Major semiconductor material and failure analysis services providers Materials Analysis Technology Inc (MA-tek, 閎康) and Msscorps Co (汎銓科技) reported record annual revenue for last year, benefiting from strong demand amid an artificial intelligence (AI) boom.
MA-tek’s revenue expanded 8.51 percent annually to NT$5.55 billion (US$175.8 million) last year from NT$5.11 billion, the company said in a statement yesterday, citing rising analysis service demand for AI chips developed by global cloud service providers (CSPs).
Major CSPs such as Google and Meta Platforms Inc have quickened pace in developing in-house AI application-specific integrated circuits (ASICs) to lower costs and lessen dependency on Nvidia Corp’s graphics processing units, MA-tek said.
Photo: EPA
CSPs are expected to roll out new-generation AI ASICs every one to two years on average, MA-tek said, citing market researcher TrendForce Corp’s (集邦科技) analysis.
To make faster technology migration possible amid shorter chip designing time, chip developers have proactively adopted advanced chip manufacturing technologies, which have stimulated demand for chip burn-in tests and reliability analysis, it said.
Additionally, chipmakers want to enhance production yields as manufacturing becomes more complicated, boosting demand for the company’s services, MA-tek said.
Separately, Msscorps said revenue last year climbed 10.78 percent to an all-time high of NT$2.18 billion, compared with NT$1.97 billion in 2024, with revenue last month hitting a record NT$213 million.
The company attributed its strong performance to customers’ migration to advanced technologies and strong demand for advanced packaging technology, which has led to rising demand for material analysis for AI chips, as well as for inspection and analysis of silicon photonics, it said.
Msscorps said it saw higher revenue contributions from its overseas labs in China, the US and Japan during the fourth quarter of last year, without disclosing exact numbers.
In the third quarter, the company’s overseas fabs contributed about 21 percent of its total revenue, up from 17.4 percent in the same period of 2024.
For this year, the company said it aims to grow revenue by 23.85 percent to at least NT$2.7 billion, with overseas labs expected to contribute about 35 percent to the total.
Msscorps counts Nvidia Corp, Apple Inc, Applied Materials Inc and Lam Research Corp among its customers.
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