Securities analysts project Siliconware's Q3 and Q4 revenues to reach new historical highs, driven by new fab production and increased test prices. AI ASIC, silicon photonics, and high-speed computing now comprise over 20% of the company's total revenue. Certain silicon photonics and high-speed optical communications products have already begun volume production this year, with remaining customers expected to ramp next year.
Advanced packaging and testing capacity for AI-specific networking components is ramping, indicating a critical bottleneck for AI infrastructure is easing.