Grand Process Technology Corp (GPTC, 弘塑科技), a supplier of advanced chip packaging equipment, yesterday said that order visibility would continue to improve through the first two quarters of next year, driven by strong customer demand fueled by the artificial intelligence (AI) boom.
Lead times for some key equipment are increasing, meaning customers might face longer wait times than the usual delivery period of six to nine months, the company said in a statement.
Previously, GPTC reported order visibility extending six months through the end of this year, an improvement over the typical three-month period tracked by most semiconductor companies.
Photo: Grace Hung, Taipei Times
The company’s confidence grew as US tariff policies became clearer, with the 90-day reprieve set to end on Friday, prompting a shift from its previously cautious stance on customer demand due to tariff-related risks.
“Our factories are currently operating at full capacity. Equipment order visibility now extends through the first half of 2026,” the company said. “We are benefiting from robust demand in AI, high-performance computin and advanced smartphone chips, which are driving significant demand for advanced packaging equipment like chip-on-wafer-on-substrate [CoWoS].”
GPTC focuses on supplying a wide range of semiconductor wet processing equipment mainly used in advanced CoWoS packaging technology, including wet benches, wet cleaning systems and single wafer set processing systems.
The company holds about 75 percent of the CoWoS wet process equipment market in Taiwan.
Taiwan Semiconductor Manufacturing Co (台積電), one of GPTC’s largest customers, earlier this month told investors that it is struggling to meet the strong demand for its CoWoS capacity.
GPTC also counts ASE Technology Holding Co, the world’s largest chip testing and packaging service provider, among its major customers.
The company reported a 54 percent year-on-year increase in revenue for the first half of the year to NT$2.9 billion (US$98.2 million). It expressed confidence in achieving another record-high revenue this year, surpassing last year’s record of NT$4.07 billion.
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