Logistics automation

Factory-automation maker Mirle sells another US$63 million of machinery to ASE

Mirle's October revenue nearly doubled, which it credits mainly to more semiconductor orders.

Cbot Crew

Cbot Crew

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Line chart of Mirle's monthly revenue from May to October 2026, rising every month.

Mirle (盟立自動化), a Taiwanese maker of systems that move materials around factories, has sold another NT$2.03 billion (about US$62.6 million) of machinery to SPIL (矽品精密工業), the chip packaging subsidiary of ASE Technology Holding (日月光投控). SPIL bought the 10 lots between Oct. 5 and Nov. 9, according to ASE's Nov. 9 filing. It is ASE's second such filing for SPIL in five weeks. Together the two come to NT$4.06 billion (about US$125 million), more than half of Mirle's revenue for all of 2025, by our calculation.

An earlier filing, on Oct. 5, covered NT$2.03 billion (about US$62.4 million) in seven lots from Sept. 9. Both describe the purchases only as operating machinery, and neither says when Mirle will book the sales. ASE has also been buying production equipment from Gallant Micro Machining, a packaging-equipment maker based in New Taipei, Taiwan.

Mirle built its business automating display-panel plants and warehouses before it turned to chip plants. Its revenue is climbing, though the filings don't tie that to SPIL. October revenue nearly doubled, up 96% from a year earlier to NT$1.1 billion (about US$34 million), according to its monthly filing. Mirle said the increase came mainly from more semiconductor orders. October 2025 was a weak base, down 26% from a year before. Combined October revenue at five other Taiwan-listed robot and automation companies we track, including Hiwin (上銀), rose 27% from a year earlier, by our calculation.

Third-quarter results, released Nov. 9, show Mirle's operations swinging to a profit. Revenue rose 71% from a year earlier to NT$2.79 billion (about US$85.9 million). Mirle made an operating profit of NT$160.3 million (about US$4.9 million), against a loss of NT$39.6 million (about US$1.2 million) a year earlier. Net profit was far larger, at NT$610.7 million (about US$18.8 million), because of NT$457.4 million (about US$14.1 million) of "other gains and losses," a line outside its operations. The summary statement doesn't explain them.

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Editor: Ian Lamont

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