The LED industry prospects have been concerned. Recently, the upstream epitaxial wafer factory Taigu Optoelectronics (3339) co-sponsored a five-year joint loan case of NT$1.8 billion.

LED demand is huge, and the production capacity of Taigu is not enough. Liu Tenglong, chairman of Taigu, pointed out that with the conservative penetration of LED-backlit LCD TVs and monitors in 2010, the chip will be in short supply. If the penetration rate reaches 30% in 2011, it is expected that there will still be a large demand, so it must be It is necessary to expand production.

At present, there are 25 MOCVD machines in Taigu. It is expected that there will be an additional 5 machines in January and February 2009. It is estimated that the gross profit margin will rise in recent months.
Related stock price 2010/01/20 - 10:42 Taigu TWD 39.20 (+1.69%)

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