Taiwan's Mirle turns to chip business, and revenue jumps 78%
An ASE packaging subsidiary bought NT$2.03 billion (about US$62.3 million) of machinery from Mirle in under a month.
Mirle (盟立自動化), a Taiwanese maker of systems that move materials around factories, reported September revenue of NT$997.9 million (about US$30.7 million), up 78% from a year earlier. Its growth has quickened every month since February, when it was 7.8%. Mirle said the increase came mainly from more semiconductor orders.
Mirle built its business automating display-panel plants and warehouses. Mirle's investor slides from December 2025 show semiconductor equipment systems rising from 19% of revenue in 2022 to 57% in 2025, while panel automation's share fell each year. Mirle, based in Hsinchu Science Park, says its 2025 revenue came mainly from material-handling systems for chip packaging and testing plants, substrate plants and front-end wafer fabs. It builds its own overhead hoist transfer (OHT) vehicles, which run on ceiling tracks and carry wafer pods between tools.
One buyer has disclosed its purchases. ASE Technology Holding (日月光投控) disclosed on Oct. 5 that its packaging subsidiary SPIL (矽品精密工業) bought NT$2.03 billion (about US$62.3 million) of machinery from Mirle in seven lots between Sept. 9 and Oct. 5. That is more than a quarter of Mirle's 2025 revenue, by our calculation. The filing doesn't name the machines or say when Mirle will book the sales. ASE has also been buying from other Taiwanese toolmakers.
Mirle's 2025 revenue fell 10.95% from 2024 to NT$6.68 billion (about US$206 million), and it said tariffs left revenue from its logistics-automation systems below expectations. September's revenue was about 25% above September 2024, by our calculation. January-September revenue of NT$6.82 billion (about US$210 million) already exceeds all of 2025. Its latest quarterly report shows a second-quarter net profit of NT$86.1 million (about US$2.6 million), against a loss of NT$123.6 million (about US$3.8 million) a year earlier.
Five other Taiwan-listed robot and automation companies we track, the largest of them Hiwin (上銀), grew about 27% combined in September from a year earlier, by our calculation. Worldwide, chip-equipment billings rose 23% from a year earlier in the second quarter, according to industry group SEMI.
Sources: TWSE monthly revenue reports (MOPS), ASE Technology Holding for SPIL (TWSE material information), Mirle, 2025 investor conference slides, Mirle, consolidated financial report Q2 2026, Mirle (OHT product page), SEMI
Editor: Ian Lamont
