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7734

印能科技 Semiconductor As of 2026-06-17 Updated daily after market close

strong quality, premium valuation.

1 active signal
Revenue ≥20%
This page refreshes daily after the close. Add 印能科技 to your watchlist to track signal changes on your next visit.
Valuation 16Quality 94Growth 94Momentum 95Chips 18

Is 印能科技 a buy? Fundamentals and valuation first

  • Top-tier profitability.Operating margin beats ~99% of the market. Latest quarterly ROE ≈ 6.2%.

  • Valuation is high.PE is in the 87th market percentile.

  • Foreign investors are net selling.Foreign 20-day net flow ≈ -2.9% of volume (net sell).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 137.1%, above the 20% growth threshold.

  • Signals are active now.On the latest data, signals such as Revenue YoY ≥ 20% are active — see the historical forward returns after each occurrence below.

Chip flow

Bearish -0.58
BearishNeutralBullish

Distribution to retail — bearish

  • Distribution to retail — bearish
  • 統一 holds 532 lots
  • sellers have 659 lots left, ~139 sessions to clear

Window from 2026-01-17 · Price +249% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 統一 has accumulated 532 lots since the start (sold 3%), still adding.
  • Main distributor 元大證券 peaked at 663 lots, has sold 43%, 376 left, ~139 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders -1.36pp, mid holders +0, retail +2.07pp — drifting down to retail.
  • Foreign hedge-desk net short Net short -186 lots (inferred from branch profile, mostly hedging — not necessarily bearish, not case-confirmed).
Branch inventory reconstruction
Accumulating holders Branches that accumulated shares during the window and still hold positive inventory; they are the absorbing side.
Distributing sellers Branches that built inventory earlier and have been selling it down; the remaining number estimates what has not cleared.
Net-short desks Trading-desk branches with negative inventory or net selling, often hedge, offsetting, or short-term flow. It is not automatically a bearish view.
Accumulating
統一美林永豐金證券港商野村國泰證券永豐金-匯立
Distributing
元大證券摩根大通美商高盛凱基台灣摩根士丹利華南永昌-南京
Desks
own scale
台新國泰-敦南統一-三多香港上海匯豐
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 統一 +532
    sold 3%· still adding
  • 美林 +406
    sold 13%
  • 永豐金證券 +324
    sold 0%· still adding
  • 港商野村 +216
    sold 14%· still adding
  • 國泰證券 +167
    sold 6%· still adding
  • 永豐金-匯立 +158
    sold 3%

Distributing

  • 元大證券 376 left
    sold 43%· ~139 sessions to clear
  • 摩根大通 66 left
    sold 75%· ~9 sessions to clear
  • 美商高盛 137 left
    sold 33%· ~32 sessions to clear
  • 凱基 80 left
    sold 40%· paused recently
  • 台灣摩根士丹利 71 left
    sold 46%· paused recently
  • 華南永昌-南京 14 left
    sold 86%· paused recently

Desks

  • 台新 -230
    unclassified
  • 國泰-敦南 -184
    day-trade · selling pressure
  • 統一-三多 -109
    unclassified
  • 香港上海匯豐 -69
    hedge desk · will cover
Still selling 659 lots ~139 sessions to bottom at most
Recent buy/sell force +130 absorbed / -209 sold sellers slightly ahead
TDCC big holders · absolute-holding cross-check
>1000-lot holder share Retail (<400 lots) share Price (right axis)

Weak direction: big-holder share fell while retail share rose.

Describes chip flow, not investment advice. Branch data discloses only high-volume branches with ~1-day lag; TDCC is weekly. Inventory is a relative reconstruction from the window start, not absolute holdings.

Historical evidence

Signals active now

These signals are true on the latest data, with this stock's own historical forward-return stats after each occurrence.

Monthly revenue YoY ≥ 20% (from filing deadline)

Active · now 137.06%

Monthly revenue YoY ≥ 20%; event date is the first trading day after the filing deadline (no look-ahead).

