In June 2024, ChipMOS Technologies (Qizhong Technology) announced that a fire broke out at its wholly-owned subsidiary, Hefei ChipMOS Technology Co., Ltd. Preliminary investigations indicated the fire occurred in the packaging and testing workshop. Although no casualties were reported, some production equipment and work-in-progress inventory were damaged. The company stated it has activated emergency protocols, is cooperating with fire and regulatory authorities, and is making full efforts to resume operations. As this subsidiary serves as a key packaging and testing hub for Qizhong—handling the majority of back-end processes for high-end display driver chips—the incident may cause short-term disruptions to production capacity. Analysts note that if equipment repair or reconstruction takes longer than expected, the company’s full-year 2024 revenue and profitability could be adversely affected. Qizhong is currently assessing the extent of losses and coordinating with clients to adjust delivery schedules. The company has also initiated insurance claims to mitigate financial impact and emphasized its commitment to minimizing operational disruption. Investors should closely monitor updates on production recovery and guidance in the upcoming Q3 earnings report.
2024年6月，颀中科技发布公告称，其全资子公司合肥颀中科技有限公司发生火灾事故。初步调查显示，火情发生在封装测试车间，虽未造成人员伤亡，但部分生产设备和在制品受损。公司表示已启动应急预案，配合消防及相关部门调查，并全力组织恢复生产。由于该子公司是颀中科技重要的封装测试基地，承担了公司大部分高端显示驱动芯片的后道工序，此次火灾可能对产能造成短期冲击。机构分析指出，若设备修复或重建周期较长，或将影响公司2024年全年营收与利润表现。目前，颀中科技正评估损失范围，并与客户协商交付调整方案。公司强调，保险理赔程序已启动，将尽可能降低对整体经营的影响。投资者需密切关注后续产能恢复进展及三季度财报指引。
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