Yesiang Enterprise Co (鈺祥), the nation’s biggest semiconductor chemical filters supplier, on Monday said it aims to grow revenue by at least a double-digit percentage this year after tapping into a new market segment by supplying recyclable chemical filters.
The company said it is also benefiting from significant increases in consumption of airborne molecular contamination (AMC) prevention and chemical filters by major customers, due to high silicon purity requirements during the manufacturing process for advanced semiconductors such as 2-nanometer chips, the company said.
“AMC filter usage doubles when chipmakers introduce a new generation of technology. As chip manufacturing becomes increasingly complex, AMC control becomes increasingly critical,” Yesiang chairman James Chuang (莊士杰) said.
Photo: CNA
Yesiang, which commands about a 70 percent share of Taiwan’s AMC market, last year opened two new factories in Tainan’s Liouying District (柳營), as customer demand continued to grow, Chuang said, adding that the company has a long order visibility through 2030.
The company supplies AMC filters to more than 30 chip fabrication plants including 17 advanced fabs in Hsinchu, Taichung, Tainan, Kaohsiung and Arizona. It counts Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) and ASE Technology Holding Co (日月光投控) among major customers.
Recyclable AMC filters are expected to make up about 25 percent to 30 percent of the company’s revenue this year, Yesiang spokesman Alex Tsai (蔡呈佑) said.
The company this year began to supply this new product on a subscription basis, he said.
The new filters can be recycled and reused 10 times, allowing chipmakers to reduce industrial waste by 95 percent and carbon emissions by 85 percent, he said.
The company is to debut on the Taipei Exchange’s Emerging Stock Board today at NT$602 per share. It plans to apply for a listing on the Taiwan Stock Exchange in the fourth quarter.
Yesiang reported that revenue last year dropped 13.5 percent to NT$1.66 billion (US$51.83 million) from NT$1.92 billion in 2024, citing delays in new product development.
Net profit plummeted 68.45 percent to NT$185 million from NT$589 million in the previous year. Earnings per share fell to NT$2.64 from NT$10.38, and gross margin shrank to 44 percent from 53 percent.
ENERGY ISSUES: The TSIA urged the government to increase natural gas and helium reserves to reduce the impact of the Middle East war on semiconductor supply stability Chip testing and packaging service provider ASE Technology Holding Co (日月光投控) yesterday said it planned to invest more than NT$100 billion (US$3.15 billion) in building a new advanced chip testing facility in Kaohsiung to keep up with customer demand driven by the artificial intelligence (AI) boom. That would be included in the company’s capital expenditure budget next year, ASE said. There is also room to raise this year’s capital spending budget from a record-high US$7 billion estimated three months ago, it added. ASE would have six factories under construction this year, another record-breaking number, ASE chief operating officer Tien Wu
The EU and US are nearing an agreement to coordinate on producing and securing critical minerals, part of a push to break reliance on Chinese supplies. The potential deal would create incentives, such as minimum prices, that could advantage non-Chinese suppliers, according to a draft of an “action plan” seen by Bloomberg. The EU and US would also cooperate on standards, investments and joint projects, as well as coordinate on any supply disruptions by countries like China. The two sides are additionally seeking other “like-minded partners” to join a multicountry accord to help create these new critical mineral supply chains, which feed into
For weeks now, the global tech industry has been waiting for a major artificial intelligence (AI) launch from DeepSeek (深度求索), seen as a benchmark for China’s progress in the fast-moving field. More than a year has passed since the start-up put Chinese AI on the map in early last year with a low-cost chatbot that performed at a similar level to US rivals. However, despite reports and rumors about its imminent release, DeepSeek’s next-generation “V4” model is nowhere in sight. Speculation is also swirling over the geopolitical implications of which computer chips were chosen to train and power the new
TECH WINNERS: Taiwan and South Korea reported robust trade, which suggests that they have critical advantages in the rapidly expanding AI supply chain, an official said Exports last month surged to a new high, as booming demand tied to artificial intelligence (AI) infrastructure fueled shipments of advanced technology components, underscoring the nation’s pivotal role in the global semiconductor supply chain. Outbound shipments climbed to US$80.18 billion, the highest ever for a single month, rising 61.8 percent from a year earlier and marking the 29th consecutive month of growth, the Ministry of Finance said yesterday. “The surge was driven primarily by global investment in AI infrastructure,” Department of Statistics Director-General Beatrice Tsai (蔡美娜) said. The mass production of next-generation AI computing systems has accelerated procurement across the semiconductor supply
RSS