DigiTimes 综述：台湾 IC 测试接口与 ASIC 设计代工 9 月营收同比大增，AI/HPC 需求延续

Within AI server tracking data, a clear parallel growth trajectory has emerged between semiconductor testing interface providers and chip design houses. Driven by the surge in artificial intelligence (AI), high-performance computing (HPC), and custom ASIC developments, both sectors demonstrated substantial year-over-year revenue gains as of September 2026.

September 2026 revenue figures highlight strong market momentum
In the testing group, September revenue figures demonstrate strong momentum. MPI Corporation reported monthly revenue of NT$2.05 billion (approx. US$63.2 million), an 82.23% year-over-year increase, driven by sustained demand for AI and high-performance computing chip testing. CHPT reached NT$651.8 million (US$20.1 million), up 55.85% year-over-year due to growing orders for high-speed testing boards.
KYEC generated NT$4.07 billion (US$125.4 million), a 24.46% year-over-year gain. WinWay delivered NT$1.25 billion (US$38.5 million), an 87.72% year-over-year jump powered by strong demand for coaxial sockets and MEMS probe cards.
Although WinWay faces minor short-term gross margin adjustments and saw a 26.69 month-over-month decrease this month due to an increasing proportion of probe card revenue and rising depreciation costs from new plant equipment, its long-term growth momentum remains uncompromised given the strong demand for AI and high-power computing test solutions.
Across the testing sector, short-term revenue fluctuations are primarily driven by product mix shifts, but AI and HPC clients continue to pull inventory steadily, with momentum in AI, HPC, and ASIC products expected to expand further into the fourth quarter. Broad industry outlooks remain focused on capacity expansion for high-end probe cards, management of fixed asset depreciation costs, and the structural longevity of AI and advanced packaging demand.
In the design services sector, companies have experienced major operational expansions alongside customer product rollouts. Faraday reported monthly revenue of NT$1.42 billion (US$43.8 million), up 4.41% year-over-year. GUC reached NT$7.15 billion (US$220.3 million), up 97.78% year-over-year due to wafer product revenue. Alchip recorded NT$9.98 billion (US$308 million), a 495.99% year-over-year spike as mass-produced products surged.
GUC continues to deepen its technological roadmap, with its HBM4E IP successfully adopted by clients and extended into 3D stacking architectures, complemented by a growing funnel of next-generation orders from existing AI ASIC clients and new customers.
Meanwhile, Alchip remains the sole backend design service provider for a key North American cloud service provider client, with generational product contributions providing operational visibility through 2029. Automotive ADAS is also set to become Alchip's second-largest revenue contributor starting in 2026, while its next-generation N2 process developments are scheduled to tape out by late 2026, driving revenue expansion through 2028.
Core drivers uniting testing and design services
Several core drivers unite these two sectors; both are propelled by demand for high-capacity computing architecture, custom cloud service provider chips, and automotive advanced driver-assistance systems. Moreover, both are shifting technology toward advanced packaging like CoWoS, high-bandwidth memory, and co-packaged optics.
Their customer bases are heavily tied to North American cloud giants, major IC designers, and leading foundries. Both sectors also maintain long operational visibility dependent on tape-out schedules and mass production timelines, leading financial analysts to evaluate their growth prospects well into the late 2020s based on high-end testing demand, chip validation requirements, and advanced node adoption.