Taiwan's IC packaging and testing supply chain is accelerating expansion as Sigurd announced it will invest NT$1.54 billion (approx. US$49M) to purchase a factory in the Hukou Industrial Park from major IC substrate maker Unimicron. The facility will serve as Sigurd's second Hukou plant, slated to begin operations in 2H26 alongside its existing site to jointly support customer needs.
Sigurd cited robust demand from AI servers, ASICs, and high-performance computing (HPC) customers driving this strategic capacity buildout. The company expects semiconductor chip sales growth fueled by these applications over the coming years and is proactively investing in facilities and equipment to capture "3A technology" opportunities for clients.
The acquired plant will integrate advanced test technologies, automation, and AI-enabled smart factory capabilities to meet rising order volumes from AI, ASIC, and automotive segments.
According to Sigurd's announcement, the newly purchased assets include approximately 1,784.75 ping (5,900 sqm) of land, about 8,502.57 ping of factory space, plus various other equipment, totaling NT$1.54 billion.
To address growing demand for AI smartphones, AI servers, ASICs, silicon photonics (SiPh), and networking chips, Sigurd reports smooth progress on current expansion plans, with previously procured capex equipment arriving steadily.
For 2026 capex, Sigurd has already issued procurement orders starting in January to fulfill medium- to long-term client requirements. With increased orders for advanced process chips, the company anticipates a rising revenue share from these products that will sustain profit growth momentum.
Despite January being a traditional slow season, Sigurd noted uninterrupted chip supply and continued strong order intake, especially rapid growth in AI and HPC chips. Smartphone chip shipments also rose, supported by higher mainstream memory chip prices, maintaining positive overall operational performance.
Sigurd reported consolidated preliminary revenue of NT$1.83 billion for January, up more than 1% month-over-month and over 13% year-over-year, setting a new historical record.
Article edited by Jack Wu
