Strong orders and full capacity utilization at semiconductor carrier maker Gudeng are good news for shareholders and for the semiconductor supply chain.

• Shipments of EUV reticle pods and FOUP wafer carriers are robust, capacity is fully utilized, and second-half revenue is expected to exceed that of the first half.
• Revenue for the first seven months of this year rose nearly 30% year on year, with demand driven by continued capacity expansion among customers.
• Advanced packaging carriers began shipping in small volumes in the second half, with sales already triple last year's level, and validation results exceeding customer expectations.
• Validation of a composite product in South Korea has entered its final stage, with small-volume shipments possible as early as next quarter.
• The aerospace business has grown 60% over two years, and a new plant in Arizona in the United States is nearing completion, with trial production slated for the fourth quarter.

Outlook: With advanced packaging and aerospace both ramping up as new business lines, growth momentum over the next two years is expected to be stronger than this year.