Msscorps (6830) Corporate presentation summary

Strategic growth drivers and expansion plans

• Scaling dedicated capacity for AI customers with phased expansions and global footprint across Taiwan, China, the U.S., and Japan.

• Tier-1 AI client hub in Zhubei supports leading AI semiconductor manufacturers, with exclusive zones and co-development initiatives.

• Global operations include new labs and advanced facilities, enhancing R&D and mass production support.

• Revenue exposure to Mainland China is rising, reflecting accelerated semiconductor development and demand for advanced materials analysis.

Technology leadership and innovation

• Advanced analytical technologies, including atomic-scale analysis (APT), support next-generation materials and high-NA EUV processes.

• Proprietary low-damage analytical technologies and strategic patent portfolio provide a strong technology barrier.

• Silicon photonics measurement systems and patented optical loss detection devices are deployed for R&D and mass production.

• MSS HG equipment offers automated, high-precision optical measurements for silicon photonics applications.

Business model and market positioning

• Focus on R&D and failure analysis (FA) for advanced process support, with a shift toward high-margin material analysis (MA) services.

• Patent licensing and strategic partnerships with global equipment vendors enable scaling in mass-production markets.

• Sustained >80% mix of high-barrier MA services ensures superior gross margin profile.

• Four major growth drivers for 2026: Angstrom generation, silicon photonics, AI, and global client expansion.