Semiconductor equipment manufacturer Skytech Inc. has achieved significant success with its self-developed ALD and PVD equipment, with this year’s revenue share exceeding 50%
Skytech Inc. (6937), which transitioned from semiconductor components to self-manufactured equipment, has reported significant success in both front-end and back-end semiconductor processing equipment. Recently, the company has benefited from China’s expansion of semiconductor capabilities and Taiwan’s increased wafer foundry and advanced packaging capacities, leading to a notable acceleration in order growth. According to sources within the semiconductor supply chain, with higher-margin equipment shipments, Skytech’s revenue in February and March could potentially double compared to January. For the entire year, the revenue share from shipments of Atomic Layer Deposition (ALD) and Physical Vapor Deposition (PVD) equipment is expected to exceed 50%, driving a double-digit percentage increase in total annual revenue for 2024.