According to ME News, on September 7 (UTC+8), increased capital expenditures by companies such as TSMC and Micron to expand production have driven the top five semiconductor plant engineering firms—Hantek, Aeternum, Fanxuan, Yangji, and Shenghui—to collectively hold orders exceeding NT$880 billion, a record high. At a recent semiconductor exhibition, TSMC stated that it is constructing up to 20 new wafer fabs, significantly expanding its overall capacity compared to previous levels, yet still unable to meet customer demand. U.S. tariff policies have spurred demand for manufacturing facility construction in the United States. Aeternum holds the largest order backlog at NT$440.073 billion; Chairman Yao Zuxiang noted that over the past four years, the company has secured EPC contracts in Singapore totaling nearly NT$600 billion and expects additional new projects ahead. Hantek’s order backlog reached approximately NT$193.937 billion, another record, driven by continued factory construction from major clients like TSMC and Micron. Fanxuan’s order backlog hit a new high of NT$135.1 billion; Chairman Gao Xinming revealed that order visibility extends at least to 2028, with clients already planning projects for 2029 and 2030. Fanxuan has deployed materials, manpower, and local construction teams to support simultaneous expansion efforts by customers in Taiwan, Arizona (USA), Japan, and Germany, while also investing in technologies such as CoPoS. Shenghui’s order backlog exceeds NT$60 billion, with Taiwan accounting for 68% and semiconductor orders making up 63%. The company posted a post-tax net profit of NT$2.944 billion in the first half of the year, with earnings per share of NT$23.73—both record highs for the same period. Yangji reported a post-tax net profit of NT$2.317 billion in the first half of the year, with earnings per share of NT$17.46, and an order backlog of approximately NT$51.77 billion, with visibility extending through the end of 2027. (Source: ChainCatcher)
Combined orders from semiconductor engineering firms exceed NT$880 billion amid expansion.
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Summary
Top altcoin news highlights a surge in semiconductor engineering orders, with the top five firms—Hantek, Axiom, Fan Hsuang, Yang Ji, and Suntel—reporting a combined backlog exceeding NT$8.8 trillion. Growth is being driven by capital spending from TSMC and Micron. Axiom leads with NT$4,400.73 billion in orders. TSMC is expanding up to 20 wafer fabrication plants, yet demand remains robust. On-chain data shows U.S. tariffs are also boosting domestic production. All five firms have reached new order highs.
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