NuAxiSemiconductor trade intelligence

Taiwan OSAT firms log double-digit annual growth despite slow season

What happened

Taiwanese OSAT firms report double-digit annual growth driven by simultaneous demand from AI, HPC, memory, networking, and smartphones. This has lifted utilization rates, potentially defying seasonal slowdowns in Q1 2026. Bullish: Sustained high demand for packaging services signals tight capacity and potential pricing power for OSATs.

Impact and signal

Medium impactImpact score: 30/100

Affected components and suppliers

HPCMemoryNetworkingSmartphone SoC

ASE Technology HoldingPowertech TechnologyChipbond TechnologyChipMOS Technologies

capacity-utilizationdemand-surgeAI

Source and time

Source: DigiTimes Asia · 3/16/2026 · View original source

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Taiwan OSAT firms log double-digit annual growth despite slow season

What happened

Impact and signal

Affected components and suppliers

Source and time

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