Chroma Ate Inc (TPE:2360)

Q2 2026 Chroma ATE Inc Earnings Call Transcript

Jul 30, 2026 / 09:00 AM GMT

Release Date Price: NT$1910 (+4.09%)

Transcript

Key Points

Positve

Record-breaking Q2 2026 results with consolidated revenue of NT$13.503 billion, up 40% QoQ and 110% YoY, driven by strong AI server power applications.
Semiconductor testers segment showed robust growth, with Q2 revenue of NT$4.4 billion, up 29% QoQ and doubling YoY, fueled by system-level test (SLT) and photonics demand.
Received purchase orders for CPO insertion 3 and insertion 4, with insertion 4 being 100% exclusive to Chroma, indicating strong competitive positioning and future revenue visibility.
Solid financial position with net cash, cash and short-term investments of NT$13.68 billion, and improved inventory turnover days from 224 to 477, reflecting better operational efficiency.
Upgraded outlook for legacy semiconductor testers, expecting 10-20% growth this year due to increased demand from newcomers and existing makers shifting to high-end AI applications.
Strong order momentum for HVDC power testers, with customers blocking orders for the entire year and pushing for monthly shipments, indicating sustained demand.

Negative

Gross margin declined to 61% in Q2 from 63% in Q1, due to higher costs of components including DRAM, passive components, and ICs.
Potential price adjustments of up to 10% may be necessary to offset component cost increases, which could impact customer relationships or demand.
CPO technology remains challenging and complex, with customers only placing orders up to insertion 4, limiting long-term visibility beyond this year.
SLT testing times for AI chips like MI300 have increased to 6-8 hours from an initial target of 4 hours, potentially straining capacity and turnaround times.
The company does not provide clear guidance for the ATE/power business segment for the second half, creating uncertainty for investors.
Inventory levels remain high at NT$11.58 billion, reflecting preparation for future demand but also posing a risk if demand softens.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

2360.TW - Chroma ATE Inc
Q2 2026 Chroma ATE Inc Earnings Call
Jul 30, 2026 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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2026 second quarter earnings conference call.

All lines have been placed on mute to present background noise.

After the presentation, there will be a question-and-answer session.

Please follow the instructions even at that time if you would like to ask the question.

And for your information, the webcast replay will be available within an hour after the conference has finished. Please visit www.proma.com.tw/investor/index under the. The relation section.

Now I would like to hand it over to Croma's management. Please go ahead.

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Unidentified_2 [2]
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