Marketech, which supports semiconductor plant construction in Taiwan, has expanded its order backlog to TWD 135.1 billion on the tailwind from AI investment. Revenue in the July to September 2026 quarter rose sharply year on year, and cumulative revenue also exceeded the full-year result.
Taiwan's Marketech has grown as a company responsible for plant infrastructure, including clean rooms, piping, and the delivery and installation of manufacturing equipment. It also currently undertakes contract manufacturing of modules for ASML's EUV lithography equipment, while increased production of AI semiconductors is driving its performance.
Revenue in the July to September 2026 quarter was TWD 21.91 billion, up 91.1% year on year and a quarterly record. Cumulative revenue for January to September was TWD 57.421 billion, approximately ¥277.2 billion, already exceeding the full-year result for 2025.
The order backlog reached TWD 135.1 billion, approximately ¥652.3 billion, and Chairman 高新明 said the company has visibility on projects through at least 2028. At the same time, the simultaneous progress of plant construction in the United States, Japan and Germany is creating new management challenges in securing labor and materials.
Overall, the picture is one in which expanding AI investment, centered on plant infrastructure and equipment manufacturing, is supporting Marketech's orders and revenue.