EPISIL Business Summary

EPISIL (3707.TWO), operating as Episil Holding Inc., is a premier Taiwan-based semiconductor group specializing in power semiconductor foundry services and the production of high-performance epitaxial wafers. The company generates revenue through two primary segments: Episil Technologies, which provides pure-play foundry services for power discrete components including MOSFETs, IGBTs, and Fast Recovery Diodes (FRD), and its subsidiary Episil-Precision (3016.TW), which manufactures silicon and compound semiconductor epitaxial wafers. EPISIL has strategically pivoted toward wide-bandgap (WBG) materials, establishing itself as a critical node in the global supply chain for Silicon Carbide (SiC) and Gallium Nitride (GaN) technologies used in electric vehicles and green energy infrastructure. Its primary direct competitors include GlobalWafers, Wafer Works, and Vanguard International Semiconductor (VIS); EPISIL distinguishes itself as a specialized niche leader in 6-inch and 8-inch WBG foundry integration, recently bolstered by a strategic manufacturing alliance with VIS. The leadership team is anchored by Chairman and CEO Jian-Hua (JH) Shyu, a veteran executive with a distinguished pedigree including senior roles at United Microelectronics Corporation (UMC) and Hwa-Chieh (Taiwan) Corp (HJTC). Supporting him is Andy Chuang, President of Episil Technologies, who brings extensive operational experience from Synopsys and Chartered Semiconductor. The board of directors features high-level industry representation, notably including Chen Chi-Hsien, a Director of the Technology Division at TSMC, who joined as a representative of major corporate shareholder Hermes-Epitek Corporation in early 2026. This executive core is further supported by Vice President Amy Fan, ensuring a balance of technical expertise and strategic financial management. The company maintains a strong institutional backing from Hermes-Epitek and a significant strategic investment from Vanguard International Semiconductor, which holds a 13% stake to co-develop advanced 8-inch SiC fabrication capabilities.