Global leader in advanced process molecular contamination (AMC) filtration—Yushiang Enterprise (Stock Code: 7909)—today convened its board meeting and released its 2026 first-half financial report and July revenue results. Benefiting from the continuous capacity expansion of its leading global foundry customers in advanced processes, Yushiang delivered strong operational performance in the first half, with net profit attributable to the parent company rising to NT$136 million and earnings per share (EPS) reaching NT$1.93, a year-on-year increase of 370.7%. Meanwhile, July's consolidated revenue reached NT$305 million, achieving a record high for the third consecutive month.

First-half profits surge, July revenue sets new monthly record

Operationally, Yushiang's consolidated revenue for the first half of 2026 reached NT$1.164 billion, a 53.1% increase compared to the same period last year. Despite challenges from fluctuating raw material prices, gross margin remained stable at 36.3%. Through precise cost and expense control, management boosted operating profit to NT$138 million, a 28.9% year-on-year increase, driving net profit attributable to the parent company to explosive growth of NT$136 million, up 377.8% year-on-year. Post-tax EPS reached NT$1.93, up 370.7% year-on-year. Additionally, driven by rising demand for high-end disposable filters in advanced processes, Yushiang's July consolidated revenue reached NT$305 million, up 23.40% month-on-month and 63.55% year-on-year, achieving a record high for the third consecutive month.

'Filter Moore's Law' in effect, dual product lines drive revenue explosion

Yushiang's management noted that the leading semiconductor foundry continues to build new advanced process facilities. Under the influence of the 'Filter Moore's Law,' as process nodes shrink, the precision requirements for air cleanliness and micro-contamination control grow exponentially. As new facilities progressively enter equipment installation and pre-mass production phases, shipments of high-end disposable filters required in the early stages remain strong. Within one year of facility operation, customers will gradually introduce regenerative chemical filters to achieve sustainable carbon reduction and zero-waste goals. Yushiang possesses a complete portfolio of both disposable and regenerative product lines, precisely aligning with the wafer fab lifecycle, serving as a key engine driving revenue and profit growth.

Advanced packaging demand takes off, 'CaaS Subscription Model' conversion accelerates in second half

Looking ahead to the second half of 2026, Yushiang's management remains highly optimistic about its operational outlook. In addition to steady procurement from newly built advanced process fabs, as major customers accelerate expansion of advanced packaging capacity, packaging-side requirements for micro-contamination control are increasingly aligning with advanced process specifications, further catalyzing demand for high-end filter upgrades and replacements. Furthermore, orders for the company's pioneering 'Clean Air as a Service (CaaS)' model are expected to accelerate conversion into actual revenue from the second half onward, with monthly contributions from high-margin regenerative filters projected to continue rising. Leveraging its absolute market share of over 80% in sub-5nm advanced processes, Yushiang will maintain its leadership as the 'purest advanced process clean solution provider.' As revenue scales continue to expand, the company will demonstrate strong operational leverage, creating long-term investment value for shareholders.

Appendix I: 2026 First-Half Financial Summary (Unit: NT$ Million)

Appendix II: Revenue Report (Unit: NT$ Thousand)

Note: The above consolidated revenue figures are internally calculated and have not been audited by accountants.

About Yushiang (7909 TT)

Founded in 1987, Yushiang (7909 TT) specializes in the research, development, and manufacturing of gaseous molecular contaminant (AMC) filtration technology, serving as a global leading brand in advanced process micro-contamination control. It holds over 80% market share in the semiconductor advanced process high-end filter market. Headquartered in New Taipei City, Taiwan, with advanced process and regenerative filter manufacturing bases in Tainan, Yushiang's service network spans major global semiconductor hubs including Taiwan, the United States, mainland China, Europe, and Japan. With over 100 patents granted across multiple countries, Yushiang is committed to providing integrated 'one-stop AMC solutions' encompassing R&D, manufacturing, logistics, and installation. Through 'regenerative chemical filters' and 'Clean Air as a Service (CaaS),' Yushiang continuously helps customers improve semiconductor manufacturing yields, aiming to become the absolute leader in sub-2nm advanced process filters and lead a new era of green semiconductor filtration.

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  • Source: PR Times
  • Category: 財務報告