11 historical occurrences (since 2025-03-10)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 50%, Sample 10, Median +4.29%, Excess +3.32%, Beat mkt rate 50%；60-day: Win 50%, Sample 8, Median +3.76%, Excess +9.83%, Beat mkt rate 37.5%；120-day: Win 83.3%, Sample 6, Median +16.82%, Excess +5.34%, Beat mkt rate 33.3%

120 days after: historical avg +36.4%

20-day +6.49%
60-day +25.96%
120-day +36.4%
20-day
60-day
120-day
Win
50%
50%
83.3%
Sample
10
8
6
Median
+4.29%
+3.76%
+16.82%
Excess
+3.32%
+9.83%
+5.34%
Beat mkt rate
50%
37.5%
33.3%

Over 6 occurrences, 120-day forward avg gained 36.4%, beat the market by 5.34 pts; win rate 83.3%.

Does this signal hold up across the market

Over the past 242 months, on average ~404 stocks per month met “monthly revenue YoY ≥ 20%”; their adjusted-close return over the next 60 trading days averaged 6.94% (equal-weighted), beating the market by 2.37 points on average, and outperformed the TAIEX total-return index in 64.5% of months.

Each month, equal-weighted 60-day forward adjusted return of all signal-matching stocks, then averaged across months; excess vs the TAIEX total-return index.

Signals not active (historical stats for reference)

These are not occurring now; historical samples shown for comparison.

252-day price high (breakout)

Pending

Adjusted close makes a new 252-day high; repeats within 20 days counted once.

Foreign net buying for 5 straight days

Pending

Foreign net flow (ex-dealer) positive for 5 straight days; event on day 5; repeats within 20 days counted once.

What does 印能科技 do? Company profile

半導體業；先進封裝製程設備與自動化系統 上櫃（櫃買中心）

Overview

印能科技股份有限公司成立於2007年9月27日，總部位於新竹市香山區大湖路173號，統一編號28800030。公司於2024年3月14日登錄興櫃，2025年2月26日轉上櫃，證券代號7734，屬櫃買中心上櫃普通股。董事長兼總經理為洪誌宏，發言人為蘇桓平。公開資料顯示實收資本額約新台幣2.80億元、發行普通股約2,800萬股；員工規模依104人力銀行頁面約140人，屬非官方招募平台資料。主要股東依公司官網2026年4月19日更新資料包括昌快投資有限公司12.90%、印鋐科技股份有限公司11.48%、洪淑慧9.54%、洪誌宏7.25%、洪昇渝6.28%、洪彩瑜6.24%、洪愷佑4.87%、晨迅科技有限公司4.33%、洪義明4.26%、洪昌雄3.09%。2025年度年報摘錄顯示營業收入淨額新台幣2,302,773千元、年增約28%，本期淨利927,600千元，每股盈餘33.50元；公司官網月營收頁列示2025全年累計營收2,290,478千元，兩者有口徑或更正差異，分析以年報摘錄為主要參考。

Business

印能科技定位為先進封裝製程問題解決方案提供者，核心技術為高壓、低壓、真空與熱流控制在高溫及低溫環境下的整合應用，主要解決半導體封裝中的氣泡、翹曲、散熱、金屬熔焊、殘膠與可靠度問題。主要產品與服務包括氣動與熱能製程解決方案、封裝與除泡設備、迴焊燒結設備、壓合退火設備、檢驗測試設備、高功率老化測試機、自動化物料搬運系統與製程效能整合系統。依2025年度年報摘錄，產品組合為氣動與熱能製程解決方案新台幣1,687,052千元、佔73.26%；自動化系統解決方案379,783千元、佔16.49%；其他零組件、服務、維修等235,938千元、佔10.25%。商業模式以自行研發、客製化設備設計製造、專案交機驗收與後續維修服務為主，設備通常須經客戶安裝、驗證、驗收後認列收入，因此單季營收可能受驗收時點影響。主要應用包括2.5D封裝、CoWoS、Fan-Out、WLP、PLP、FCBGA、FCCSP、HBM、3D封裝、Chiplet、矽光子與CPO等先進封裝製程。公開媒體與MoneyDJ產業資料指出主要客戶包括台積電、日月光投控，以及全球主要封測廠、晶圓製造廠與記憶體大廠；截至2024年主要銷售地區為東亞84%、東南亞4%、北美12%。

