ASE, the chip packaging giant, raised its 2026 capex to an estimated US$10.5 billion from $8.5 billion amid strong demand for advanced and general packaging, its 2nd capex increase so far this year, media report, adding the figure is based on analyst estimates. It would be the biggest spend in ASE’s history. Capex spending is expected to be split evenly between plants and equipment. Note that ASE sees glass substrates and silicon photonics as keys to overcoming hardware bottlenecks, so will likely figure into the capex spend.
ASE also bought more plants in Taiwan, one from display panel maker AUO (NT$6.3B) and land, buildings from popular snack food maker Kuai Kuai (乖乖 NT$5.67B). (Note: Retrofitting old electronics plants can move far faster than building anew due to the cleanroom. Not sure about buildings from the snack food maker, but bags of its chips are famously placed by servers to make sure they ‘behave’ and don’t malfunction. Maybe the factory will, too?) $Advanced Semiconductor Engineering(ASX.US)Source: Dan Nystedt
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