ASE raised its 2026 advanced packaging revenue guidance to over US$3.5 billion from $3.2 billion previously, at its 1st quarter conference.
Capex was raised to US$8.5 billion from $7 billion previously. Of the new amount, $900M is for plant/property and $600M for equipment. $Advanced Semiconductor Engineering(ASX.US) #semiconductorsSource: Dan Nystedt
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