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CHPT to Boost Capacity by 50% in March, Targeting 2028 AI Testing Surge
Electronic Technology · Semiconductors · cnyes · 2026-09-02
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Semiconductor testing firm CHPT plans to increase capacity by 50% by March 2025, anticipating a major volume ramp-up for AI chip testing by 2028.
What Happened
Capacity Expansion: CHPT is accelerating its production capacity to meet rising demand for GPU, CPU, and ASIC testing, with a 50% increase scheduled for March 2025. The company has streamlined its equipment procurement process, reducing the build cycle to 5-6 months to accommodate long-term customer commitments.
AI Growth Trajectory: The company expects AI testing demand to grow steadily, with significant volume expansion by 2027 and a major peak in 2028. As chip complexity and advanced packaging requirements increase, the value of testing interfaces is expected to rise, positioning CHPT for sustained growth through 2029.
Market Dynamics: CHPT observes that cloud service providers are balancing GPU procurement with the development of proprietary ASICs, creating a complementary market landscape. By maintaining strong partnerships with key industry players like NVIDIA and MediaTek, the company remains well-positioned to capture new testing projects regardless of evolving chip architectures.
Financial Outlook: Driven by strong demand for AI and HPC chips, CHPT expects continued growth through the second half of the year, with full-year profits projected to hit record highs. The company anticipates that the transition of major projects to mass production next year will further bolster revenue performance.
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