Taiwan chip testing company King Yuan Electronics surged more than 8% in early trading, a strong sign for investors betting on advanced AI chip packaging and testing.

• Money is flowing back into the stock on hopes for high-end chip testing work.
• Foreign investors and local funds were both net buyers, outweighing selling by brokerages.
• Nvidia's next-generation Rubin GPU has been delayed by a chip cooling redesign, pushing first test chips to late in the third quarter.
• That delay means weaker third-quarter sales growth than expected, with volume production only arriving in the fourth quarter.

Outlook: Fourth-quarter revenue is expected to jump around 20% from the previous quarter as Rubin chip testing ramps up.