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Skytech Investor Presentation 2026
52670_rns_2026-05-27_2bdc6b3b-ef04-4bfb-9539-bee46a9a84b0.pdf
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Skytech 天虹科技
Accelerating Innovation
INSIGHT SKYTECH
天虹科技 SKYTECH
Quality Service
Innovating Solutions
Skytech 天虹科技
Accelerating Innovation
Safe Harbor Notice
- Information included in this presentation that is not historical in nature constitutes "forward-looking statements". Skytech cautions readers that forward-looking statements are based on Skytech's current knowledge and expectations and are subject to various risks and uncertainties.
- Actual results may differ materially from those contained in such forward-looking statements for a variety of reasons including, without limitation, risks associated with demand and supply changes, manufacturing and supply capacity, time to market, market competition and other unexpected events which may disrupt Skytech's business and operations.
- Accordingly, readers should not place undue reliance on any forward-looking statements. Except as required by law, Skytech undertakes no obligation to update any forward-looking statement, whether as a result of new information, future events, or otherwise.
Quality Service
Innovating Solutions
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Skytech 天虹科技
Accelerating Innovation
Management Team & MFG Locations
INFO
Stock Symbol : 6937
Establish Date : 2002/07
Capital : TWD 675,762,630
Employees : 424
Homestead (~2021)
Paul Huang
Skytech Chairman
Carl Lo
Skytech founder & Vice President
George Yi
Skytech CEO
(Previous AMAT Corporate VP for global field service)
LOCATIONS
Hsinchu (Headquarter)
Hsinchu MFG#1
(with RD center)
Tainan MFG
SkySemi
Xiamen MFG
Gimtek
Singapore Office
JTCK
Japan Office
(M&A in 2025/10)
Quality Service
Innovating Solutions
Confidential
2025 Skytech 天虹科技
Accelerating Innovation
Awards
2026 ERSO AWARD
2025 Taiwan FINI 100 Companies
2024 Taiwan Mittelstand Award
The Largest Corporations in Taiwan 2022 TOP 5000
Quality Service
Innovating Solutions
Confidential
2
Skytech
天虹科技
Accelerating Innovation
Skytech Patent Summary
Skytech Inc.
Total submitted 575
Total Patented 417
| Patent | Invention | Utility | Total |
|---|---|---|---|
| Taiwan | 104 | 113 | 217 |
| China | 49 | 104 | 153 |
| US | 46 | 46 | |
| Singapore | 1 | 1 | |
| Global | 200 | 217 | 417 |
As of 2026/Q1
Patent Statistics
Quality Service
Innovating Solutions
Confidential
2
Skytech
天虹科技
Accelerating Innovation
Hsinchu MFG R&D Center
Elevator Hall
Office
Pantry Room
Quality Service
Innovating Solutions
Confidential
Skytech 天虹科技
Accelerating Innovation
Hsinchu MFG 1F Cleanroom
Quality Service
Innovating Solutions
Confidential
Skytech 天虹科技
Accelerating Innovation
Hsinchu MFG 3F Cleanroom
Quality Service
Innovating Solutions
Confidential
Skytech
天虹科技
Accelerating Innovation
Skytech Roadmap
PVD
Semi Auto Bonder/
De-bonder
2018
02
Certified by A
Skiwar/EFEM
Powder ALD
2020
04
PEALD
Shuxda PVD
2022
06
Penetrate into Europe market
ITO PVD
PECVD
2024
08
Focus on advanced packaging
Equipment enters key accounts
Obtain critical technology & products
by M&A
