Taiwanese companies that build clean room systems are seeing a surge in orders, as global semiconductor makers, including Taiwan Semiconductor Manufacturing Co (TSMC, 台積電), ramp up production abroad.
Clean rooms are an essential part of chip production, and are designed to eliminate dust, airborne particles and other contaminants that could damage sensitive components.
TSMC supplier United Integrated Services Co (UIS, 漢唐集成) is one of the biggest beneficiaries of this trend.
Photo: Bloomberg
Data obtained by Central News Agency showed that UIS secured NT$83.68 billion (US$2.83 billion) in clean room-related contracts from January to last month. That marked a record for the company, with the increase largely driven by TSMC’s US$65 billion investment in three advanced chip fabrication plants in Arizona. TSMC’s first fab in Arizona began mass production this year and the second is nearly complete.
UIS, which now holds a backlog of NT$132.27 billion in orders, is expected to receive more large orders in the second half of this year, leading analysts to forecast record-high sales for the company.
L&K Engineering Co (亞翔工程), another major clean room system provider, has also seen strong growth, reporting NT$95.76 billion in new orders in the first five months of this year, many of which came from Taiwanese clients expanding into Southeast Asia.
L&K’s total backlog has reached NT$208.49 billion, bolstered by projects for United Microelectronics Corp (聯電), which recently opened the first phase of its new fab in Singapore. Mass production there is expected to start next year, with a second phase in development.
L&K also worked for Vanguard International Semiconductor Corp (世界先進), which is partnering with NXP Semiconductors NV to build a 12-inch fab in Singapore, set to begin production in 2027.
Meanwhile, Acter Group Corp (聖暉) and Yankey Engineering Co (洋基工程) are reporting steady demand from local clients.
Acter has more than NT$46 billion in orders, up from NT$38 billion at the end of last year, thanks in part to business from Siliconware Precision Industries Co (矽品精密), a major chip packaging and testing firm.
Yankey Engineering has NT$40.67 billion in orders, partly supported by ASML Holding NV’s expansion in Taiwan.
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