Dan Nystedt(@dnystedt):Semiconductor testing firms WinWay and Chunghwa Precision both plan to speed up capacity expansion amid strong AI chip-testing demand, media report, with WinWay expanding socket capacity 50% by the 3rd quarter 2027, and Chunghwa Precision also 50% by March 2027. WinWay also said it currently has over a dozen Co-Packaged Optics (CPO) projects, which are more complex than AI chip testing projects. Production of small CPO volumes are expected to start in the 2nd half of 2027.

Dan Nystedt

@dnystedt

Former journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.

Joined June 2009

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Dan Nystedt@dnystedt

2026.09.03 01:05

Semiconductor testing firms WinWay and Chunghwa Precision both plan to speed up capacity expansion amid strong AI chip-testing demand, media report, with WinWay expanding socket capacity 50% by the 3rd quarter 2027, and Chunghwa Precision also 50% by March 2027. WinWay also said it currently has over a dozen Co-Packaged Optics (CPO) projects, which are more complex than AI chip testing projects. Production of small CPO volumes are expected to start in the 2nd half of 2027.