Dan Nystedt(@dnystedt):Taiwan’s ‘Big 5’ chip packaging and testing firms (OSATs) will spend over NT$460 billion (US$14.4B) this year on capex in a bid to catch up with AI-related demand, media report. Industry giant ASE said its biggest problem now is how to accelerate construction, equipment installation, and capacity rollout at 13 new projects and 8 renovations: ASE: NT$335 billion (US$10.5B) Powertech: NT$50 billion KYEC: NT$50 billion Sigurd Group: NT$20 billion ChipMOS: NT$7.2 billion in the 1st half. More coming $ASML $AMAT $TER $CAMT $NVMI #BESI #Advantest

Dan Nystedt

@dnystedt

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

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Dan Nystedt@dnystedt

2026.08.23 14:22

Taiwan’s ‘Big 5’ chip packaging and testing firms (OSATs) will spend over NT$460 billion (US$14.4B) this year on capex in a bid to catch up with AI-related demand, media report. Industry giant ASE said its biggest problem now is how to accelerate construction, equipment installation, and capacity rollout at 13 new projects and 8 renovations: ASE: NT$335 billion (US$10.5B) Powertech: NT$50 billion KYEC: NT$50 billion Sigurd Group: NT$20 billion ChipMOS: NT$7.2 billion in the 1st half. More coming $ASML $AMAT $TER $CAMT $NVMI #BESI# #Advantest#