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Pengyi Revenue Surges 89% YoY in October, Hitting Record High

Electronic Technology · Semiconductors · economic_daily · 2026-11-09

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Semiconductor equipment supplier Pengyi reported a strong October, with revenue reaching NT$1.336 billion as large-scale project deliveries continue to accelerate.

What Happened

Revenue Performance: Pengyi announced October consolidated revenue of NT$1.336 billion, marking an 89.4% year-over-year increase and maintaining a monthly revenue streak above NT$1 billion for six consecutive months. The cumulative revenue for the first ten months of 2026 reached NT$12.045 billion, a 73.5% increase, setting a new record for the same period.

Growth Drivers: The company's robust performance is fueled by sustained expansion plans from semiconductor, memory, and advanced packaging clients. Leveraging years of experience in managing large-scale projects, Pengyi has successfully accelerated the delivery and verification of key contracts, driving the company into a new phase of growth.

Order Outlook: The company reports that its backlog remains at a historic high, supported by ongoing capital expenditure from major clients. Management is actively optimizing supply chain procurement and cross-regional resource allocation to ensure that existing orders are processed and recognized as revenue efficiently.

Future Outlook: Looking ahead to Q4 2026, Pengyi remains cautiously optimistic, citing strong demand for AI and high-performance computing (HPC) as key catalysts for global semiconductor investment. The company plans to deepen its footprint in Southeast Asia and Greater China to sustain its growth momentum through localized services.

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