TSMC and Others Drive Semiconductor Engineering Firms' Orders Over 880 Billion Yuan

TSMC, Micron, and other companies are increasing capital expenditures to expand production, driving the orders of the top five semiconductor engineering firms—Hantang, Yaxiang, Fanxuan, Yangji, and Shenghui—to exceed 880 billion yuan, setting a historical record. TSMC stated at the semiconductor exhibition that it is building 20 wafer fabs, with overall capacity expansion significantly higher than in the past, yet it still cannot meet customer demand. The U.S. tariff policy has stimulated the demand for manufacturing plants in the U.S. Yaxiang's order amount is 440.073 billion yuan, and Chairman Yao Zuxiang mentioned that the total amount of contracts undertaken in Singapore over the past four years has reached 600 billion yuan, with expectations for new contracts to follow. Hantang's order amount is approximately 193.937 billion yuan, benefiting from continued factory construction by major clients like TSMC and Micron. Fanxuan's order amount is 135.1 billion yuan, and Chairman Gao Xinming revealed that the order visibility extends at least to 2028, with related projects already in planning. Fanxuan has deployed materials, manpower, and local construction teams to support clients' expansion needs in Taiwan, Arizona in the U.S., Japan, and Germany, and is investing in the development of technologies such as CoPoS. Shenghui's order amount exceeds 60 billion yuan, with Taiwan accounting for 68% and semiconductor orders making up 63%. In the first half of the year, the after-tax net profit was 2.944 billion yuan, with earnings per share of 2.373 yuan, setting a new high for the same period. Yangji's after-tax net profit in the first half of the year was 2.317 billion yuan, with earnings per share of 1.746 yuan, and the order amount is approximately 51.77 billion yuan, with order visibility extending to the end of 2027.

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