Taiwan's chip-test interface maker WinWay fell sharply after a weak September revenue report, a bad day for shareholders but not a sign the AI boom is over.

• September revenue dropped 27% from August, and the stock fell more than 9%, nearly hitting its daily limit.
• The drop came from probe cards, where a big project finished shipping, not from falling AI demand.
• Revenue was still up 88% from a year ago, and the third quarter set a record, beating US brokers' forecasts.
• WinWay has already passed NT$10 billion in sales for the year, hitting a target it had set for 2027 a year early.
• Rail maker Chuanhu got hit harder the same day, down the full 10% limit after its own revenue fell 31%.

Outlook: Probe card sales should stay soft this quarter, but AI GPU and ASIC socket shipments are expected to keep growing and lift margins.