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Aleees Reports Record-Breaking 8-Month Revenue Driven by AI and Semiconductor Expansion
Electronic Technology · Electronic Components · economic_daily · 2026-09-10
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Heavy electrical equipment manufacturer Aleees reached a record 7.04 billion TWD in revenue for the first eight months of the year, supported by strong demand from AI data centers and semiconductor facility expansions.
What Happened
Revenue Performance: Aleees announced its August revenue reached 773 million TWD, reflecting a year-on-year decline due to a high base effect from previous Taipower projects. However, cumulative revenue for the first eight months hit a record high of 7.043 billion TWD, marking a 7.94% increase compared to the same period last year.
Order Backlog: The company's current order backlog has surpassed 13 billion TWD, setting an all-time high. With new orders consistently outpacing current sales, the company is well-positioned for sustained growth in the coming periods.
Growth Drivers: Revenue growth is primarily fueled by three key sectors: Taipower's grid resilience projects, semiconductor industry capacity expansion, and the construction of AI data centers. Notably, the semiconductor sector has become a primary contributor, with its share of the order backlog now exceeding that of Taipower.
Future Outlook: Aleees is actively expanding its footprint in international markets and domestic rail infrastructure. With secured orders from AI-related clients and ongoing collaboration on Taiwan Railways' control systems, the company maintains a strong project visibility of at least three years.