ASE’s advanced semiconductor packaging & testing revenue will double this year amid severe capacity shortages due to AI-related orders, and its US$8.5 billion capex forecast for 2026 “will likely need to be revised up again,” said COO Tien Wu, media report, adding ASE is evaluating price hikes. ASE now has 15 plants under construction, and plans to build 2 more in the US, adding to the 2 already there. 1/2 $Advanced Semiconductor Engineering(ASX.US) $Amkor Tech(AMKR.US) #semiconductors
Source: Dan Nystedt
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