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Taiwan's ASE Tech raises 2026 capex by $2 billion on strong demand
Reuters6d agoneutral
Taiwan's ASE Tech raises 2026 capex by $2 billion on strong demand

Taiwan's ASE Technology Holding, the world's largest chip packaging and testing ‌provider, said on Thursday it would raise this year's ‌capital expenditure by $2 billion to around $10.5 billion, driven by strong demand. • Its ​previous capital expenditure guidance was $8.5 billion. • The company said it is building 13 greenfield sites this year ‌and has another eight ⁠brownfield sites, where it acquired existing factories and is repurposing them to meet demand.

ASE Technology Q2 Earnings Call Highlights
MarketBeat6d agoneutral
ASE Technology Q2 Earnings Call Highlights

ASE Technology (NYSE:ASX) reported second-quarter 2026 results marked by strong growth in its assembly, testing and materials business, driven by demand for leading-edge packaging and testing services as semiconductor customers expand AI-related hardware capacity. Consolidated net revenue rose 10%

Taiwan's ASE says it is expanding capacity to support AI demand
Reuters42d agoneutral
Taiwan's ASE says it is expanding capacity to support AI demand

Taiwan's ASE Technology Holding, the world's largest chip packaging and ‌testing provider, is expanding capacity to meet AI ‌demand, Chief Operating Officer Tien Wu said on Wednesday. • ​Wu said the holding company is adding 15 new sites this year, including six greenfield sites for ASE, seven greenfield sites for its unit Siliconware Precision Industries, and sites ‌acquired from Taiwan's Innolux ⁠Corporation earlier this year. • Nvidia said last ​year it planned to ​build up to $500 billion worth of AI ‌server infrastructure in the United ​States with partners ​including ASE subsidiary Siliconware Precision Industries, but the subsidiary has yet to announce any investment plans.

Investors Look Beyond TSMC as AI Boom Spreads to New Winners
Bloomberg75d agoneutral
Investors Look Beyond TSMC as AI Boom Spreads to New Winners

(Bloomberg) -- After several years flying high as Asia’s best Nvidia Corp. proxy, Taiwan Semiconductor Manufacturing Co. is increasingly vying with other artificial intelligence stocks for investor attention.Most Read from BloombergBungie Plans Layoffs After Ending ‘Destiny 2’ DevelopmentSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Says the US’s Latest Proposal Has ‘Narrowed the Gaps’Iran in Talks With Oman Over Permanent Hormuz Toll SystemModi’s Toffee Gift to Meloni Ign

Taiwan's ASE expects strong demand to boost advanced chip packaging sales in 2026
Reuters98d agoneutral
Taiwan's ASE expects strong demand to boost advanced chip packaging sales in 2026

Taiwan’s ASE Technology Holding, the world’s largest chip packaging and testing provider, ‌said on Wednesday it expected revenue from its leading‑edge ‌advanced packaging business to rise 10% to more than $3.5 billion in 2026, ​as the company sees strong customer demand for AI chips. • The holding company's subsidiary Siliconware Precision Industries (SPIL) is a major packaging supplier ​for Nvidia's ​AI chips. • ASE's shares have risen 95% so far this year, far outperforming a 36% rise in the broader market.

ASE Technology Q1 Earnings Call Highlights
MarketBeat98d agoneutral
ASE Technology Q1 Earnings Call Highlights

ASE Technology (NYSE:ASX) reported first-quarter 2026 results that management said demonstrated resilience despite typical seasonality in electronics manufacturing services (EMS). Kenneth Hsiang, head of investor relations at ASE Technology Holding, said demand for the company’s assembly, testing an