Hiwin: Targeting AI Humanoid Robots, Benefiting from Semiconductor Automation Demand
Hiwin, a major transmission component manufacturer, is actively deploying key components for AI humanoid robots and specialized robots, and has entered AI server applications. Benefiting from increased demand in the semiconductor and automation industries, delivery times for major products like ball screws and linear guides have lengthened. The company is currently working overtime to fulfill orders and expects operational growth this year.
📋 Article Processing Timeline
- 📰 Published: May 8, 2026 at 16:25
- 🔍 Collected: May 8, 2026 at 16:32 (6 min after Published)
- 🤖 AI Analyzed: May 8, 2026 at 17:09 (37 min after Collected)
Central News Agency
(Central News Agency reporter Zhong Rong-feng, Taipei, 8th) Cho Wen-heng, chairman of major transmission component manufacturer Hiwin, said today that Hiwin is actively deploying key transmission components for AI humanoid robots and specialized robots, and has also entered AI server applications. Benefiting from increasing demand in the semiconductor and automation industries, delivery times for major products including ball screws and linear guides have lengthened. The company is currently working overtime to fulfill orders, and operational growth is expected this year.
Hiwin held an online investor conference this afternoon. Looking ahead to this year's operations, Cho Wen-heng said that despite rising raw material costs and geopolitical risks, Hiwin's operational target for this year is better than the past 2 to 3 years, and the overall gross margin is also expected to significantly improve compared to 2025, with a chance to exceed 30%.
Regarding product price adjustments, Cho Wen-heng pointed out that at the end of March, Hiwin adjusted the prices of some products in response to rising raw material costs. These adjustments will gradually be reflected in the next 2 to 3 months. If there are no major market fluctuations in the future, Hiwin will not adjust prices again.
Hiwin explained that this year's gross margin has the opportunity to improve due to price adjustments for some products and increased overall capacity utilization, but exchange rate variables still need to be observed.
Observing order and delivery trends, Cho Wen-heng pointed out that demand in China's automation, semiconductor, and machine tool industries continues to grow. Hiwin's shipments of products including ball screws, linear guides, and robots have increased. Hiwin began implementing some overtime at the beginning of this year to fulfill orders, and orders in April remained high. The company is currently working overtime to fulfill orders.
Cho Wen-heng said that the average delivery time for ball screw products has been extended to about 4.5 to 5 months, and the average delivery time for linear guide products is about 3.5 months. The extended delivery times indicate increasing market demand. In addition, demand in the semiconductor equipment sector is growing, and semiconductor equipment manufacturers in China, Taiwan, and Japan are increasing their purchasing power this year.
Regarding robot deployment, Cho Wen-heng pointed out that Hiwin continues to engage with US-based logistics and other specialized robot manufacturers and AI humanoid robot manufacturers, and is also negotiating with Taiwanese robot OEM manufacturers. Hiwin is actively deploying key component products for specialized and AI humanoid robots, including reducers, ball screws, and planetary roller screws, and related products are continuously being sampled.
Looking ahead to robot growth items this year, Cho Wen-heng pointed out that Hiwin's shipments of semiconductor application wafer robots and wafer transfer system platforms are expected to remain positive this year. Logistics-specific robots can gradually be mass-produced in small batches this year, and Hiwin continues to enter US-based robot dog products. He said that the robot industry is expected to continue to develop next year.
In AI server applications, Cho Wen-heng said that Hiwin continues to enter transmission component products required for manufacturing equipment such as cabinets, heat dissipation modules, and connector connectors.
Hiwin today announced its Q1 financial report: consolidated revenue of NT$6.379 billion, consolidated gross margin of 31.94%, which is the highest since Q4 2023; single-quarter consolidated operating profit of NT$630 million, operating margin of 9.88%, a six-quarter high; profit attributable to owners of the parent company of NT$579 million, also a six-quarter high; and basic earnings per share of NT$1.64.
Hiwin pointed out that market demand began to recover from the end of 2025, mainly driven by applications in the semiconductor and AI industries, as well as infrastructure.
