Chunghwa Precision Test Technology Co (CHPT, 中華精測), a chip testing and wafer probing services provider, yesterday said that revenue this quarter would climb to an all-time high, benefiting from increased demand for chips used in artificial intelligence (AI) applications and smartphones.
The company also said that it has a clearer outlook for its orders over the next eight to nine months, exceeding the average of three months in the semiconductor industry.
“We are positive about the third quarter thanks to growing demand for AI and high-performance computing [HPC] applications. Revenue in the third quarter is likely to hit a record high,” CHPT president Scott Huang (黃水可) told reporters on the sidelines of the launch of an upgraded intelligent product design and manufacturing software system during the Semicon Taiwan trade show in Taipei.
Photo: Lisa Wang, Taipei Times
As customer demand seems to be sustainable, revenue in the fourth quarter would only drop slightly on a quarterly basis during the traditional low season for the industry, Huang said.
The company aims to increase its revenue next year at the same rate as this year, driven by AI and HPC applications, he said.
He did not give a detailed growth forecast.
The firm’s revenue soared nearly 60 percent annually during the first eight months of this year to NT$3.19 billion (US$105.25 million).
HPC applications, primarily AI chips, are the biggest revenue contributor to CHPT, making up 42.5 percent in the second quarter, replacing application processors.
That was a significant jump from a 21 percent share a year earlier.
CHPT said that it is ready to provide its services in the US if customers ramp up production of 2-nanometer chips, as it has a small assembly line in San Jose, California.
The company would expand its capacity in accordance with demand, given expensive labor costs in the US, it said.
CHPT said it has more than quadrupled capacity at a factory there to cope with AI chip and smartphone processor testing demand.
Separately, California-based semiconductor equipment supplier ACM Research Inc yesterday said it is seeking to set up a subsidiary in Taiwan, as it plans to build a research-and-development (R&D) team and potentially a manufacturing line here, eyeing the nation’s fast-growing semiconductor equipment market.
ACM operates an R&D center in China and Oregon, ACM chairman David Wang (王暉) said at Semicon.
The company makes wet-process cleaning tools, atomic layer deposition equipment and advanced packaging plating equipment.
The company aims to sell its panel-level chip packaging equipment to Taiwan Semiconductor Manufacturing Co (台積電) and ASE Technology Holding Co (日月光投控), Wang said.
Taiwan’s contract chipmaker United Microelectronics Corp (聯電) and silicon wafer suppliers including Wafer Works Corp (合晶科技) and GlobalWafers Co (環球晶圓) are customers of ACM, he said.
HORMUZ ISSUE: The US president said he expected crude prices to drop at the end of the war, which he called a ‘minor excursion’ that could continue ‘for a little while’ The United Arab Emirates (UAE) and Kuwait started reducing oil production, as the near-closure of the crucial Strait of Hormuz ripples through energy markets and affects global supply. Abu Dhabi National Oil Co (ADNOC) is “managing offshore production levels to address storage requirements,” the company said in a statement, without giving details. Kuwait Petroleum Corp said it was lowering production at its oil fields and refineries after “Iranian threats against safe passage of ships through the Strait of Hormuz.” The war in the Middle East has all but closed Hormuz, the narrow waterway linking the Persian Gulf to the open seas,
Apple Inc increased iPhone production in India by about 53 percent last year and now makes a quarter of its marquee devices there, reflecting the US company’s efforts to avoid tariffs on China. The company assembled about 55 million iPhones in India last year, up from 36 million a year earlier, people familiar with the matter said, asking not to be named because the numbers aren’t public. Apple makes about 220 million to 230 million iPhones a year globally, with India’s share of the total increasing rapidly. Apple has accelerated its expansion in the world’s most populous country in recent years, bolstered
HEADWINDS: The company said it expects its computer business, as well as consumer electronics and communications segments to see revenue declines due to seasonality Pegatron Corp (和碩) yesterday said it aims to grow its artificial intelligence (AI) server revenue more than 10-fold this year from last year, driven by orders from neocloud solutions clients and large cloud service providers. The electronics manufacturing service provider said AI server revenue growth would be driven primarily by the Nvidia Corp GB300 server platform. Server shipments are expected to increase each quarter this year, with the second half likely to outperform the first half, it said. The AI server market is expected to broaden this year as more inference applications emerge, which would drive demand for system-on-chip, application-specific integrated circuits
PROJECTION: TSMC said it expects strong growth this year, with revenue in US dollars projected to grow by about 30 percent, outperforming the industry Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) yesterday reported consolidated sales last month reached NT$317.66 billion (US$9.98 billion), the highest ever for the month of February, driven by robust demand for chips built using the company’s advanced 3-nanometer (3nm) process. Last month’s figure was up 22.2 percent from a year earlier, but fell 20.8 percent from January, the world’s largest contract chipmaker said in a statement. For the first two months of the year, TSMC posted cumulative sales of NT$718.91 billion, up 29.9 percent from a year earlier. Analysts attributed the growth to sustained global demand for artificial intelligence (AI) products