Wafer Shifter Invests NT$2 Billion in Expansion, Reports Record First Quarter Revenue
Wafer Shifter (旺矽) announced a record first-quarter revenue of NT$3.93 billion, a 39% year-on-year increase. The company is investing NT$2 billion in capacity expansion, driven by strong demand for AI chip and high-end semiconductor testing. Production capacity for MEMS probe cards and VPC probe cards is expected to increase by 50% by year-end. Lead times for probe cards have extended to six months, with some orders visible up to two years out.
📋 Article Processing Timeline
- 📰 Published: April 8, 2026 at 21:31
- 🔍 Collected: April 8, 2026 at 22:00 (29 min after Published)
- 🤖 AI Analyzed: April 8, 2026 at 23:01 (1h 1m after Collected)
Wafer Shifter (旺矽) reported its March revenue at NT$1.388 billion, up 5.5% month-on-month and 38.6% year-on-year, marking the second-highest monthly revenue. Its first-quarter revenue reached NT$3.93 billion, a 39% increase year-on-year and surpassing the previous quarter's NT$3.836 billion, setting a new quarterly record. The company attributes this growth to sustained high demand for AI chips and advanced semiconductor testing. Lead times for probe cards have extended to six months, and order visibility extends up to two years for certain products. To meet this demand, Wafer Shifter is investing NT$2 billion in expanding its production capacity. By the end of the year, the capacity for MEMS probe cards and Vertical Probe Cards (VPC) is projected to increase by 50% compared to 2025. The company noted a continuous influx of urgent orders for Cantilever Probe Cards (CPC), with a book-to-bill ratio greater than 1. VPC probe card production has been operating at full capacity since the second half of 2025, a situation expected to continue through the third quarter of the current year.
FAQ
What is Wafer Shifter's financial performance?
Wafer Shifter reported record first-quarter revenue of NT$3.93 billion, a 39% year-on-year increase. March revenue also saw significant year-on-year growth.
What is driving Wafer Shifter's growth?
The company is benefiting from strong demand for AI chips and high-end semiconductor testing, leading to extended lead times for its probe card products.
What are Wafer Shifter's expansion plans?
The company is investing NT$2 billion in capacity expansion, aiming to increase MEMS and VPC probe card capacity by 50% by the end of the year.
What is the current order situation?
Lead times for probe cards have extended to six months, with order visibility up to two years. Urgent orders for Cantilever Probe Cards are frequent, and VPC production is at full capacity through Q3.