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Kinik August Revenue Hits Record High, Eyes NT$10 Billion Milestone
Electronic Technology · Semiconductors · economic_daily · 2026-09-03
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Semiconductor material supplier Kinik reported record-breaking August revenue, driven by strong demand for diamond disks and wafer reclamation services.
What Happened
Revenue Performance: Kinik's August consolidated revenue reached NT$899 million, marking a 30.3% year-on-year increase and a new monthly record. Analysts expect the company to achieve over 20% annual growth, potentially crossing the NT$10 billion revenue threshold for the first time.
Business Drivers: The company's core segments—diamond disks, wafer reclamation, and traditional grinding wheels—are all seeing growth, with diamond disks leading the momentum. Production lines for diamond disks are currently operating 24/7 to meet robust demand from major clients.
Capacity Expansion: Monthly capacity for 12-inch reclaimed wafers has reached 400,000 units, with plans to expand to 430,000 by next year and potential new facility construction in Northern Taiwan. Analysts anticipate that product mix optimization will drive stronger profitability in the second half of the year.
Market Outlook: Kinik is actively increasing its market share among US memory and IDM clients while implementing incentive programs to boost production capacity. Despite recent foreign institutional selling, domestic institutional buying suggests confidence in the company's long-term growth trajectory.