Xundeq Maintains Strong Q3 Revenue: July Sales Hit NT$638 Million, Full-Year Growth Expected to Reach New High

Xundeq (6438-TW), an equipment manufacturer within TSMC's (2330-TW) supply chain, reported record second-quarter 2026 revenue of NT$1.824 billion, representing a 4.52% quarter-on-quarter increase and an 11.78% year-on-year rise. On today (3rd), Xundeq released its latest monthly sales data, announcing that July 2026 revenue reached NT$638 million, setting a new high for the month in recent years.

Xundeq’s July 2026 revenue amounted to NT$638 million, up 7.61% month-on-month and 5.38% year-on-year. Cumulative revenue from January to July 2026 totaled NT$4.207 billion, a 10.97% increase compared to the same period last year.

Additionally, driven by its mainland China subsidiary turning profitable, Xundeq’s Q2 revenue hit a record high, and quarterly profits are expected to surpass Q1’s NT$145 million. The company’s operational headquarters has relocated to the newly established Xinsheng Plant, where production capacity is already fully utilized, further boosting profitability in 2026.

Xundeq Machinery recorded Q2 2026 revenue of NT$1.824 billion, a new high. Analysts estimate that average monthly revenue in Q3 2026 will exceed NT$600 million, potentially setting another record. In Q4, semiconductor equipment shipments are scheduled to peak, leading to expectations that H2 performance will outperform H1. Full-year revenue is projected to grow 10–15% from 2025’s NT$6.467 billion, achieving yet another all-time high.

Xundeq benefits from dual growth drivers in semiconductor and PCB equipment demand. For PCB equipment, it has secured major orders from high-end manufacturers such as Zhen Ding-KY (4958-TW) and Jing Shuo (3189-TW). Specifically, Zhen Ding-KY placed an order worth NT$1.02 billion, while Jing Shuo’s order exceeds NT$700 million.

Xundeq’s H1 2026 revenue reached NT$3.568 billion, up 11.99% year-on-year. In H2 2026, favorable product mix dynamics are expected to drive performance above H1 levels. Full-year revenue is estimated to grow 10–15%, with profit growth potentially outpacing revenue growth by a multiple.

Moreover, semiconductor-related equipment shipments are expected to show significant growth starting in Q4, with strong momentum anticipated to continue into 2027.

In Q1 2026, Xundeq reported revenue of NT$1.745 billion, net profit of NT$145 million, and earnings per share of NT$1.76. Q2 revenue reached NT$1.824 billion. Favorable product mix, exchange rate gains, and recovery of overdue receivables are expected to boost both revenue and profits in Q2 beyond Q1 levels.

Regarding capacity planning, Xundeq’s newly built Zhongli Xinsheng Plant spans 12,000 ping, and the company’s operational headquarters has been relocated there. The plant includes cleanrooms dedicated to semiconductor equipment manufacturing. Chairman Wang Nianqing stated that the Zhongli Xinsheng Plant is currently operating at full capacity, and the company is actively seeking additional operational and warehouse space to meet rising demand in the second half of the year.