WinWay Technology (6515), a supplier of probe cards and test sockets, reported August revenue of NT$1.706 billion, up 6.58% month over month and 233.37% year over year. It was the company’s third consecutive record high for a single month. On Sept. 8, the stock closed limit-up at NT$7,700.
Revenue for January through August reached NT$9.810 billion
WinWay said cumulative revenue for the first eight months of the year came to NT$9.810 billion, an increase of 97.88% from the same period last year. Monthly revenue data on the Market Observation Post System showed NT$1.460 billion in June, NT$1.600 billion in July, and NT$1.706 billion in August, extending the company’s monthly record for a third straight month.
Company pointed to AI and HPC demand
In its official July monthly revenue filing, WinWay said growth came from continued strong demand from global AI and high-performance computing customers, with ongoing pull-ins for high-end Coaxial Socket products and MEMS probe cards. For August, the company said AI customers had urgent demand for high-end testing and that it had quickly adjusted capacity in response.
Kaohsiung plant and HyperSocket platform
On capacity, WinWay said benefits from its new Kaohsiung plant are starting to appear. The company also mentioned its next-generation advanced test interface platform, saying HyperSocket superconducting test sockets are aimed at testing challenges created by large package sizes, high current, and high pin counts.
Test sockets and probe cards are consumables and interfaces used in the semiconductor testing process. As chip sizes increase and pin counts rise, specification thresholds in this part of the process also move higher.
Shares finished at the daily limit on Sept. 8
After the revenue release, WinWay shares opened at NT$7,290 on Sept. 8, touched an intraday low of NT$6,945, and then climbed to close limit-up at NT$7,700. That was NT$700 higher than the previous trading day’s close of NT$7,000.
ABMedia noted that Chain News had previously reported that a strike at a major South Korean semiconductor testing company had stretched on for a month, leading to order transfers to two Japanese manufacturers and Taiwan-based WinWay. The latest revenue figure was released against that backdrop.