Dan Nystedt(@dnystedt):ASE, the chip packaging & testing giant 3rd quarter highlights, media report: -Raised capex to US$11.5 billion from $10.5 billion; 2027 to be even higher -Forecast 4th quarter revenue +6%-8% from the 3rd -Raised 2026 advanced packaging revenue forecast to US$4 billion from $3.7B revenue, sees figure doubling in 2027. -CPO revenue to top US$500 million in 2027 $ASX #semiconductors

Dan Nystedt

@dnystedt

Former journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.

가입 June 2009

1.2K 팔로잉 중 56.3K 팬

Dan Nystedt@dnystedt

2026.10.30 00:23

ASE, the chip packaging & testing giant 3rd quarter highlights, media report: -Raised capex to US$11.5 billion from $10.5 billion; 2027 to be even higher -Forecast 4th quarter revenue +6%-8% from the 3rd -Raised 2026 advanced packaging revenue forecast to US$4 billion from $3.7B revenue, sees figure doubling in 2027. -CPO revenue to top US$500 million in 2027 $ASX #semiconductors#