Nightfood Holdings Inc. (OTCQB: NGTFD), operating as TechForce Robotics, announced that its TechForce Advanced Manufacturing Inc. (TAMI) subsidiary expects to begin shipping wafer automated optical inspection (AOI) equipment during the coming week. The shipments mark the start of commercial fulfillment following the company's October 2026 acquisition of related technology and intellectual property from Taiwan-based Jun Long Machine Industrial Co. Ltd.
The company is targeting fulfillment of approximately 80 equipment units by the end of the first calendar quarter of 2027, representing a potential revenue opportunity exceeding NT$280 million, or approximately $9 million. That estimate is subject to accepted purchase orders, successful fulfillment and applicable revenue recognition requirements.
To support production, TAMI plans to establish a wholly owned subsidiary in Taiwan and an approximately 20,000-square-foot manufacturing facility for equipment assembly, testing and supply chain operations. Management expects the subsidiary to be formed and the facility ready for initial occupancy within 30 days, subject to regulatory and operational requirements. The expansion is intended to support semiconductor inspection applications associated with advanced packaging, artificial intelligence infrastructure and high-performance computing, while providing additional manufacturing capacity for potential future orders.
The move matters because semiconductor inspection equipment is a critical link in the supply chain for advanced packaging, AI infrastructure and high-performance computing. Demand for these technologies has strained manufacturing capacity, and new entrants can help ease bottlenecks. For Nightfood, a company historically known for consumer food products, the shift toward robotics and semiconductor automation represents a significant strategic pivot. If TAMI meets its shipment and revenue targets, the subsidiary could become a meaningful contributor to the company's top line.
For investors, the announcement offers a concrete timeline and revenue estimate, though risks remain. The $9 million figure depends on accepted purchase orders and successful fulfillment, and the Taiwan subsidiary and facility are not yet operational. The company's ability to execute within its stated 30-day window will be an early test.
TechForce Robotics describes itself as an advanced robotics and automation company focused on delivering intelligent, scalable solutions for industrial and commercial applications. TAMI, a Nevada corporation, was formed to develop, manufacture, commercialize, install and support semiconductor automation and inspection systems, with an initial focus on expanding Wafer Sorter and AOI production for wafer-based semiconductor and CoWoS-related advanced-packaging applications.
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