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Yankey Engineering posts record NT$57.1 billion backlog as Kumamoto fab work looms

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Key takeaways

  • Yankey Engineering's unrecognized order backlog reached NT$57.1 billion at the end of September 2026, above its prior high of NT$55.3 billion.
  • Third-quarter 2026 revenue rose 163.9% year on year to NT$14.65 billion, with net profit of NT$1.745 billion.
  • Yankey expects revenue from its Kumamoto fab subcontract to begin in 2027 and projects backlog of about NT$63 billion by the end of October 2026.

Yankey Engineering reported an unrecognized order backlog of NT$57.1 billion as of the end of September 2026, its highest level, and said revenue from a subcontract tied to a second wafer fab in Kumamoto, Japan, will start in 2027. Crypto Briefing reported the figures alongside the company's third-quarter results.

Yankey's Record Backlog And Third-Quarter Results

Yankey Engineering is a Taiwan-listed EPC turnkey contractor that builds MEP and cleanroom systems for semiconductor fabs, IC packaging plants, PCB facilities and other high-tech sites. The company was founded in 1980 and is headquartered in Linkou, New Taipei City.

The September backlog tops Yankey's previous high of NT$55.3 billion, set at the end of 2025. Yankey projects the figure will reach approximately NT$63 billion by the end of October 2026, and talks on additional potential projects are still underway.

Third-quarter 2026 revenue came in at NT$14.65 billion, up 163.9% from a year earlier. Net profit was NT$1.745 billion, a 137.3% increase over the same period a year earlier. For the full year, Yankey expects revenue to surpass NT$35 billion, growth of more than 70% compared with the prior year, which the company credits to sustained demand from the expansion of AI-driven semiconductor projects.

The Kumamoto subcontract covers cleanroom and MEP systems at the second wafer fab there and is linked to a leading foundry customer's Phase II buildout. Yankey said the project marks its first move into front-end process projects in Japan. In August 2026, Yankey acquired a 51% stake in JUcan, a deal that gave it local licenses and a workforce.

Overseas revenue accounted for 14.3% of total revenue in the third quarter. Yankey is pushing into markets including the US and Southeast Asia, and Japan now joins that list. Among its major recent projects is a turnkey contract for Micron's Tainan memory fab, valued at more than NT$20 billion, for which Yankey delivered the cleanroom services by August 31, 2026.

Yankey's Kaohsiung Branch And Micron Work

According to akta.pro company records, Yankey opened a Kaohsiung branch on June 15, 2026, at the Kaohsiung Changguang World Trade United Building, to enhance service capacity in southern Taiwan. The same records show Yankey was awarded the Micron Tainan fab renovation project in 2026 and also secured the Micron Falcon Metallization EPC project. Yankey was founded in 1980 and has accumulated more than 46 years of engineering experience.

When Kumamoto Revenue Begins

Yankey expects revenue from the Kumamoto subcontract to begin in 2027, so the project sits in the backlog rather than on the income statement. The company projects its backlog will reach approximately NT$63 billion by the end of October 2026.

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