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Laiko Sees Strong Growth as In-House Equipment Orders Top NT$1 Billion
Electronic Technology · Semiconductors · cnyes · 2026-09-02
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Laiko expects a surge in revenue and margins next year, driven by strong demand for its proprietary semiconductor and passive component equipment.
What Happened
Robust Order Backlog: Laiko General Manager Huang Meng-yi announced that the company's equipment order backlog has exceeded NT$1 billion, with CoWoS equipment accounting for nearly NT$200 million. The company expects strong revenue momentum through the second half of the year as TCV, wafer trim, and MEMS cleaning equipment begin shipping.
Shift to Proprietary Tech: Laiko's in-house equipment has successfully entered the supply chains of major US GPU and CPU manufacturers, with a significant shipment surge expected next year. As proprietary equipment is projected to overtake agency business in revenue share, the company anticipates a substantial boost to overall profit margins.
Material Business Growth: The semiconductor tape-and-reel materials segment has seen improved margins due to increased shipments of specialized advanced packaging products. Meanwhile, demand for passive component materials is expected to rise next year, supported by increased capital expenditure from major industry players.
Optimistic Outlook: Laiko is targeting a 30% year-on-year revenue increase to over NT$1.4 billion this year. Looking into next year, the company expects sustained growth in both revenue and profitability, fueled by the success of its in-house equipment and robust demand in the semiconductor and passive component sectors.
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