Niching Sees Stronger Packaging-Materials Demand as Memory Markets Recover

Niching Industrial expects 2026 revenue to increase by 20% to 30%, according to comments from its September investor conference reported by DigiTimes. The packaging and testing materials distributor cites growth in IC substrates, heat spreaders, SSD enclosures and thermally conductive adhesives, alongside the effects of its July acquisition of Ming Chun Yuan Micro Precise Technology. The outlook suggests that improving memory demand and pricing are flowing into the component and materials supply chain, not only memory-chip suppliers. Better order visibility through the second half of 2027 can support production planning for packaging-related vendors. The source does not separate memory-related revenue from the company’s other semiconductor materials businesses, so the direct effect on DRAM or NAND remains unquantified.