SF Jun 24, 2026 · 9:10 AM

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ASE Technology raises its 2026 capex to $8.5 billion as AI chip packaging demand overwhelms supply

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ASE Technology raises its 2026 capex to $8.5 billion as AI chip packaging demand overwhelms supply

ASE Technology, the world's largest chip packaging company, has raised its 2026 capex target to $8.5 billion as demand for AI chip packaging continues to overwhelm supply. With LEAP revenue projected to grow 118% year on year and co-packaged optics entering mass production, ASE is emerging as the most consequential chokepoint in the AI semiconductor supply chain.

Ron Patel

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