Marketech, a Taiwanese supplier of semiconductor facility engineering and equipment, has already booked orders extending into 2028 — clear good news for its supply chain and for investors.

• Marketech's order backlog exceeds NT$130 billion and is still growing.
• Chairman Kao Hsin-ming said next year's operations will be better than this year's, and that 2027 and 2028 will also be busy.
• The momentum comes from continued expansion in AI demand, along with other industries joining the wave of fab construction and equipment investment.
• AI applications are moving from data centres into everyday fields such as healthcare, driving broader equipment demand.
• On the same day, SEMI and Taiwan High Speed Rail announced a cross-sector collaboration on semiconductor and transport infrastructure, highlighting the integration capabilities of Taiwan's ecosystem.

Outlook: the AI-driven fab construction boom will last at least through 2028, and 2029 could bring an even larger turning point for the industry.