[Taiwan News] Growing Importance of Plasma Equipment Driven by AI Semiconductor Demand: Four Taiwanese Companies Focus on Advanced Packaging <Y's Machinery Industry Journal Issued in the 3rd Week of May 2026>

Y's Consulting Group (Headquarters: Taipei City, Taiwan, Representative Director: Yasushi Yoshimoto) has published the third-week issue of May 2026 of its specialized Taiwanese machinery industry magazine, 'Y's Machinery Industry Journal'.

Y's Machinery Industry Journal Issue 0652

This issue features trends among 16 Taiwanese memory module and semiconductor inspection equipment manufacturers performing well due to AI demand. It analyzes their current situation and future growth drivers, noting that related companies' profits have doubled due to increased shipments for TSMC's 2-nanometer process and rising demand for CPO inspection equipment that resolves next-generation AI bottlenecks.

Furthermore, the publication covers diverse topics addressing cutting-edge technological shifts and responses to geopolitical risks. These include the strategies of plasma equipment manufacturers for glass substrates, which are gaining importance in advanced packaging; the business transformation of Eclat Forever Machinery, an IC substrate equipment manufacturer that successfully entered NVIDIA's AI supply chain; and the efforts of Taiwanese equipment manufacturers to target Chinese demand for mature processes while strengthening information security (SEMI E187 compliance) under export restrictions. Please utilize this as a reliable basis for decision-making in the Taiwanese manufacturing industry.

[Topic 1] 16 Taiwanese Memory Module and Semiconductor Inspection Equipment Companies See Strong Performance from AI Demand
Sixteen Taiwanese memory module and semiconductor inspection equipment companies maintain strong performance, with 2025 net profits more than doubling from the previous year and January-February 2026 sales surging over 70% year-on-year. ADATA Technology saw profits jump 2.68 times due to rising module prices, while Chroma ATE achieved record-high profits driven by expanded shipments of inspection equipment for TSMC's 2-nanometer process and CPO (Co-Packaged Optics).

[Topic 2] Growing Importance of Plasma Equipment Driven by AI Semiconductor Demand: Four Taiwanese Companies Focus on Advanced Packaging
Amid the miniaturization of AI semiconductors and advanced packaging (such as CoWoS), the industry is transitioning to plasma processing to remove contaminants from microscopic gaps on wafer surfaces and improve bonding reliability. Four Taiwanese manufacturers, including NEMS Technology and E&R Engineering, are focusing on developing and securing orders for plasma surface treatment equipment for glass substrates targeting next-generation Panel Level Packaging (PLP).

[Topic 3] IC Substrate Equipment Maker Eclat Forever Machinery Enters NVIDIA's AI Supply Chain
Eclat Forever Machinery secured an order for high-end IC substrate wet process equipment from major IC substrate maker Unimicron, contributing to an approximately 30% improvement in the ABF substrate yield rate. As a result, the company has become a vital support to NVIDIA's core suppliers and aims to secure a competitive edge by spearheading the development of equipment for next-generation glass substrates, anticipating mass production between 2028 and 2030.

[Topic 4] Taiwanese Semiconductor Equipment Manufacturers Target Chinese Demand and Strengthen Security Under Export Restrictions
Amid ongoing US-China tensions, Taiwanese semiconductor equipment manufacturers are complying with the Taiwanese government's strict export regulations and reviews for 12 types of equipment, while still seeking to capture equipment demand for mature manufacturing processes in China, the world's largest market. Concurrently, to gain the trust of overseas clients such as the US, they are strengthening cybersecurity measures, including compliance with the 'SEMI E187' information security standard for semiconductor equipment.