法人指出，颖崴向来聚焦高频高速、高端市场，在5G手机APU、服务器、HPC、GPU、CPU等高复杂 度产品线测试界面皆已布局。今年以来，垂直探针卡产品营收占比达双位数，MEMS产能持续提升，为 今年运营增长重要动能之一。为满足客户需求，颖崴稳定提高探针自制率，探针产能今年目标从去年 300万提升至450万针。法人预期，颖崴随AI相关大客户新品上市，加上新产能持续开出，下半年营收 有望逐季向上，并优于去年同期。 旺硅来自国际大客户需求强劲，旗下高端探针卡接单大爆满且稼动率满载，公司连续两年大扩产，去年 底垂直式探针卡（VPC）月产能达约90万针、MEMS探针卡月产能约40万针，今年第二季度VPC月产能 已突破120万针，MEMS更目标在今年底挑战100万针规模。 精测推动更多HPC、AI、车用等新专案，且在北美客户市占率持续扩大，美系GPU客户，精测主要供应 晶圆测试、成品测试所需测试载板、PCB等零组件，近期都通过新一代产品验证。 半导体技术持续突破，推动芯片性能与能耗表现进入另一阶段，在这波技术革新中，相关测试与封装扮 演不可或缺角色，其中探针卡是确保芯片品质与性能核心关键，测试界面"千金股"颖崴、旺硅、精 ...

Group 1: Industry Overview - Major semiconductor companies are set to hold earnings calls, including foundry companies like UMC and testing interface provider Chroma, as well as chip giant MediaTek, focusing on recent financial results, the impact of the TWD exchange rate, and future market outlook [1][2] - UMC's June consolidated revenue reached NT$44.7 billion, showing a month-on-month increase of 26% and a year-on-year increase of 9%, outperforming last year's figures [1] - Despite the increase in shipments, UMC's Q2 revenue decreased to NT$116.9 billion, a quarter-on-quarter decline of approximately 2.1%, primarily due to a 12% appreciation of the TWD against the USD [1] Group 2: Company-Specific Insights - MediaTek's Q2 consolidated revenue was NT$1503.6 billion, reflecting a quarter-on-quarter decrease of 1.9% but a year-on-year increase of 18.1%, marking the third-highest quarterly performance in history [2] - MediaTek's cumulative revenue for the first half of the year reached NT$3036.8 billion, with a year-on-year growth of 16.4% [2] - UMC will discuss its latest financial performance and operational outlook for Q3 and the full year during its earnings call, addressing concerns about wafer shipment momentum and capacity utilization [2] Group 3: Technological Developments - Chroma has introduced several advanced testing solutions, including a high-speed 112Gbps PAM4 probe card and PCIe 6 test boards, to meet the evolving needs of global chip design clients as the industry approaches the traditional peak season in Q3 [3]