Penetrate into SEA/J/US market
2026
10
01
2017
Kick off for Semiconductor
equipment
03
2019
ALD
05
2021
Penetrate into compound
Semiconductor
Penetrate into Front-end
Auto Bonder/ De-bonder
07
2023
Descum
Carbon PVD
IPO Q4/23
09
2025
EUV inspection
PLP PVD/ PLP Descum
12" Auto Bonder
Quality Service
Innovating Solutions
Confidential
Skytech 无虹科技
Accelerating Innovation
Delivery 154 equipment to customers till 2026/Q1
Achieved sales milestone of the 100th system delivery on 2024/06/28
Equipment Delivery Records
| Quantity | Category | Ship Date | Quantity | Category | Ship Date | Quantity | Category | Ship Date | Quantity | Category | Ship Date |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Compound | 2018/5/22 | 96 | LED | 2022/3/19 | 78 | Semi | 2023/9/8 | 115 | ED | 2024/12/10 |
| 2 | Compound | 2018/5/22 | 41 | Semi | 2022/4/30 | 80 | Semi | 2023/10/4 | 115 | Semi | 2024/12/18 |
| 3 | Semi | 2018/6/1 | 42 | Semi | 2022/6/30 | 81 | Compound | 2023/10/10 | 120 | Semi | 2024/12/23 |
| 4 | LED | 2018/6/7 | 43 | LED | 2022/7/5 | 87 | Compound | 2023/10/10 | 121 | Semi | 2024/12/23 |
| 5 | LED | 2018/8/15 | 44 | LED | 2022/7/7 | 84 | Compound | 2023/10/11 | 122 | Semi | 2025/2/8 |
| 6 | LED | 2018/9/4 | 45 | Compound | 2022/7/15 | 88 | Semi | 2023/10/10 | 123 | Semi | 2025/3/25 |
| 7 | Compound | 2018/12/30 | 46 | Compound | 2022/7/15 | 85 | Compound | 2023/12/13 | 124 | Semi | 2025/3/25 |
| 8 | Compound | 2018/12/30 | 47 | Compound | 2022/8/1 | 88 | Semi | 2023/12/29 | 125 | ED | 2025/3/27 |
| 9 | Semi | 2019/4/11 | 48 | RD Center | 2022/9/20 | 87 | Compound | 2024/1/2 | 126 | Semi | 2025/4/24 |
| 10 | Compound | 2019/7/4 | 49 | Compound | 2022/9/23 | 88 | Compound | 2024/1/2 | 127 | ED | 2025/5/12 |
| 11 | Semi | 2019/9/16 | 50 | Compound | 2022/9/27 | 89 | Semi | 2024/2/27 | 128 | ED | 2025/6/4 |
| 12 | LED | 2020/5/15 | 51 | Semi | 2022/9/29 | 91 | Semi | 2024/3/27 | 129 | ED | 2025/6/16 |
| 13 | LED | 2020/6/8 | 52 | Compound | 2022/9/29 | 91 | Semi | 2024/3/22 | 130 | Electrical | 2025/6/25 |
| 14 | LED | 2020/6/15 | 53 | Compound | 2022/9/29 | 92 | Compound | 2024/3/28 | 131 | Compound | 2025/6/26 |
| 15 | Compound | 2020/6/15 | 54 | LED | 2022/12/4 | 94 | Compound | 2024/3/28 | 132 | Semi | 2025/8/19 |
| 16 | Semi | 2020/7/20 | 55 | Semi | 2022/12/14 | 94 | Semi | 2024/3/29 | 133 | ED | 2025/8/27 |
| 17 | LED | 2020/7/31 | 56 | Compound | 2022/12/28 | 95 | LED | 2024/5/29 | 134 | Semi | 2025/9/8 |
| 18 | LED | 2020/7/31 | 57 | Compound | 2022/12/28 | 96 | Semi | 2024/6/6 | 135 | Electrical | 2025/9/30 |
| 19 | LED | 2020/8/14 | 58 | LED | 2022/12/29 | 97 | Semi | 2024/6/12 | 136 | Compound | 2025/10/2 |
| 20 | Compound | 2020/8/31 | 59 | Compound | 2023/1/5 | 98 | Compound | 2024/6/24 | 137 | ED | 2025/10/3 |
| 21 | LED | 2020/10/8 | 60 | Compound | 2023/1/6 | 99 | Compound | 2024/6/25 | 138 | Semi | 2025/10/13 |
| 22 | Semi | 2020/12/31 | 61 | Compound | 2023/2/2 | 100 | Semi | 2024/6/28 | 139 | Compound | 2025/11/18 |
| 23 | Semi | 2020/12/31 | 62 | Semi | 2023/2/8 | 101 | Semi | 2024/7/31 | 140 | Semi | 2025/12/15 |
| 24 | LED | 2021/2/25 | 63 | Semi | 2023/2/15 | 102 | Semi | 2024/7/31 | 141 | Semi | 2025/12/15 |
