Gallant Micro Machining Co. Ltd. · TPEX:6640
Gallant Micro Machining — 2026 Investor Conference
14 slides from Gallant Micro Machining's conference presentation, Mar 3, 2026
Slide 1: 2026 Investor Conference
2026 Investor Conference 2026.03.03
Slide 2: Disclaimer
免責聲明 Disclaimer This presentation contains some forward-looking statements that are subject to substantial risks and uncertainties. Typically, these statements contain words such as “anticipate” , “believe”, “could”, “estimate”, “expect”, “intend”, “plan” , “forecast” ,”project”, “predict”, “potenti
Slide 3: Advanced Packaging Outlook
Advanced Packaging Outlook TSMC CoWoS Annual Capacity Expansion Forecast TSMC CoWoS Quarterly Capacity Expansion Forecast Unit: Thousand Wafers per Month Source: Fubon Research
Slide 4: Advanced Packaging Outlook
Advanced Packaging Outlook TSMC CoWoS Capacity Expansion Forecast Source: TSMC, Fubon Research
Slide 5: Advanced Packaging Process Outlook – Foundries and OSATs
Advanced Packaging Process Outlook – Foundries and OSATs
Slide 6: Key Drivers of Advanced Packaging
Key Drivers of Advanced Packaging Multi Bin Multi Die Size
Slide 7: Still a big Untamed market to be addressed
Still a big Untamed market to be addressed Bonder AOI Chip Sorter Die Bonder Empowering Sorter Interlocking process equipment and modules Over 25 years Pick and Place Heritage 7
Slide 8: AI Sorter for Known Good Die
AI Sorter for Known Good Die Multi Bin Function
Slide 9: Record Monthly Revenue Achieved Twice in 2025
50000 0 100000 150000 200000 250000 300000 350000 400000 Jan-20 Feb-20 Mar-20 Apr-20 May-20 Jun-20 Jul-20 Aug-20 Sep-20 Oct-20 Nov-20 Dec-20 Jan-21 Feb-21 Mar-21 Apr-21 May-21 234,086 Jun-21 Jul-21 Aug-21 Sep-21 Oct-21 Nov-21 Dec-21 Jan-22 Feb-22 Mar-22 Apr-22 May-22 Jun-22 Jul-22 Aug-22 Sep-22 Oct-
Slide 10: Revenue Share from Advanced Packaging Equipment Continues to Hit New Highs
Revenue Share from Advanced Packaging Equipment Continues to Hit New Highs 先進封裝製程設備營收占比持續創高
Slide 11: Bonder Revenue Mix Trend Bonder YoY
Bonder Revenue Mix Trend Bonder YoY
Slide 12: Operating Performance
Operating Performance Unit: NT$ thousand
Slide 13: Operating Performance
Operating Performance Unit: NT$ thousand
Slide 14: Operating Performance
Operating Performance Unit: NT$ thousand