Strong demand for AI SiG: AI-related revenue will account for more than 30% next year

SiG Chairman Huang Xingyang (file photo)

[Reporter Lin Yiru/Taipei Report] AI demand continues to push up the demand for semiconductor testing capacity. IC packaging and testing factory SiG (6257) held a press conference today (6). SiG said that including AI servers, CPU/GP The demand for testing popular products such as U, ASIC, and silicon photonics continues to increase. In addition to customers actively ordering production capacity, more and more customers are signing long-term contracts in advance, or locking in testing capacity through production capacity guarantee agreements, dedicated aircraft reservations, etc.

SiGe pointed out that as AI-related applications continue to expand, the products with the highest revenue growth this year are AI, CPU/GPU, ASIC and silicon photonics, with revenue increasing by about 40% compared with the same period last year. As the scale of orders expands and the number of customers increases, the target is to increase the proportion of related revenue next year from the current 24% to more than 30%. The proportion of AI-related applications in the overall revenue structure continues to increase.

In terms of production capacity layout, SiGe said that the second Hukou plant was purchased at the beginning of this year, joined mass production in July and continued to ramp up. The production capacity will be opened to 40% in October. The overall production capacity will be fully opened next year, and all production capacity has been booked by customers; ZTE's third plant is expected to be completed in the fourth quarter of this year and mass production in the first quarter of next year.