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MSS Technology Eyes Strong August Revenue as Silicon Photonics Equipment Shipments Loom
Electronic Technology · Semiconductors · economic_daily · 2026-08-26
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MSS Technology reports robust August revenue growth driven by AI and silicon photonics demand, with plans to ship its proprietary testing equipment by year-end.
What Happened
Strong Revenue Momentum: MSS Technology Chairman Liu Chi-lun reported that August revenue has already surpassed the total for July, fueled by strong demand in AI, silicon photonics, and overseas operations. The company is accelerating its facility expansion for AI clients, with current demand suggesting that planned capacity may be fully utilized within two years.
Silicon Photonics Equipment: The company’s self-developed MSS HG silicon photonics measurement equipment is set for trial by five major clients, with a target of shipping two to three units by year-end. Having secured patents in Taiwan, the US, Japan, and South Korea, the technology is being eyed by Tier 1 AI clients for potential global deployment.
Strategic International Partnerships: MSS is collaborating with several major international equipment manufacturers, with one partnership already formalized and set for a joint announcement in November. These alliances position MSS as a critical platform for global equipment makers to penetrate the supply chains of top-tier AI companies.
Positive Outlook: With equipment revenue expected to be recognized in the first quarter of next year, the company anticipates a mitigation of traditional seasonal slumps. Management remains optimistic about the company's growth trajectory, supported by deep technical integration with global AI industry leaders.