| 25 | Semi | 2021/3/15 | 64 | Semi | 2023/2/19 | 103 | Semi | 2024/8/1 | 142 | Semi | 2025/12/18 |
| 26 | Compound | 2021/3/31 | 65 | Semi | 2023/3/2 | 104 | Semi | 2024/8/1 | 143 | Compound | 2025/12/19 |
| 27 | Electrical | 2021/6/30 | 66 | Compound | 2023/3/30 | 105 | Academic | 2024/8/23 | 144 | Semi | 2025/12/22 |
| 28 | LED | 2021/7/12 | 67 | Compound | 2023/3/31 | 106 | LED | 2024/9/25 | 145 | ED | 2025/12/24 |
| 29 | Semi | 2021/11/17 | 68 | Compound | 2023/3/31 | 107 | Academic | 2024/9/25 | 146 | LED | 2025/12/26 |
| 30 | LED | 2021/11/18 | 69 | Semi | 2023/3/16 | 108 | Academic | 2024/9/25 | 147 | Semi | 2026/1/21 |
| 31 | LED | 2021/12/7 | 70 | Compound | 2023/3/31 | 109 | Academic | 2024/9/25 | 148 | ED | 2026/2/11 |
| 32 | Compound | 2021/11/22 | 71 | Semi | 2023/6/8 | 110 | Academic | 2024/9/25 | 149 | ED | 2026/2/11 |
| 33 | Compound | 2021/11/22 | 72 | Compound | 2023/6/15 | 111 | LED | 2024/10/7 | 150 | Semi | 2026/2/11 |
| 34 | Compound | 2021/11/22 | 73 | Compound | 2023/6/19 | 112 | Electrical | 2024/10/29 | 151 | Compound | 2026/2/24 |
| 35 | Compound | 2021/12/24 | 74 | Compound | 2023/6/20 | 113 | LED | 2024/11/19 | 152 | Semi | 2026/3/31 |
| 36 | Electrical | 2021/12/25 | 75 | RD Center | 2023/7/3 | 114 | LED | 2024/11/20 | 153 | Compound | 2026/3/31 |
| 37 | Semi | 2022/1/5 | 76 | Compound | 2023/8/16 | 115 | LED | 2024/12/4 | 154 | Compound | 2026/3/31 |
| 38 | Semi | 2022/2/24 | 77 | Semi | 2023/8/31 | 116 | Compound | 2024/12/10 | |||
| 39 | LED | 2022/2/9 | 78 | Semi | 2023/9/6 | 117 | Compound | 2024/12/10 |
Quality Service
Innovating Solutions
Confidential
Skytech 天虹科技
Accelerating Innovation
Core Competence & RD Direction
High Vacuum Plasma & Wafer Thinning Solution Provider
High Vacuum & Plasma
PVD
ALD
PECVD
Descum & Plasma Polish
PLP PVD/ PLP Descum
High Vacuum & Laser
EUV Inspection
Silicon Semiconductor
Frontend/Adv. Package/IGBT BM
(PVD, ALD, Bonder, Descum, PECVD)
Compound Semiconductor GaAs/InP/SiC/GaN
(PVD, ALD, Bonder, De-Bonder)
LED/Mini LED/ Micro LED
(PVD, ALD) & (QD Solution)
CPO (Co-Package Optics)
(Bonder, De-Bonder, PVD)
PLP (Panel Level Package)
(PVD, Descum, Etching)
Wafer Thinning
Bonder
De-Bonder
Quality Service
Innovating Solutions
Confidential
Skytech 天虹科技
Accelerating Innovation
Roadmap of PVD
NEXDA
- ESC: Enhanced Step Coverage
- HSC: High Step Coverage
- UHSC: Ultra High Step Coverage
- B-HSC: Bias High Step Coverage
Quality Service
Innovating Solutions
Confidential
11
Skytech 天虹科技
Accelerating Innovation
Roadmap of ALD
Quality Service
Innovating Solutions
Confidential
Skytech
天虹科技
Accelerating Innovation
Roadmap of Bonder/ De-Bonder
Quality Service
Innovating Solutions
Confidential
13
2014
Skytech
天虹科技
Accelerating Innovation
Roadmap of Etching
Descum
Plasma Polish & Dry etching
Integrated with Std. EFEM
Integrated with Narrow Body LL
SiC etching
New Etch Vetra Chamber
Plasma Dicing & TSV
ABF etching
Descum & Dry etching for 3DIC related application :
- PI & PR descum
- LTHC dry etching
Quality Service
Innovating Solutions
Confidential
Skytech
天虹科技
Accelerating Innovation
Roadmap of EUV Inspection
Quality Service
Innovating Solutions
Confidential
15
Skytech 天虹科技
