中探針 semiconductor products to top 40% of revenue next year
Taiwan probe-card maker 中探針 (Chung Precision, 6217) expects faster growth next year as it pushes deeper into AI chip testing — good news for investors betting on the AI supply chain, though this year still shows a loss.
- New products co-developed with a major chipmaker — MEMS probes and probe-cleaning sheets — start bringing in real money next year.
- Semiconductor-related products should climb past 40% of total revenue, up from a smaller share today.
- The cleaning sheets remove solder residue and oxide from probes during wafer testing, cutting test errors and saving chipmakers time; most are currently imported, so local supply is the selling point.
- MEMS probes target high-end packaging tests for GPUs, CPUs and CoWoS — the parts that end up in AI chips.
- The company lost money per share in the first half, mostly from writing down a magnesium alloy parts plant, but still targets double-digit revenue growth for the full year.
Outlook: AI server products have passed certification and are waiting on customer rack orders, so next year's growth hinges on how fast those volumes ramp.