Demand Surge Boosts Chien Fu Enterprise to Record June Revenue, Up 200% YoY, Self-Reported EPS at NT$0.37

Formerly known as a water resources概念股, Chien Fu Enterprise (8383-TW) announced today (20th) its June 2026 revenue reached NT$663 million, a record high, up 68.65% month-on-month and 200% year-on-year. The company's self-reported consolidated net profit for the month was NT$42 million, a 7.4-fold increase year-on-year, with earnings per share (EPS) reaching NT$0.37.

Chien Fu Enterprise's Q2 2026 revenue reached NT$1.409 billion, a new record, up 40.22% quarter-on-quarter and 89.07% year-on-year. Revenue for the first half of 2026 totaled NT$2.414 billion, up 54.39% year-on-year.

In Q1 2026, Chien Fu reported revenue of NT$1.005 billion, with a gross margin of 26.17%, net profit of NT$117 million (up 48.23% YoY), and EPS of NT$1.04. The June 2026 net profit accounted for 35.89% of Q1's net profit.

The company's strong performance in 2026 has been driven by rising capital expenditures in high-performance computing (HPC) and advanced semiconductor processes, fueling robust demand. Additionally, its subsidiary Chien Fu Precision (6829-TW) has shown steady growth, with June revenue up 200% YoY. Operational momentum continued to strengthen throughout the first half.

Since divesting its water resources business in 2022, Chien Fu Enterprise has focused on core operations including semiconductor facility system engineering, machinery, and Chien Fu Precision. The rapid global development of AI applications has spurred expansion in wafer fabs, advanced packaging plants, and related supply chains. The company has benefited from existing clients' increased investments and has secured qualified supplier status with multiple domestic high-tech giants, expanding its market footprint and laying a solid foundation for future orders.

In semiconductor facility engineering, Chien Fu has over 30 years of experience in high-tech plant construction, offering cleanroom exhaust systems, secondary piping, and integrated facility solutions. It possesses full capabilities in design, manufacturing, installation, and maintenance. The company maintains on-site engineering teams at multiple wafer fabs for real-time support and operates manufacturing facilities to produce high-end, high-precision custom tubing. It continues to adopt robotic welding and automated processes to enhance product quality, production efficiency, and delivery competitiveness.

As AI chips, HPC, and CoWoS advanced packaging capacity expands, demand for high-purity, high-cleanliness, and high-reliability facility engineering has risen. Chien Fu has accumulated deep expertise and project experience in highly corrosive, high-purity chemical gas piping and special process installations, enabling it to deliver high-barrier technical solutions and strengthen its competitive edge.

Meanwhile, its subsidiary Chien Fu Precision (6829-TW) specializes in high-precision components for optoelectronic semiconductors, aerospace, and defense. It possesses core technologies in vacuum chamber (PVD/CVD) precision machining and special welding. In March 2026, it successfully delivered the first ultra-low-temperature vacuum chamber for quantum computers and is now handling a second unit. It continues to participate in next-generation equipment development with clients, becoming the only domestic supplier with actual delivery experience in quantum computing hardware. This not only deepens its semiconductor equipment footprint but also marks its entry into the quantum computing supply chain, opening new growth opportunities.