Accelerating Innovation
Development Plan for PLP Tools
PVD Deposition
- FSM Ti/Cu Deposition:
LLA → MSD (Multi-Slot Degas) → Pre-clean → PVD Ti → PVD Cu → LLB - BSM Al/Ti/NiV/Au Deposition:
LLA → MSD (Multi-Slot Degas) → Pre-clean → PVD Al → PVD Ti → PVD NiV → PVD Au → LLB - Multi-Slot degas for MC substrate baking
Descum
- Maximum 6 Descum chambers, 6 process gases
- Microwave on top (provided top RPS), & CCP at bottom, with dual plasma capability
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Confidential
Skytech 无虹科技
Accelerating Innovation
ISO & Semi S2 Certification
ISO Certification
PVD Semi S2 Certification
ALD Semi S2 Certification
Auto Bender Semi S2 Certification
Auto Bender Semi S2 Certification
RLP PVD System Semi S2 Certification
Quality Service
Innovating Solutions
Confidential
2026/Q1 Summary
Achievement
- Successfully delivered the first 310x310mm PLP PVD system with a strategic customer, securing a 2nd customer order.
- ALD gains momentum in advanced technologies and smart glasses applications.
- Next-gen EUV transmission inspection tool (EUV2) hits performance targets, outperforming EUV1 prototype.
Challenge
- Manufacturing bay management with the most effective way.
On-going project
- Continue engagement in advanced technologies and advanced packaging.
- Deliver the 12-inch Auto Mechanical De-Bonder, scheduled for Q2 2026.
- Develop the new Lumina UV ALD chamber, scheduled for Q3 2026.
- Develop the new HyFA ALD chamber, scheduled for Q3 2026.
- Develop the new Vetra etching chamber, scheduled for Q4 2026.
- Develop the new 310×310 Panel ALD chamber, scheduled for Q1 2027.
- Develop Nexda 2.0 operation software, scheduled for Q1 2027.
- Continue to execute M&A and investments to drive inorganic growth.
Quality Service
Innovating Solutions
Confidential
Skytech 天虹科技
Accelerating Innovation
Finance Performance
(Unit: NT$ thousand)
| 2023 | 2024 | 2025 Q1 | 2025 Q2 | 2025 Q3 | 2025 Q4 | 2025 | 2026 Q1 | |
|---|---|---|---|---|---|---|---|---|
| Net Revenue | 1,992,643 | 2,587,641 | 461,194 | 512,306 | 549,489 | 721,657 | 2,244,646 | 582,447 |
| Gross Margin % | 44.02% | 43.96% | 41.91% | 39.21% | 36.51% | 42.29% | 40.09% | 41.77% |
| Net Income | 306,661 | 406,803 | 49,033 | 18,875 | 59,887 | 72,000 | 199,795 | 61,756 |
| EPS (NT$) | 5.02 | 6.03 | 0.73 | 0.28 | 0.91 | 1.09 | 3.01 | 0.96 |
Quality Service
Innovating Solutions
Confidential
Skytech
无红科技
Accelerating Innovation
Equipment - Product and Industry Distribution
Quality Service
Innovating Solutions
Confidential
Skytech 无虹科技
Accelerating Innovation
Equipment Shipping Status- based on Application
YR18~25 Accumulated
- CPO/ Optical Communications
- FOPLP
- Packaging Heat Dissipation
- Consumer Electronics
- LEO Satellite
- Automotive Electronics
- AR/ VR
- EUV Pellicle
YR26/27 Guidance
- CPO/ Optical Communications
- FOPLP
- Packaging Heat Dissipation
- Consumer Electronics
- LEO Satellite
- Automotive Electronics
- AR/ VR
- EUV Pellicle
Quality Service
Innovating Solutions
Confidential
21
Skytech 天虹科技
SkyEUV輝虹科技 智虹科技 靈天虹 SKYSEMI
NEXDA ShuxdA
Akomila BondelA
PandA WatapultA
WandA SgunA
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Confidential