Headline: Gudeng Precision (3413-TW) Expands Production, Forecasts Record 2026 Revenue Amid AI-Driven Demand

Gudeng Precision Industrial Co. (3413-TW) is expanding production in Taiwan and Thailand, forecasting over 20% revenue growth to a record high for 2026, driven by robust demand for semiconductor equipment. The company, a beneficiary of AI-fueled logic chip and memory demand, has secured orders extending into the first half of 2027. The semiconductor equipment manufacturer's expansion includes its self-built Chonburi plant in Thailand, which opened in November 2025 and is projected to achieve breakeven by Q4 2026 as it utilizes remaining floor space. Gudeng is also evaluating a second phase for the Chonburi facility. In Taiwan, a reorganized section of its Kezhong plant will come online in Q3 and Q4 2026, specifically to meet demand from a key U.S. client in advanced packaging. Gudeng anticipates continued strong demand from U.S. testing equipment providers and an increase in advanced packaging equipment orders in H2 2026. While initial ramp-up costs for new facilities may temporarily impact gross margins, analysts expect these investments to significantly contribute to profitability in 2027.