[디자인하우스 특수] 코아시아, 반도체 비중 확대…텐스토렌트 양산 관건

Coasia is transitioning from low-margin electronics manufacturing to system semiconductor design, with AI chiplets now representing 30% of revenue despite ongoing losses. The company's profitability depends on successfully scaling Tenstorrent's AI chiplet to mass production, enabling the shift from development services to high-margin turnkey revenues. This inflection point is critical for design houses seeking to compete in the growing AI semiconductor market.