PCB equipment to drive growth, Ta Liang GM says
By Lisa Wang / Staff Reporter
Ta Liang Technology Co (大量), a supplier of advanced chip packaging equipment and printed circuit board (PCB) drilling machines, yesterday projected that shipments of its PCB equipment would increase by a double-digit percentage next year, supported by sustained demand for artificial intelligence (AI) applications.
The company has secured more than 1,000 units of orders from its PCB customers, Ta Liang general manager Eric Yu (游善溥) said during an online earnings conference.
“We are optimistic about next year. We have secured many orders, especially for premium models,” Yu said. “We expect a double-digit percentage growth in shipments for back-drilling and routing equipment with charge-coupled device [CCD] [camera].”
Electronic components are seen on a printed circuit board on display during SEMICON Taiwan in Taipei on September 2.
Photo: AFP
The lead time for its PCB equipment stretches to five to six months, Yu said.
Ta Liang’s high-end PCB equipment with a digital camera uses a CCD image sensor to capture light and turn it into a digital photograph, delivering higher-precision routing.
The CCD routing equipment is an essential growth driver for Ta Liang, driven by growing demand for optical transceivers, Yu said. The equipment is used to produce high-end PCBs for optical transceivers for AI servers, he said.
Ta Liang plans to boost organic capacity by 25 percent to more than 500 units annually next year from 400 units this year, while increasing its external capacity to 150 units per year through a partner, the company said.
Ta Liang Advanced Smart Technology Co (TL Smart, 量先進智能), a subsidiary of Ta Liang, said the semiconductor equipment sector is poised for robust growth.
TL Smart mainly supplies metrology, automated optical inspection and automation equipment used in front-end wafer processing and advanced packaging technologies from chip-on-wafer-on-substrate (CoWoS) to chip-on-panel-on-substrate (CoPoS) and co-packaged optical.
“We are optimistic about next year,” TL Smart president Gary Lee (李賢銘) said. “We expect explosive growth from this quarter, backed by scaling shipments to OSAT [outsourced semiconductor assembly and testing] customers.”
TL Smart counts major foundry service provider Taiwan Semiconductor Manufacturing Co (台積電) and OSAT companies such as ASE Technology Holding Co (日月光投控) among its customers.
Ta Liang yesterday reported that net profit last quarter surged 3.2-fold to NT$905 million (US$27.54 million) from the same period last year. In the first three quarters of this year, net profit was NT$1.73 billion, more than doubling profit from a year earlier, with earnings per share of NT$19.24.
Gross margin improved to 46.36 percent in the first three quarters from 38 percent a year ago due to more shipments of high-end equipment, it said.
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