnam, with expansion and process upgrades supporting higher equipment demand.