Taiwan chip equipment maker Scientech is running at full capacity with fatter profit margins, a good sign for the advanced packaging boom driving AI chips.

• Sales of the company's own equipment should grow 50% this year, with more growth expected next year.
• Factories are booked solid through year-end and next year, and some customers have already reserved 2028 slots.
• Making its own equipment and recycling wafers now earns more than reselling other companies' machines, which lifts profit margins.
• TSMC sees demand for advanced packaging running through 2029, keeping orders flowing to suppliers like this one.
• The bottleneck is people, not buildings — headcount on the equipment side jumped by 200 this year to 450.

Outlook: New plants in Hukou and Tainan are going up, but hiring and training engineers will decide how fast capacity actually arrives.