From the perspective of product revenue proportion, according to the data, ball screws accounted for about 20% of Hiwin's Q1 revenue, linear guides accounted for about 60%, robot revenue increased to about 12%, and others accounted for 8%. (Editor: Zhang Junmao) 1150508
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(Central News Agency reporter Zhong Rong-feng, Taipei, 8th) Cho Wen-heng, chairman of major transmission component manufacturer Hiwin, said today that Hiwin is actively deploying key transmission components for AI humanoid robots and specialized robots, and has also entered AI server applications. Benefiting from increasing demand in the semiconductor and automation industries, delivery times for major products including ball screws and linear guides have lengthened. The company is currently working overtime to fulfill orders, and operational growth is expected this year.
Hiwin held an online investor conference this afternoon. Looking ahead to this year's operations, Cho Wen-heng said that despite rising raw material costs and geopolitical risks, Hiwin's operational target for this year is better than the past 2 to 3 years, and the overall gross margin is also expected to significantly improve compared to 2025, with a chance to exceed 30%.
Regarding product price adjustments, Cho Wen-heng pointed out that at the end of March, Hiwin adjusted the prices of some products in response to rising raw material costs. These adjustments will gradually be reflected in the next 2 to 3 months. If there are no major market fluctuations in the future, Hiwin will not adjust prices again.
Hiwin explained that this year's gross margin has the opportunity to improve due to price adjustments for some products and increased overall capacity utilization, but exchange rate variables still need to be observed.
Observing order and delivery trends, Cho Wen-heng pointed out that demand in China's automation, semiconductor, and machine tool industries continues to grow. Hiwin's shipments of products including ball screws, linear guides, and robots have increased. Hiwin began implementing some overtime at the beginning of this year to fulfill orders, and orders in April remained high. The company is currently working overtime to fulfill orders.
Cho Wen-heng said that the average delivery time for ball screw products has been extended to about 4.5 to 5 months, and the average delivery time for linear guide products is about 3.5 months. The extended delivery times indicate increasing market demand. In addition, demand in the semiconductor equipment sector is growing, and semiconductor equipment manufacturers in China, Taiwan, and Japan are increasing their purchasing power this year.
Regarding robot deployment, Cho Wen-heng pointed out that Hiwin continues to engage with US-based logistics and other specialized robot manufacturers and AI humanoid robot manufacturers, and is also negotiating with Taiwanese robot OEM manufacturers. Hiwin is actively deploying key component products for specialized and AI humanoid robots, including reducers, ball screws, and planetary roller screws, and related products are continuously being sampled.
Looking ahead to robot growth items this year, Cho Wen-heng pointed out that Hiwin's shipments of semiconductor application wafer robots and wafer transfer system platforms are expected to remain positive this year. Logistics-specific robots can gradually be mass-produced in small batches this year, and Hiwin continues to enter US-based robot dog products. He said that the robot industry is expected to continue to develop next year.
In AI server applications, Cho Wen-heng said that Hiwin continues to enter transmission component products required for manufacturing equipment such as cabinets, heat dissipation modules, and connector connectors.
Hiwin today announced its Q1 financial report: consolidated revenue of NT$6.379 billion, consolidated gross margin of 31.94%, which is the highest since Q4 2023; single-quarter consolidated operating profit of NT$630 million, operating margin of 9.88%, a six-quarter high; profit attributable to owners of the parent company of NT$579 million, also a six-quarter high; and basic earnings per share of NT$1.64.
Hiwin pointed out that market demand began to recover from the end of 2025, mainly driven by applications in the semiconductor and AI industries, as well as infrastructure.
From the perspective of product revenue proportion, according to the data, ball screws accounted for about 20% of Hiwin's Q1 revenue, linear guides accounted for about 60%, robot revenue increased to about 12%, and others accounted for 8%. (Editor: Zhang Junmao) 1150508
Stand with facts, every sponsorship is a force to protect press freedom.
Download the Central News Agency's "First-hand News" APP to stay updated with the latest news.
The text, images, and videos on this website may not be reproduced, publicly broadcast, or publicly transmitted and used without authorization.