CPO

Headlines · 6

1. 2d
   Chroma ATE Draws Positive Analyst Ratings on AI Test Demand

   Citi and Morgan Stanley assigned Buy and Outperform ratings to Chroma ATE after its Q3 briefing, setting target prices of NT$2,800 to NT$2,900. Chroma said its SLT revenue doubled year to date and expects CPU, LPU and ASIC inference-capacity expansion to drive testing demand from Q4 through the first half of next year. The company also reported securing its first CSP burn-in customer and expects to add an HPC customer next year.

   科技新报 · 🔥 3
2. 2d
   ASE raises 2026 LEAP revenue target above $4 billion

   ASE Technology Holding reported third-quarter consolidated revenue of NT$244.161 billion and after-tax net income of NT$26.996 billion. It forecast fourth-quarter revenue growth of 6% to 8% sequentially and a gross margin of 23% to 24%. The company raised its 2026 LEAP revenue target from $3.7 billion to more than $4 billion, reiterated expectations of more than $8 billion for 2027, and said CPO entered mass production in the fourth quarter of 2026. According to TechNews, Citi and Morgan Stanley maintained positive ratings and raised their target prices, with the highest cited at NT$908. Management also raised its 2026 capital-spending outlook to $11.5 billion in response to strong customer demand and capacity constraints.

   科技新报 · 🔥 0
3. 3d
   ASE raises 2026 LEAP revenue forecast above $4 billion

   ASE Technology Holding raised its 2026 LEAP revenue forecast from $3.7 billion to more than $4 billion, citing higher advanced-packaging demand and new CPO projects. It maintained its outlook for LEAP revenue to double in 2027. The company forecasts CoWoS full-process revenue of $300 million in 2026 and more than $1 billion in 2027, while CPO entered mass production in the fourth quarter of 2026. ASE also increased its 2026 capital-expenditure budget by $1 billion to $11.5 billion, split roughly evenly between factory construction and equipment. These figures are company forecasts, and factory-space constraints are expected to limit delivery capacity.

   科技新报 · 🔥 0
4. 3d
   Chroma ATE reports 186% Q3 revenue growth and first production-stage CPO order

   Chroma ATE reported third-quarter revenue of NT$17.9 billion, up 33% sequentially and 186% year over year, with net income of NT$5.647 billion and earnings per share of NT$13.34. The company said photonics-testing revenue quadrupled and system-level-testing revenue doubled. Chroma said Nvidia and Marvell had confirmed adoption of its Insertion 1 and Insertion 3 optical-engine manufacturing processes, and that it had received its first production-stage CPO order. The company also said the Insertion 3 production scale would be at least four to five times the pilot-stage scale, subject to initial capacity ramp-up and market demand.

   科技新报 · 🔥 0
5. 4d
   VPEC Reports Record Q3 EPS on AI-Driven Silicon Photonics Demand

   VPEC reported third-quarter revenue of NT$1.562 billion, up 28% sequentially and 183% year over year, while EPS reached a quarterly record of NT$6.12. TechNews reported that gross margin reached 58.56% and operating profit rose to NT$771 million as silicon-photonics shipments increased amid AI data-center demand. The company also said 1.6T silicon-photonics products had entered mass production.

   科技新报 · 🔥 0
6. Oct 23
   Tianfu Communication reports stable CPO product deliveries and ample orders

   Tianfu Communication said its main business is operating normally, with sufficient orders on hand and no major changes in its internal or external operating environment. The company also reported stable mass delivery of FAU and ELS products for co-packaged optics, while following the shift from 400G toward 800G, 1.6T and higher-speed optical products. These operational, customer and delivery claims come from the company's announcement as reported by 36Kr.

   36氪快讯 · 🔥 0

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