TSMC will outsource more advanced semiconductor packaging and testing work in 2026 as orders for CoWoS and advanced 3nm and below processes are fully book, media report. ASE, KYEC and Powertech are seen as benefiting. ASE and KYEC have order visibility through end-2026 and are building new plants to meet demand. Rumors say KYEC may build in Singapore. $Taiwan Semiconductor(TSM.US) $Advanced Semiconductor Engineering(ASX.US) $Amkor Tech(AMKR.US) #Singapore #semiconductors
Source: Dan Nystedt
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