Subject


ASE


2025-12-10

[News] NVIDIA H200 Export to China Approved, Unlocking Gains for Taiwan OEMs, OSATs, and Server Suppliers

U.S. President Trump has approved the export of NVIDIA’s H200 chips to China. According to Commercial Times, industry sources say the move could accelerate inventory digestion across the AI supply chain and stimulate new orders for Taiwanese assembly and packaging providers. OEMs such as Gigabyte ...

2025-10-31

[News] Chip Packaging Giant ASE Reportedly to Boost 2025 CapEx by US$1B Amid Strong AI and HPC Demand

AI is driving demand for advanced packaging, and Taiwan-based chip packaging giant ASE, which held its earnings call on the 30th, is moving quickly to ramp up operations. According to Economic Daily News, CFO Joseph Tung said the company’s 2025 capital expenditure will increase by US$1 billion to ...

2025-10-22

[News] Chip Packaging Giant ASE to Acquire ADI’s Penang Plant, Expand Southeast Asia Footprint by 1H26

Southeast Asia is fast becoming a key semiconductor hub, particularly in advanced packaging, attracting major players to expand their regional footprint. Taiwan-based chip packaging giant ASE announced a strategic partnership with Analog Devices (ADI) on Oct. 21, signing a binding MoU to acquire ADI...

2025-09-10

[News] TSMC Reportedly Speeds Advanced Packaging Ramp to Three Quarters, Stresses Local Equipment

According to Liberty Times, TSMC Vice President of Advanced Packaging Technology and Service Jun He said demand for the company’s advanced packaging services is booming, with customers pressing closely. In response, TSMC is working to shorten timelines and accelerate capacity. He also stressed tha...

2025-08-13

[News] ASE Acquires WIN Semiconductors’ Facility for NT$6.5B to Meet Soaring Advanced Packaging Demand

According to Commercial Times, ASE said on the 11th that its subsidiary ASE Semiconductor will acquire a plant and related facilities from Taiwan’s GaAs foundry WIN Semiconductors in the Southern Taiwan Science Park, Kaohsiung, for NT$6.5 billion. Approved by the board, the purchase is aimed at e...

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