JCET to raise 2026 investment plan to 18.2 billion yuan

The scale of the increase—roughly two-thirds above the original plan—signals that JCET sees demand visibility strong enough to justify committing capital well ahead of shareholder sign-off. As a packaging and testing player, its spending is a useful gauge of where advanced packaging capacity is being built, making this a signal for the broader semiconductor supply chain rather than just one firm's balance sheet. The open question is whether shareholders endorse the larger outlay, since the proposal is not yet approved.