Chroma ATE Inc

Chroma Ate Inc reported record-breaking second-quarter 2026 results, with consolidated revenue surging 40% quarter-on-quarter and 110% year-on-year to NT$13.503 billion, driven by strong AI server power applications. The semiconductor testers segment saw revenue of NT$4.4 billion, up 29% sequentially and doubling from a year ago, fueled by system-level test and photonics demand. Gross margin slipped to 61% from 63% in the prior quarter due to higher component costs, and the company may implement price increases of up to 10% to offset the impact. Chroma received purchase orders for co-packaged optics insertion 3 and insertion 4, with insertion 4 being 100% exclusive to the company, and it upgraded its outlook for legacy semiconductor testers to 10-20% growth this year. The company also highlighted strong order momentum for high-voltage direct current power testers, with customers booking orders for the entire year and pushing for monthly shipments.