Msscorps profits surging with help from AI demand

• By Lisa Wang / Staff Reporter

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Semiconductor materials and failure analysis specialist Msscorps Co (汎銓) reported its net profit surged from NT$30.53 billion (US$928.5 billion) a year earlier to NT$85.4 billion in the third quarter amid the artificial intelligence (AI) boom.

Last quarter was the company’s second-most profitable quarter, increasing from NT$18.6 million in the second quarter, Msscorps said yesterday.

The performance highlights growing demand for analysis services for next-generation processes and packaging technologies, it said.

Msscorps Co chairman Gino Leou stands in front of the company’s latest silicon photonics inspection equipment at an event in Hsinchu City on Thursday last week.

Photo courtesy of Msscorps Co

During the first three quarters, the company reported combined net profit of NT$72.15 million, compared with a net loss of NT$33.01 million a year earlier, with earnings per share of NT$1.35 over the period.

This year, the company “has been benefiting from surging demand for material and failure analysis services for advanced process nodes, AI and advanced packaging technologies,” Msscorps said in a statement.

Msscorps counts Nvidia Corp and major global semiconductor equipment suppliers and chip designers among its customers.

The company is accelerating the deployment of its silicon photonics and co-packaged optics (CPO) inspection equipment and related analytical services to diversify revenue sources beyond its core analysis business, the statement said.

In collaboration with industry leaders MPI Corp (旺矽) and California-based FormFactor Inc, Msscorps is slated to roll out two newly co-developed CPO inspection models in the first quarter of next year, it said.

Yesterday, Msscorps also reported last month’s revenue jumped 48.51 percent annually to NT$255 million, the second-highest monthly figure on record. Revenue for the first 10 months increased 26.74 percent year-on-year to NT$2.23 billion, it said.

Msscorps’ local peer Materials Analysis Technology Inc (MA-tek, 閎康) yesterday said third-quarter net profit soared 84 percent annually to NT$261 million from NT$139 million, driven by strong demand for compositional analysis services for AI chips and high-bandwidth memory chips and silicon photonic components.

The growth was also fueled by contributions from the company’s labs in Hokkaido, Japan, MA-tek said in a separate statement.

In the first three quarters, combined net profit expanded 65 percent year-on-year to NT$486 million from NT$284 million. Earnings per share rose to NT$6.68 from NT$4.26.

The company yesterday reported NT$338 million in revenue for last month, down 1.23 percent month-on-month but up 10.19 percent year-on-year. In the first 10 months, cumulative revenue rose 16.95 percent to NT$3.38 billion from NT$2.89 billion a year earlier, it said.