Outlook 2025–2028

2025至2028年主要成長動能來自AI/HPC晶片帶動CoWoS、HBM、Chiplet、Fan-Out、PLP、CPO與高階測試需求升級，先進封裝面積擴大與異質整合提高氣泡、翹曲、殘膠、散熱與可靠度控制難度，使印能的真空高壓高溫、除泡、翹曲抑制與高功率老化測試設備具備擴張機會。2025年公司營收與獲利維持高檔，年報摘錄稱AI晶片對先進封裝技術的需求與產能擴張帶動設備及材料拉貨；公司亦提及投入CPO技術，相關高階設備量產訂單自2026年起陸續出貨，並深耕面板級封裝，開發WSAS翹曲抑制設備。2026年公開資料顯示前4月累計營收1,269,714千元、年增74.13%，另第三方資料顯示5月後累計營收仍年增逾八成；MoneyDJ報導法人預期訂單能見度至2027年、2026年營收有機會年增逾三至四成，但此屬法人與媒體推估。2027至2028年若CoPoS、CPO、PLP與大型AI晶片先進封裝進入小量產或量產擴張，印能有機會受惠於新世代EvoRTS、RTS-chiplet、WSAS、BMAC等設備滲透率提升；其中CoPoS相關進機與量產時程多來自媒體引述市場消息，需持續驗證。主要風險包括客戶集中度高、先進封裝資本支出循環波動、設備驗收遞延造成營收波動、上游壓力容器與關鍵零組件交期、研發與認證不如預期、毛利率受產品組合與價格競爭影響、匯率與海外市場地緣政治風險，以及2026年公司曾被報導配合檢調搜索之公司治理與法遵不確定性。

Supply Chain

Upstream
  • 壓力容器／腔體供應商 公司主要原物料之一為腔體與壓力容器，供應商名稱未在可查公開資料中明確揭露；近期媒體指出上游壓力容器產能吃緊並使交期拉長。
  • 電控與自動化零組件供應商 公司主要原物料之一為電控，並需整合控制系統、軟體、感測、搬運與機構零組件；公開資料未確認具名台股供應商。
  • 機械加工、組裝與設備零件供應商 用於封裝設備、烘烤／真空／高壓高溫系統、AMHS與測試設備之機構件與零件；公開資料未揭露具名供應商。
Downstream
  • 台灣積體電路製造股份有限公司 2330 下游客戶／終端應用鏈；MoneyDJ等資料指出台積電為主要客戶之一，並受惠台積電CoWoS、CoPoS、CPO與先進封裝產能擴充。
  • 日月光投資控股股份有限公司 3711 下游客戶／封測應用；MoneyDJ等資料指出日月光投控為主要客戶之一，受惠先進封裝、Fan-Out與OSAT擴產需求。
  • 采鈺科技股份有限公司 6789 潛在CoPoS實驗線相關下游客戶或應用節點；MoneyDJ報導市場傳出晶圓代工龍頭CoPoS首條實驗線落腳采鈺，印能擠進相關供應商名單，屬媒體與市場消息，非公司正式公告。
  • 全球前十大封測廠、晶圓製造廠與記憶體大廠 公開資料稱印能取得全球主要封裝廠、晶圓製造廠與記憶體大廠肯定，客戶遍及台灣、北美、歐洲、日本、韓國、中國與東南亞；具名客戶多未完整公開。

Competitors

Sources（14）

This company profile is compiled from public sources (annual reports, filings, news and analyst reports), not finlab backtest data; the 2025–2028 outlook contains forward-looking estimates and is for reference only.

Method and limitations

  • All returns use adjusted close (etl:adj_close), already adjusted for dividends and splits.
  • Excess return is measured against the TAIEX total-return index (dividends included).
  • Valuation regime and percentile stats use an expanding own-history window (no future data).
  • Revenue-signal event dates align to the first trading day after the filing deadline, avoiding look-ahead.
  • Event samples may overlap in time; stats describe historical distribution only and are less reliable when samples are few.

This page is historical statistics for educational purposes and is not investment advice. Investing involves risk; past performance does not indicate future results. Assess and bear the risk yourself before trading.