ASE, the chip packaging & testing giant, has spent NT$62.08 billion (US$1.96B) on production line equipment so far in June alone to meet booming demand, media report, with the biggest spend by subsidiary SPIL, NT$59.42 billion. Nvidia is a key client of SPIL's.
During its 1st quarter call, ASE raised its 2026 capex forecast to US$8.5 billion from $7 billion previously, and said it expects advanced packaging revenue to top $3.5 billion this year.The article only names 3 equipment vendors specifically, Camtek (Israel), ASMPT (Hong Kong), Semtek Corp. (Taiwan). $NVIDIA(NVDA.US) $Advanced Semiconductor Engineering(ASX.US) $Camtek(CAMT.US) #ASMPT $0522.HK #SemtekSource: Dan Nystedt
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