Katsura Achieves New Monthly Revenue High in July Driven by Semiconductor and AI 'Subsystem' Shipments

Katsura (6215-TW), an expert in AI and robotics automation solutions, announced July revenue of NT$3.78 billion, marking a new monthly high with a 37.2% year-over-year and 35.53% month-over-month increase. Cumulative revenue for 2026 (1-7 months) reached NT$20.53 billion, up 50.4% year-over-year.

Katsura attributed the strong July performance to robust shipments of semiconductor and high-end AI server 'subsystems (Subsystem)' and successful delivery of backlogged orders. The company continues to deepen field validation and technical optimization in the areas of embodied AI and functional robotics, laying the groundwork for future commercialization.

Katsura noted that the global surge in AI computing demand is driving rapid expansion of semiconductor advanced processes and AI server production capacity. To meet stringent requirements for high yield and reliability, 'subsystems' have become a critical factor in industrial upgrades. These systems directly determine the yield of expensive chips and server motherboards. In key semiconductor manufacturing processes, Katsura provides corresponding precision components for motion, drive, control, and sensing. The company deeply integrates high-precision motion control, visual recognition, and sensing modules, utilizing real-time monitoring subsystem integration capabilities to provide high-value-added automation solutions for pre-shipment product testing.

Katsura emphasized that its services have successfully overcome bottlenecks in advanced manufacturing technologies. Along with the expansion waves of leading semiconductor foundries and server OEMs, the company has demonstrated strong pull-through power, becoming a key engine for revenue growth.

Additionally, Katsura will participate in the '2026 Taipei International Automation Industry Exhibition' from August 19-21. This year's exhibition will continue with 'Machines for People' as the core theme, showcasing various types of robots including humanoid, autonomous mobile robots (AMR), wheeled, quadruped robots, and functional AMRs. The company will also display SMT production line peripheral equipment such as dispensing machines and related accessories, as well as the behind-the-scenes workhorses of automation.

Katsura's booth will demonstrate the company's strength in transmission, drive, and sensing components, showcasing its ability to provide high-value-added integrated services. The company's expert team will offer one-stop smart upgrading consulting on-site, inviting industry leaders and partners to visit the booth at Nangang Exhibition Hall 1 to co-create a new era of high productivity and high yield.