WinWay Technology reported June EPS surged to NT$8.61, with June, Q2, and first-half revenues reaching new highs due to sustained AI-related demand. However, Goldman Sachs noted that Q2 gross margin fell short of expectations, impacted by an increased proportion of lower-margin MEMS probe card shipments.
AI demand is driving revenue growth for semiconductor test interface suppliers, but product mix shifts can still pressure margins.