Hung Shui-shu, Chairman of precision manufacturing titan Catcher Technology (可成科技; 2474 TW), revealed that while enterprise server chassis volume will scale in the latter half of 2026, the company’s structural growth curves will be driven by specialized medical instrumentation, ultra-precision semiconductor components, and unmanned aerial vehicles (UAVs). Concurrently, Catcher is executing advanced prototyping and low-rate initial production (LRIP) for Low Earth Orbit (LEO) satellite constellations in partnership with US defense primes and aerospace innovators.

Aerospace and Advanced UAV Surface Engineering: Chairman Hung characterized the global UAV landscape as an explosive frontier spanning defense, enterprise logistics, and government infrastructure. He underscored that Taiwan’s primary competitive advantage lies in localized, high-spec, customized configurations, with the primary commercial focus fixed on US aerospace clients. Catcher is capitalizing on its proprietary legacy in advanced metallurgy, material sciences, multi-axis computer numerical control (CNC) machining, and specialized surface treatment protocols capable of exceeding stringent military and aerospace environmental thresholds. All primary UAV manufacturing lines remain anchored in Taiwan.

Robotics, Kinematics, and Agile NPI Paradigms: Catcher has entered active co-development agreements with major US robotics innovators and startups for automated industrial robots and quadrupedal platforms ("robot dogs"). Management noted that while short-term volume remains modest, institutional adoption curves indicate a compressed commercialization cycle. Furthermore, Catcher's successful adaptation to a High-Mix, Low-Volume (HMLV) New Product Introduction (NPI) framework allows the firm to onboard complex, multi-variant startup contracts that were previously excluded by legacy consumer electronics lines.

Macro Headwinds in Consumer Electronics: In contrast to the advanced technology verticals, Hung issued conservative guidance for the commercial notebook computer sector. A convergence of macroeconomic headwinds and inventory cycles has severely suppressed near-term demand, leaving management highly risk-averse regarding consumer hardware expansion through the end of the fiscal year. Meanwhile, multiple product development cycles for next-generation AI smart eyewear are actively underway, though absolute production volumes remain tied to consumer adoption metrics.

Resource:可成：醫療、半導體、無人機下半年顯著增長