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Chunghwa Leading Photonics targets SWIR testing demand in advanced packaging - digitimes

www.digitimes.com 2026-06-14 digitimes
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PhotonicsAdvanced PackagingSWIR TestingSemiconductor MaterialsTaiwan SemiconductorIndustry 5.0OptoelectronicsPackaging TestingSupply ChainTechnology DevelopmentSemiconductor EquipmentTechnical Upgrade
News Summary
Chunghwa Leading Photonics Tech, a subsidiary of Chunghwa Telecom, is preparing for an IPO on the Taipei Emerging Stock Board, having achieved record-high revenue and gross margins in the first four m... Read original →
Industry Analysis
Chunghwa Leading Photonics’ push into SWIR testing isn't just opportunistic—it's a necessary response to the physical limits of advanced packaging. As chiplet densities escalate, electrical probing fails to capture micro-defects, making SWIR-based optical inspection indispensable. This shift forces upstream upgrades in InGaAs sensors and laser sources, but also heightens Taiwan, China’s exposure to U.S. and Japanese optical component dependencies—especially if BIS expands controls on high-resolution spectrometers, potentially inflating supply chain costs by over 15%. Competitors like AIXTRON and SCREEN may counter with integrated opto-electronic test platforms, squeezing standalone vendors. Within 18 months, SWIR adoption will extend beyond HBM/CoWoS into automotive and edge AI chips, establishing a 'test-driven design' paradigm that compels co-optimization between EDA and packaging flows.
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