Tongtai says semiconductor applications account for 40% of new orders, with second half set to beat first

Tongtai is using its traditional machine-tool business to push deeper into semiconductors and artificial intelligence, and the company says the shift is now showing up clearly in its order book.

At SEMICON Taiwan 2026, Tongtai brought together its electronic-equipment and machine-tool divisions for the first time. Chairman Yen Jui-hsiung said machine tools and PCB-related applications used in semiconductor production account for about 40% of the company’s orders.

The electronic-equipment division has entered upstream substrate and wafer-thinning processes, with some machines already shipped. Its laser-processing equipment has also entered the CoWoS advanced-packaging process. One customer ordered 10 machines, and Tongtai expects to deliver all of them in the first half of 2027. The company has delivered two planing machines for packaging applications, while its grinding machines are focused particularly on front-end crystal-growth and substrate processing for silicon carbide.

Tongtai’s machine-tool division is working on equipment for machining key components and consumables used across the semiconductor wafer-manufacturing chain, as well as consumables used in packaging. It is also cooperating with a leading high-end equipment maker on next-generation process development.

Yen said the electronic-equipment division accounts for about 30% of orders and the machine-tool division for 70%. Within the latter, about 20% of end users are connected to semiconductor-equipment and consumables processing, bringing the overall electronics and semiconductor share to roughly 40%. Traditional sectors, including aerospace and conventional automotive and motorcycle industries in Southeast Asia, account for about 60%.

Electronics and semiconductor-related orders have grown by about 100% from last year, Yen said. Overall orders and operations began recovering in August and September, with machine-tool and PCB-equipment orders increasing at the same time. He said performance in the second half should be better than in the first half.