Msscorps Co (汎銓科技), which provides advanced semiconductor materials and failure analysis services, yesterday forecast revenue to rise next year, thanks to robust demand and overseas lab expansions.
The company said it aims to boost revenue to NT$2.7 billion to NT$2.8 billion (US$85.8 million to US$89 million) next year, up more than 30 percent from an estimated NT$2.1 billion for this year.
Msscorps posted record revenue of NT$207 million for last month, bringing cumulative revenue in the first 11 months of this year to NT$1.97 billion, up 9.7 percent year-on-year.
Photo: Grace Hung, Taipei Times
The company also expects gross margin to rebound to about 30 percent next year from 20 percent this year, attributable to eased equipment depreciation costs.
Capital expenditure is expected to drop to about NT$500 million next year, from a peak of NT$1.5 billion last year, it said.
Artificial intelligence (AI) chip material analysis would continue to be one of the company’s growth engines next year as Msscorps works with a major customer at its customized “AI zone” in Hsinchu City, Msscorps chairman Gino Leou (柳紀綸) told an earnings conference in Taipei.
By June next year, the AI customer would utilize 75 percent of the “AI zone,” compared with 25 percent this year, Leou said.
The customer is likely to become one of Msscorps’ top five customers, rising from the top 10 this year, he said, without naming the company.
It has been widely speculated that it is Nvidia Corp.
In addition to AI material analysis services, Msscorps also provides material and failure analysis for advanced process technologies, photonic integrated circuit inspections, and overseas fab expansions in China, the US and Japan.
Analysis services for advanced process technologies are expected to contribute a greater revenue share next year from 53.5 percent in the third quarter, Leou said.
Msscorps said its two-year overseas expansion is to bear fruit next year.
Overseas plants are to contribute about 35 percent to the company’s overall revenue next year, Leou said.
About 21 percent of the company’s revenue in the third quarter came from its overseas units, up from 17.4 percent in the same period last year.
The growth from its new labs in Shanghai and Shenzhen, China, would be strong next year, as Chinese chipmakers aggressively build new chip manufacturing facilities and develop homegrown semiconductor equipment amid intensified geopolitical tensions and technology competition, Msscorps said.
Next year, more than 20 new 12-inch fabs are to enter operations in China, boding well for the company’s business prospects, Leou said.
The company also said its US and Japanese units would generate meaningful revenue next year.
The US subsidiary, MSS USA Corp, launched its first advanced lab in Silicon Valley in May to serve US customers from Apple Inc to Nvidia, Applied Materials Inc and Lam Research Corp.
In Japan, Msscorps aims to provide material analysis services of new equipment, new photoresist and new chip packaging materials.
UNPRECEDENTED PACE: Micron Technology has announced plans to expand manufacturing capabilities with the acquisition of a new chip plant in Miaoli Micron Technology Inc unveiled a newly acquired chip plant in Miaoli County yesterday, as the company expands capacity to meet growing demand for advanced DRAM chips, including high-bandwidth memory chips amid the artificial intelligence boom. The plant in Miaoli County’s Tongluo Township (銅鑼), which Micron acquired from Powerchip Semiconductor Manufacturing Corp (力積電) for US$1.8 billion, is expected to make a sizeable capacity contribution to the company from fiscal 2028, the company said in a statement. It would be an extended production site of Micron’s large-scale manufacturing hub in Taichung, the company said. As the global semiconductor industry is racing to reach US$1 trillion
Singapore-based ride-hailing and delivery giant Grab Holdings Ltd has applied for regulatory approval to acquire the Taiwan operations of Germany-based Delivery Hero SE's Foodpanda in a deal valued at about US$600 million. Grab submitted the filing to the Fair Trade Commission on Friday last week, with the transaction subject to regulatory review and approval, the company said in a statement yesterday. Its independent governance structure would help foster a healthy and competitive market in Taiwan if the deal is approved, Grab said. Grab, which is listed on the NASDAQ, said in the filing that US-based Uber Technologies Inc holds about 13 percent of
Taiwan’s food delivery market could undergo a major shift if Singapore-based Grab Holdings Ltd completes its planned acquisition of Delivery Hero SE’s Foodpanda business in Taiwan, industry experts said. Grab on Monday last week announced it would acquire Foodpanda’s Taiwan operations for US$600 million. The deal is expected to be finalized in the second half of this year, with Grab aiming to complete user migration to its platform by the first half of next year. A duopoly between Uber Eats and Foodpanda dominates Taiwan’s delivery market, a structure that has remained intact since the Fair Trade Commission (FTC) blocked Uber Technologies Inc’s
Memory chip stocks extended their losses yesterday after Alphabet Inc’s Google publicized research that could allow more efficient use of the storage needed for artificial intelligence (AI) development. SK Hynix Inc and Samsung Electronics Co, South Korean leaders in the market, fell more than 6 percent and about 5 percent respectively in Seoul. In the US, Micron Technology Inc, Western Digital Corp and Sandisk Corp slid more than 2 percent in pre-market trading, after they all closed lower on Wednesday. Memory companies have been on a tear in recent months as the rapid development of AI infrastructure triggered a spike in chip
RSS