Machvision boosts capacity target
Machvision Inc. has increased its annual capacity expansion target by over 60 percent, aiming for a production output of NT$10 billion (US$314 million), up from the NT$6 billion estimated in March. This adjustment is driven by a surge in demand for artificial intelligence (AI)-related applications, according to the company.
Machvision's revised capacity target reflects strong market signals for AI-related hardware components. Chairman Collin Wang noted clearer and longer order visibility, specifically for automated optical inspection (AOI) tools used in graphics processing units and advanced substrates. These components are crucial for AI servers and advanced packaging technologies, suggesting sustained investment in foundational AI infrastructure.
The company's expansion into the semiconductor inspection market three years ago is now showing significant returns. Its new semiconductor automated inspection division is expected to accelerate growth next year, driven by broader adoption of wafer-level inspection, optical transceiver systems, and electrical testers. This diversification appears timely, positioning Machvision to capitalize on the expanding semiconductor ecosystem that underpins AI advancements.
Machvision anticipates AI-related products will contribute a substantial portion of its revenue, rising from about 70 percent this year to an estimated 80-90 percent next year. Wang expects semiconductor AOI equipment to surpass substrate inspection tools within two years, underscoring the potential scale of the broader semiconductor inspection market. Some substrate inspection orders reportedly have visibility extending up to three years.
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