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ase
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$ASE SEMICONDUCTOR PACKAGING DEMAND HITS RECORD CAPACITY UTILIZATION 🔥
Operating at nearly full capacity, both leading and mid-sized assembly factories are running flat out. Industry reports confirm ASE Technology has raised packaging prices by over 20% for advanced nodes like CoWoS and FoCoS, with top-tier American customers included.
Annual capital expenditure has surged from $2 billion to $8.5 billion in just three years — a direct reflection of structural supply tightness versus surging AI-driven demand. This pricing momentum typically cascades across the supply chain within quarters.
Is the market pricing in further follow-on hikes from other packaging leaders?
Not financial advice. Always manage your risk.
#ASE #Semiconductor #SupplyDemand #AdvancedPackaging #PriceHike
💎
Operating at nearly full capacity, both leading and mid-sized assembly factories are running flat out. Industry reports confirm ASE Technology has raised packaging prices by over 20% for advanced nodes like CoWoS and FoCoS, with top-tier American customers included.
Annual capital expenditure has surged from $2 billion to $8.5 billion in just three years — a direct reflection of structural supply tightness versus surging AI-driven demand. This pricing momentum typically cascades across the supply chain within quarters.
Is the market pricing in further follow-on hikes from other packaging leaders?
Not financial advice. Always manage your risk.
#ASE #Semiconductor #SupplyDemand #AdvancedPackaging #PriceHike
💎
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