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Topco Scientific Sees Orders Through 2030 as Semiconductor Demand Drives Price Hikes
Electronic Technology · Semiconductors · economic_daily · 2026-08-21
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Topco Scientific reports record-breaking Q2 results, with order visibility extending to 2030 and product price increases of up to 15% to offset rising costs.
What Happened
Record-Breaking Financial Performance: Topco Scientific achieved a milestone in the second quarter with revenue exceeding NT$20 billion and an EPS of NT$7.92, both reaching historic highs. The company's first-half profit grew by over 50% year-on-year, fueled by high utilization rates at major semiconductor and memory fabs.
Strategic Pricing and Demand: To mitigate rising raw material and logistics costs, Topco has successfully implemented price hikes of 10% to 15% for key materials, with CoWoS-related components seeing particularly high demand. The company holds an 80% market share in advanced process quartz products, with order visibility extending to 2030 as AI server demand turns quartz cloth into a strategic asset.
Global Expansion Strategy: The company is aggressively expanding its international footprint, with new offices in India and Germany launching in September. In Japan, operations are shifting to Fukuoka to serve as a regional supply chain hub, while the firm is also in talks with US clients regarding AI data center mechanical and electrical engineering projects.
Positive Outlook and Sustainability: Management remains highly optimistic for the second half of the year and beyond, projecting sequential growth. With nearly NT$20 billion in environmental engineering backlogs and ongoing efforts to convert industrial waste into circular economy products, the company is well-positioned for sustained margin improvement.