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StatementDog | AI & Tech Supply Chains
@statementdog
Tracking the companies and technologies behind the AI buildout. Research informed by company interviews, site visits, analysts, and industry experts.
Joined June 2024
117 Following    4.5K Followers
Chroma, a Taiwanese test-equipment maker, says it has received purchase orders for Q1 2027 to support volume production of co-packaged optics (CPO). The company expects the current pilot phase to wrap up by the end of 2026, and customers have provided their 2027 demand forecasts. For Nvidia's Spectrum-X, Chroma expects 2027 shipments of Insertion 3 optical-engine test equipment to be at least four to five times the pilot-run level. Chroma said Marvell plans to enter the pilot stage in 2027, with volume production targeted for Q4 of that year. Q3 revenue rose 33% from the previous quarter and 180% year over year to NT$17.93 billion. Operating profit increased 37% from Q2 and 288% from a year earlier to NT$7.17 billion. Gross margin slipped to 57.5% from 60.5% in Q2, but operating margin improved to 40.0% from 38.7% as revenue grew faster than operating expenses. Net profit attributable to shareholders was NT$5.65 billion. Basic EPS rose 11% year over year to NT$13.34. The year-earlier quarter included a NT$3.19 billion gain from residential property sales. On a parent-company basis, semiconductor and photonics testing revenue reached NT$6.06 billion, up 38% from Q2 and 189% year over year, accounting for 42% of parent-company sales. Test instruments and automated test systems generated NT$7.43 billion, up 21% from Q2. Operating cash flow for the first nine months was NT$6.21 billion, compared with NT$14.96 billion in consolidated net income. Inventory rose 74% from the end of 2025 to NT$13.81 billion.
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