Topco posts record NT$23.67 billion in Q3 revenue as chairman says capacity is nearly full

Topco Scientific Co. (5434), a semiconductor materials integrator, reported September 2026 consolidated revenue of about NT$7.7 billion, up 26.4% from a year earlier and the company’s third-highest monthly figure on record. Third-quarter revenue reached NT$23.67 billion, rising 13.6% from the prior quarter and 34.9% year over year, setting a new quarterly high. Revenue for the first nine months totaled NT$63.03 billion, up 25.3% from the same period last year. Chairman Tseng Hai-hua said demand remained strong across advanced process nodes, memory and mature-node production, with capacity running close to full. That lifted sales of key semiconductor materials including photoresist, silicon wafers, quartz products and slurry, all of which posted double-digit growth, according to the report. Topco said semiconductor-related products accounted for 85.8% of first-half revenue of NT$39.36 billion. The company supplies semiconductor materials and integrated services to wafer fabs. Its product lineup includes silicon wafers, photoresist, photomasks, wafer carriers, quartz products and slurry, while it has also expanded into advanced packaging materials. The report added that institutional expectations cited by local media point to a chance of another record in the fourth quarter.