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.

加入 June 2009

1.2K 正在关注 53.9K 粉丝

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.

显示更多