Taiwan’s ‘Big 5’ chip packaging and testing firms (OSATs) will spend over NT$460 billion (US$14.4B) this year on capex in a bid to catch up with AI-related demand, media report. Industry giant ASE said its biggest problem now is how to accelerate construction, equipment installation, and capacity rollout at 13 new projects and 8 renovations:
ASE: NT$335 billion (US$10.5B)Powertech: NT$50 billionKYEC: NT$50 billionSigurd Group: NT$20 billionChipMOS: NT$7.2 billion in the 1st half. More coming $ASML(ASML.US) $Applied Materials(AMAT.US) $Teradyne(TER.US) $Camtek(CAMT.US) $Nova(NVMI.US) #BESI #AdvantestSource: Dan Nystedt
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