Jetflow Valve Captures AI Infrastructure Boom, Semiconductor and High-Tech Orders Rise 30-40%

The global AI wave is triggering a super-cycle of advanced semiconductor fabrication and high-tech supply chain expansion. Jetflow Valve (4580-TW), a long-standing qualified supplier to leading international semiconductor and high-tech electronics manufacturers, reports that orders from semiconductor and high-tech electronics sectors have increased by 15% year-on-year. Revenue in the second half of 2026 is expected to outperform the first half.

Jetflow Valve forecasts that by 2026, orders from the semiconductor and high-tech sectors will account for 30-40% of total revenue. Order visibility extends to seven months, with additional engineering projects from domestic and overseas power plants. The company highlights that capital expenditures related to AI infrastructure are gradually translating into real demand for industrial valves. Jetflow’s strategic positioning in the AI supply chain’s factory expansion boom continues to yield results and is expected to become a key growth engine for future order intake.

While the world sees rapidly expanding fabs, data centers, and advanced packaging lines driven by the AI wave, Jetflow focuses on the massive, precision fluid and gas control systems operating behind the scenes, enabling the 24/7 operation of these 'super factories.' For example, a semiconductor fab can be viewed as a highly sophisticated 'mega water plant,' requiring indispensable systems such as chilled water (CHW), hot water (HW), process cooling water (PCW), ultra-pure water (UPW), cleanroom water (CR), clean dry air (CDA), fire protection water (FP), and general plumbing. The critical components responsible for the on/off control, regulation, isolation, check, and safety of these liquid and gas media—ensuring precise delivery according to process requirements—are industrial valves.

Jetflow notes that a large semiconductor facility typically requires 30,000 to 40,000 valves, each tasked with flow control, equipment isolation, system protection, and efficiency enhancement. A failure in a critical valve could not only cause localized equipment downtime but also disrupt process continuity, reduce yield, and compromise overall plant safety. Although industrial valves are just one component in a vast facility system, they play a vital role in ensuring system safety, reliability, and operational efficiency.

Leveraging its long-standing technical expertise and quality advantages in industrial valves, Jetflow has become a first-tier supplier to renowned domestic and international manufacturers. It offers a comprehensive product line capable of meeting the increasingly stringent process environments of the semiconductor and high-tech industries. Its valve products can operate stably at cryogenic temperatures as low as -196°C (liquid nitrogen) and withstand high-temperature steam up to 760°C, with pressure ratings up to CLASS 900. Additionally, Jetflow provides specialized material and structural designs for highly corrosive chemicals like strong acids, ultra-pure water requiring extreme cleanliness, and oil-free clean gas transmission, fully satisfying the diverse and rigorous demands of facility systems.

Jetflow emphasizes that valve selection is not merely a matter of checking catalog specifications based on size and pressure rating. Instead, it requires comprehensive engineering judgment and calculations based on actual operating conditions. Unlike simply supplying standardized valve products, Jetflow’s core competitiveness lies in its ability to integrate product selection, material configuration, actuator pairing, engineering calculations, and ongoing technical support—starting from the customer’s real-world conditions—to help reduce operational risks such as pipe condensation, media corrosion, seal failure, and abnormal valve operation. The company is continuously expanding into high-value engineering solutions, strengthening its momentum in securing orders from the AI infrastructure supply chain.

Jetflow observes that international foundry leaders are not only increasing capital expenditures but also accelerating expansion speeds to more than double previous levels. Memory, advanced packaging, and PCB manufacturers are also continuously raising their capex, indicating that AI-driven high-tech expansion demand is transitioning from capacity planning to new factory construction and equipment installation. This shift supports Jetflow’s ongoing efforts to capture orders in the AI infrastructure market. Moreover, with the shipbuilding market benefiting from global energy transition, rising demand for LNG carriers and dual-fuel vessels, Jetflow continues to strengthen its diversified industrial portfolio, creating strong momentum for future business growth.