JCET’s 2025 annual revenue reached RMB 38.87 billion ($5.4B) , up 8.09% YoY, driven by AI computing and automotive electronics. According to ChipInsights, JCET holds 12.2% of the global OSAT market – ranking third worldwide and first in mainland China, behind ASE (26.1%) and Amkor (14.3%).

However, net profit fell 2.75% to RMB 1.565 billion due to higher raw material costs, new fab ramps, and a 154.9% surge in finance expenses. On a positive note, quarterly net profit rose steadily from RMB 203M in Q1 to RMB 611M in Q4.

By application: Computing electronics grew 42.6% (AI servers, HPC), automotive +31.7%, industrial +40.6%. Domestic sales margin jumped to 20.4% (up 6.58ppt), reflecting strong local substitution demand.

R&D spending hit RMB 2.09 billion (+21.4%), 5.37% of revenue. Key advanced packaging breakthroughs: 2.5D/3D hybrid integration in mass production, CPO samples delivered, PLP under development, and automotive power modules certified.

JCET’s automotive electronics line in Shanghai started production. The acquired SD Semiconductor (ex-Western Digital) is well integrated. Overall gross margin for IC packaging improved to 13.95%.

For 2026, JCET targets HPC, AI, automotive, power, and memory – pushing Chiplet into automotive and exploring humanoid robotics.

ICgoodFind:JCET logs record revenue and #3 OSAT spot. Profit pressure remains, but advanced packaging and auto are the growth levers.