ASE, the packaging powerhouse, revised its capex for 3rd time this year to $11.5B. 2027 capex to be more vs 2026. ASE capex > all non-China mature foundries. Also raised its leading-edge advanced packaging guidance for 2026 by 6% and expects to double in 2027.

ASE Showcases 18 Packaging Research Projects with Three Taiwanese Universities ASE ($ASX) presented joint research results on October 16 with National Cheng Kung, National Sun Yat-sen and National Chung Cheng universities. The projects cover thermal management, warpage control, materials analysis, process improvements and AI-assisted design automation. ASE said rising AI and high-performance computing demand is driving investment in both advanced packaging capacity and engineering capabilities. The collaboration uses tools including digital twins and fluid simulation to accelerate process validation and bring research into production applications. Source:

ASE Technology Holding’s chip assembly, testing and materials business generated NT$151.5 billion in Q3 revenue, up 20.1% from Q2 and 51.0% year over year, according to its Oct. 12 sales release. The business accounted for about 62% of group revenue. Total revenue rose 27.8% from Q2 and 44.8% year over year to NT$244.2 billion. The figures are unaudited. The release does not break out advanced-packaging revenue or disclose Q3 margins, so it does not show how much advanced packaging contributed to growth or how that growth translated into profit.