Taiwan chip-test parts maker Chin Mei Technology says demand from AI chips is lifting all three of its product lines, a positive sign for the island's semiconductor supply chain.

• The company makes precision parts used to test advanced chips, and business should get stronger each quarter through the rest of the year.
• AI and high-performance computing chips need far more test points, so each test card requires more holes and tighter precision — and drilling is priced by the hole, so the work is worth more.
• Probe card parts make up most of its sales, with the three main lines together accounting for the bulk of revenue in the first half.
• Big global probe card makers put their money into pins, boards and carriers, and hand the fine drilling and precision parts to specialists like this one.
• Its customers include the world's largest contract chipmaker plus probe card firms across the US, Europe, Japan, Korea and Taiwan's top three.

Outlook: Existing customer projects are moving into mass production, so revenue should keep climbing quarter by quarter into year-end.