WinWay Technology Co (穎崴), an IC testing interface supplier, yesterday said revenue would grow gradually each quarter to bring the whole year’s revenue to an all-time high, thanks to robust demand for advanced system test services amid an artificial intelligence (AI) boom.
The Kaohsiung-based company expects AI, high-performance-computing (HPC) and 5G applications to fuel stronger revenue growth in the second half of this year, exceeding the company’s first-half performance.
AI and HPC chips are to propel demand and growth for its coaxial sockets and newly released hyper sockets, the company said. Coaxial sockets is the biggest revenue generator for the company, accounting for 57 percent of revenue in the first five months of this year. About 61 percent of its coaxial sockets and hyper sockets were used in HPC and AI chips.
Photo: Lisa Wang, Taipei Times
“WinWay has been cooperating with those customers in the AI area for 10 to 20 years. The company is growing together with its customers,” WinWay chairman Mark Wang (王嘉煌) told reporters during a media gathering in Taipei.
Since those advanced chips, including AI, HPC and 5G chips, are made on cutting-edge process technologies, they have spurred an increase in demand for advanced system test services such as system level test (SLT) and system final test (SFT) services, Wang said.
SLT and SFT services demand is expected to expand at an annual compound growth rate of 15 percent from this year to 2028, WinWay said.
“The growth will also be driven by the semiconductor industry’s up-cycle,” Wang said.
During the first five months of this year, revenue expanded 15.45 percent year-over-year to NT$1.9 billion (US$58.4 million), reversing a decline for the whole year of last year.
More than 73 percent of the revenue came from test services for advanced 7-nanometer process technology and above.
Revenue fell 28.12 percent last year from a year ago due to the semiconductor industry’s correction cycle.
WinWay also said that the company’s double-sided probing system total solution used in wafer-level chip- scale co-packaged optics (CPO) technology has passed qualifications from two US major chip designers.
CPO is an advanced heterogeneous integration of optics and silicon on a single packaged substrate aimed at addressing next generation bandwidth and power challenges.
WinWay’s net profits jumped 39.19 percent annually last quarter to NT$200 million, the company told investors in a quarterly conference yesterday. That translated into earnings per share of NT$5.81.
Gross margin climbed to 43 percent last quarter from 38 percent a year ago.
Revenue rose 6.43 percent year-over-year to NT$1.07 billion.
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