Taiwan Mask: Large-Size Photomask to Contribute Revenue in Q4, Second Half to Outperform First Half

(Central News Agency reporter Chang Chien-chung, Hsinchu, June 18) Chen Li-tun, General Manager of photomask manufacturer Taiwan Mask, said today that the 14-inch large-size photomask is expected to complete equipment installation in the third quarter and begin contributing to revenue in the fourth quarter. Revenue in the second half of the year is expected to outperform the first half.

Taiwan Mask held its annual shareholders' meeting today. In an interview, Chen said the company began ordering large-size photomask equipment in the third quarter of last year, with installation expected to be completed this year in the third quarter and revenue contribution starting in the fourth quarter. The company estimates this will inject approximately NT$500 million in revenue over the next year.

Chen stated that photomask product prices range from tens of thousands to hundreds of thousands of New Taiwan dollars, with the large-size photomask being a high-value product priced in the hundreds of thousands, primarily used for silicon interposers in advanced packaging CoWoS.

Regarding photomask products for advanced processes such as 28-nanometer, Chen noted that the company has currently introduced a limited amount of equipment, with mass production expected to ramp up next year.

Chen said Taiwan Mask will adopt a prudent capital expenditure strategy, planning to invest NT$1–2 billion annually to procure key equipment.

Regarding Jing Jin acquiring one board seat at Taiwan Mask, Chairman Tu Chun-kuang said Jing Jin has been investing in Taiwan Mask for three years, holding approximately 2.17% of shares as a financial investor. Despite the significant industry gap between the two companies, he expressed hope for future resource support to Taiwan Mask. (Edited by Chang Chun-mao) 1150618