Chunghwa Precision Test sees ASIC revenue overtaking GPU by 2027

Chunghwa Precision Test forecasts ASIC revenue surpassing GPU by 2027, signaling a fundamental shift in AI chip supply chains. Technologically, the rise of ASICs drives demand for advanced test interfaces with higher bandwidth and lower power consumption, pressuring upstream packaging and testing capabilities. From a compliance standpoint, tightening U.S. export controls pose significant risks, especially in procurement of high-end test equipment, increasing operational costs. Competitively, TSMC and UMC are accelerating investments in AI chip testing services to capture value in this segment. In the next 12 months, if U.S. restrictions intensify, the company may pivot toward Southeast Asia or Hong Kong, China, reshaping regional supply chain dynamics.