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Digitimes September 7, 2026 By Eifeh Strom positive

JM-Applied sees gas equipment demand surge on AI expansion, order book exceeds NT$3 billion

TSMCMicronAI / LLMSemiconductorsManufacturingSupply ChainData Center
JM-Applied, a Taiwanese semiconductor gas equipment manufacturer and supply chain member for Micron and TSMC, said on September 4 that revenue in the first half of 2026 exceeded NT$600 million (approx. US$18.98 million), up more than 50% year-over-year. Growth was driven by the continued demand for artificial intelligence (AI) and high-performance computing (HPC), which is driving global semiconductor expansion and boosting demand for gas supply systems and equipment at wafer fabs.
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