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Taiwan chip packaging firms Winstek Semi and Sigurd Micro both forecast strong 2027 sales due to AI-related demand, and Winstek more than doubled 2026 capex, media report, citing executives at a quarterly conference on Monday. Sigurd executives said 2026 capex could be increased soon.

Winstek: NT$13.427 billion vs NT$5.648 billion previously

Sigurd: NT$8.8 billion unchanged #semiconductors

Source: Dan Nystedt

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