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Scientech Sees Profit Surge Driven by Strong Advanced Packaging Equipment Demand
Electronic Technology · Semiconductors · economic_daily · 2026-09-03
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Scientech Vice Chairman Hsu Ming-chi expects significant profit growth this year, fueled by robust demand for self-manufactured equipment and reclaimed wafers.
What Happened
Financial Outlook: Scientech Vice Chairman Hsu Ming-chi stated that while overall revenue growth remains modest, the company's profitability is set to improve significantly due to the expansion of high-margin self-manufactured equipment and reclaimed wafer businesses. The company reported a 52% year-over-year increase in net profit for the first half of the year, with earnings per share reaching NT$9.16.
Production Capacity: Scientech's self-manufactured equipment lines are currently running at full capacity, with annual shipments expected to grow by 50%. Customer demand is so robust that some clients have already secured production slots through 2028, prompting the company to expand facilities in Hukou and Tainan to meet long-term requirements.
Business Strategy: The combined revenue contribution from self-manufactured equipment and reclaimed wafers is projected to exceed 50% this year, serving as the primary driver for improved gross margins. The company plans to increase its 12-inch reclaimed wafer monthly capacity to 250,000 units by the fourth quarter to keep pace with market demand.
Market Positioning: Scientech is seeing stronger growth momentum in the Outsourced Semiconductor Assembly and Test (OSAT) sector compared to pure-play foundries. The company continues to align its CoWoS equipment development with client roadmaps while carefully managing labor and production constraints to optimize delivery schedules.