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Semco’s deal is sealed. The 15 million-unit order from Korea is almost confirmed by Semco. The first order will be followed by a second order, and then the rest.
How much does Semco have on hand in terms of silicon capacitor orders? It should not be difficult to get this figure.
Hui, I’m not sure if outsourcing will work as Aemulus owns the design and the patent for ATE. If there are any SEMCO orders the total volume would be significant, even if the orders are split into smaller batches and released batch by batch.
Aemulus has significantly increased its hiring over the past couple of months. This hiring spree coincides with a surge in book orders. At the current level, if the secured orders are as expected stand at 114 millions, the existing production floor should still be able to cope with demand. The 2026 and 2027 are expected to be the busiest years for Aemulus in terms of order deliveries. The key question is whether, if additional orders such as those from SEMCO are secured, Aemulus will still be in a good position to meet delivery schedules on time?
