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Charts: New capacity is starting to show up in Taiwan's packaging and test revenue

What happened

Ardentec reported a sharp monthly revenue increase due to a new fab entering volume production, while ELASER's revenue nearly doubled year-on-year driven by customer demand. This indicates new capacity is ramping up in Taiwan's packaging and test sector. Bullish: Strong revenue growth signals robust demand and capacity utilization.

Impact and signal

Medium impactImpact score: 65/100

Affected components and suppliers

Semiconductor PackagingOSAT
ArdentecELASER
revenue_growthcapacity_rampdemand_surge

Source and time

Source: DigiTimes Asia · 8/18/2026 · View original source

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