长电科技 Comprehensive Investment Analysis (2026)

JCET Group (长电科技) reversed a three-year decline, achieving a net profit of 279 million yuan in 2026, up 36.8%, largely driven by advanced packaging (XDFOI™/Chiplet) contributing over 45% of revenue. The company boasts a strong market position with 2,843 patents, key clients like Huawei and AMD, and significant global production capacity, particularly in AI-related technologies like HBM stacking.