台湾半导体 -首予赢华科技、欣兴电子买入评级:AI 芯片测试接口升级带动强劲动量-Taiwan Semiconductors Initiate on WinWay and CHPT at Buy Solid Momentum Driven by AI Chip Test Interface Upgrade
2026-02-10 03:24
Vi e w p o i n t | 06 Feb 2026 05:59:37 ET │ 61 pages Taiwan Semiconductors Initiate on WinWay and CHPT at Buy: Solid Momentum Driven by AI Chip Test Interface Upgrade CITI'S TAKE Semiconductor test interfaces provide mission-critical "yield insurance" to chips, and following our recent in-depth advanced packaging report on AI Chip Testing and initiation on MPI, we initiate on WinWay and CHPT. We believe WinWay's technical leadership in coaxial socket and hypersocket technologies help it secure the high-end ...