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Semiconductor Expansion Fuels Chemical Stocks: Alltop and CPC Surge
Electronic Technology · Semiconductors · economic_daily · 2026-09-23
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The global semiconductor capacity expansion is driving robust demand for chemical supplies and equipment, sending shares of Alltop and CPC to daily limits.
What Happened
Industry Demand Surge: The global wave of semiconductor and memory plant construction is driving a significant increase in demand for electronic chemicals, fluorine equipment, and tank systems. Analysts note that the order books and shipment performance of supply chain participants are reflecting this momentum, with a positive outlook for future growth.
Alltop's Record Orders: Alltop has seen its order backlog double from NT$3.8 billion at the start of the year to NT$7.5 billion, with expectations for record-breaking performance this year. The company is actively expanding its Taiwan production capacity, aiming to increase monthly tank truck output to 170 units by the first quarter of 2027.
CPC's Growth Trajectory: CPC reported a 26.37% year-on-year increase in revenue for the first eight months of the year, bolstered by its entry into the advanced process supply chain for electronic-grade sulfuric acid. Additionally, revenue recognition from new military-grade specialty chemical contracts has significantly contributed to its top-line growth.
Sunlit's Market Strength: Sunlit achieved record-high monthly revenue for three consecutive months, driven by increased demand for electronic-grade solvents following the completion of new semiconductor client facilities. Nearly 80% of the company's revenue now comes from electronic-grade products, with a significant portion utilized in advanced processes and including exclusive supply items.