According to MoneyDJ, Taiwan's facilities engineering contractors reported on November 12 that major semiconductor and advanced packaging customers have not adjusted orders despite market concerns over potential slowdown in AI datacenter investment following U.S. mid-term elections.

Contractors noted that unlike datacenter projects, their services focus on wafer foundries, memory makers, and advanced packaging facilities, covering cleanroom, mechanical, gas, and process pipeline engineering. Hantang (2404) said wafer fab customers remain highly committed to building plans, with contracted but unrecognized revenue of approximately 194 billion New Taiwan dollars as of May 2026, of which two-thirds is Taiwan-based. Yang Chi Engineering (6691) reported unrecognized revenue reached approximately 63 billion NT dollars by late October, up from 57.1 billion in September, driven by new orders totaling 22 billion NT dollars in Q3 across Taiwan and overseas projects including advanced packaging facilities in Chiayi and Tainan, plus Japan's Kumamoto Phase 2 project.

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