TAIPEI (Taiwan News) — Taiwanese suppliers of chemical materials reported higher July revenue as shipments to electronics and semiconductor sectors continued to grow.
Eternal Materials reported July revenue of NT$4.1 billion (US$129.2 million), up 23.86% from the same period a year earlier. Everlight posted revenue of NT$781 million, an annual increase of 25.71%, according to CMoney and UDN Money.
Eternal Materials said orders from the printed circuit board, advanced substrate, and semiconductor industries have strengthened. Its electronic materials portfolio includes dry-film photoresists, silicon microspheres, and materials used in advanced chip packaging, according to CTEE.
Eternal Materials' precision equipment business is also gaining momentum, with several projects undergoing final testing and customer approval. The segment is expected to contribute more to revenue in the second half of the year.
The company expects revenue to increase month over month in the third quarter.
Everlight said its electronic chemicals business is expected to benefit from stronger international contract manufacturing activity. The company is expanding production of photoresists for international customers, with a particular focus on materials used in back-end semiconductor packaging.
A new production line will focus on materials for advanced packaging, with the products currently undergoing customer verification. Photosensitive polyimide (PSPI), another material used in semiconductor packaging, remains at the sample-submission stage.
As electronic chemicals become a larger part of their businesses, the two companies are becoming more closely tied to developments in semiconductor manufacturing, advanced packaging, and high-end materials. Growth will depend not only on traditional product cycles but also on how quickly new technologies are adopted, according to CMoney.
The shift toward higher-value products could support profitability if new offerings complete customer qualification and move into volume production. However, the companies also face risks from customer qualification timelines, the timing of mass production, and changing technical requirements.
