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TSMC Supplier Gudeng Reports Record August Revenue, Up 15% YoY
Electronic Technology · Semiconductors · cnyes · 2026-09-01
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Gudeng, a key equipment supplier for TSMC, achieved record-breaking August revenue of NT$611 million, signaling strong demand in semiconductor and PCB sectors.
What Happened
Revenue Performance: Gudeng reported August revenue of NT$611 million, marking a new record for the same period with a 15.54% year-over-year increase. Cumulative revenue for the first eight months of 2026 reached NT$4.818 billion, up 11.5% annually.
Profitability Outlook: The company's Q2 2026 net profit hit NT$166 million with an EPS of NT$2.03, surpassing Q1 results. With the new production facility reaching full capacity, management expects annual profit growth to outpace revenue growth.
Growth Forecast: Management anticipates a stronger second half compared to the first, projecting full-year revenue growth of 10-15% over 2025. The fourth quarter is expected to see a peak in semiconductor equipment shipments.
Key Partnerships: Gudeng continues to benefit from robust demand for semiconductor and PCB equipment, securing major orders from industry leaders. Notable contracts include NT$1.02 billion from Zhen Ding-KY and over NT$700 million from Kinsus.
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