Rayzher Industrial Co (銳澤), an industrial process gas supply integration engineering service provider, yesterday said it plans to set up its first US branch by the end of this year to meet growing customer demand, benefiting from the repositioning of the global semiconductor supply chain.
The company said it aims to provide local and real-time services as its major customers, including Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) and Micron Technology Inc, are expanding their capacity in the US and launching longer-term expansion plans over the next five to 10 years in response to US President Donald Trump’s tariff threats.
“Our customers are expanding their capital expenditures in the US with a long-term investment plan there,” Lai Ming-kun (賴銘崑), president of Rayzher’s parent company, Acter Group Co (聖暉), told a media gathering in Taipei.
Photo courtesy of Rayzher Industrial Co
“Tariff issues are triggering a new wave of supply chain shifts. To cope with the trend, local companies are quickening their production allocation overseas,” Lai said. “As such, we have to follow our customers in moving overseas to satisfy their needs.”
Rayzher said a handful of Taiwanese companies in the semiconductor supply chain are poised to shift part of their operations to the US.
The company’s US branch is set to start operations next year and generate revenue contributions, it said.
Rayzher is also evaluating the feasibility of opening a branch in Europe, it added.
The company derived most of its revenue of NT$1.95 billion (US$59.3 million) last year from Taiwan. It expects to book revenue from Japan and Singapore this year, following the launches of its new branches in Japan’s Kumamoto and the city-state, it said.
Rayzher said it aims to grow its revenue by a double-digit percentage point this year to surpass the historical high of NT$2.3 billion generated in 2022.
Separately, Acter, which focuses on supplying semiconductor equipment and chemicals, yesterday said it has accumulated a record high backlog of orders worth NT$38 billion on a consolidated basis, up 21 percent from the same period last year, Lai said.
The estimate includes another subsidiary, Nova Technology Corp (朋億), which supplies water, gases and chemicals to semiconductor companies and electronics firms.
For Acter alone, the growth would mainly come from Southeast Asia, as customers are building new chip packaging facilities in Malaysia.
That would help boost the region’s revenue contribution to about 20 percent this year from 14 percent last year, it said. Taiwan would continue to be the largest revenue source, accounting for 60 percent, it added.
Acter said it has obtained its first orders to build chip manufacturing facilities for local foundry service providers this year. The company specializes in building factories for chip packagers and testers.
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