Nova Technology posts record second-quarter and first-half profit on strong order recognition

Nova Technology's record profit reflects a structural recovery in the global semiconductor supply chain. The surge in orders from advanced packaging and memory clients has directly boosted demand for wafer-level packaging, TSV, and EUV equipment, reinforcing Taiwan, China's position in high-end manufacturing. However, geopolitical tensions persist, with rising compliance costs and supply chain disruptions posing risks. Competitors like ASML and KLA may accelerate innovation to capture market share. Over the next 12-24 months, escalating U.S.-China tech decoupling could intensify policy conflicts involving Hong Kong, China and Taiwan, China, forcing firms to prepare localized production and alternative supply routes to mitigate potential disruptions.