The rapid development of AI and high-performance computing (HPC) chips is providing long-term demand support for the semiconductor advanced testing interface supply chain, driving growth in the global probe card market. Technologically, as signal contact density and probe pin counts continue to rise, the requirements for guide plate hole counts and structural precision in a single probe card are also increasing accordingly.

Taiwan’s military is rapidly expanding its unmanned vehicle fleet, with drone numbers surpassing 200,000 and procurement of over a thousand unmanned surface vessels (USVs) reportedly on the rise. The Ministry of National Defense (MND) confirmed a domestic-first approach for USV purchases, though foreign companies may participate through technology transfer partnerships with local manufacturers.

Nvidia and Meta recently announced a multi-year strategic partnership under which Meta will procure and deploy millions of Nvidia chips. The deal covers not only the current Blackwell architecture and next-generation Rubin GPUs, but also marks the first time Meta will deploy Nvidia’s Grace CPU and Vera CPU at large scale as standalone products. Nvidia has also now begun supplying CPUs independently, signaling that the shift toward Arm architecture in data centers is accelerating; bad news for Intel.