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Scientech Sees 50% Growth in Proprietary Equipment Revenue with Orders Extending to 2028

Electronic Technology · Semiconductors · cnyes · 2026-09-03

3583

Driven by AI and advanced packaging demand, Scientech reports a 50% surge in proprietary equipment revenue, with capacity fully booked through 2028.

What Happened

Strong Equipment Growth: Driven by the rapid development of AI and high-performance computing, Scientech (3583-TW) expects its proprietary equipment revenue to grow by 50% this year. The company's production capacity is currently fully utilized, with some orders already secured through 2028, reflecting robust demand in the advanced packaging sector.

Strategic Business Shift: Scientech has successfully pivoted its business model, with proprietary equipment and reclaimed wafers now accounting for over 50% of total revenue. This shift marks the first time these segments have surpassed the company's equipment agency business, a trend expected to accelerate in the coming years.

Expansion Initiatives: To meet growing demand, Scientech is expanding its manufacturing footprint with the Hukou Phase II plant slated for completion by year-end and a new Tainan facility expected by Q1 2028. These sites will incorporate smart manufacturing and automation to enhance the supply of wet process and advanced packaging equipment.

Reclaimed Wafer Capacity: In addition to equipment manufacturing, Scientech is scaling up its reclaimed wafer operations, targeting a monthly capacity of 250,000 units by Q4. The company remains committed to adjusting its production capacity based on client needs to maintain its competitive edge in the semiconductor supply chain.

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