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AI晶片測試介面供應鏈迎來世代交替，本土法人最新報告指出，TPU與高階測試版分工調整使台廠幾家歡樂幾家愁。精測因探針卡供應轉由晶圓代工廠負責及部分GPU市佔調整，供應範圍縮減使短線承壓，但長線車用與CPU業務仍具動能，目標價4,380元。雍智則成功搶下高規格SLT測試板訂單，平均單價倍增且毛利率較佳，推升獲利預估，產品組合優化帶動目標價上看2,280元。
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