NuAxiSemiconductor trade intelligence

[News] ASE Reportedly to Break Ground on Six New Plants in 2026; CPO Mass Production Expected to Begin This Year

What happened

ASE Group plans to break ground on six new plants globally in 2026, investing over NT$108 billion, while targeting CPO mass production this year. CEO Tien Wu cited AI-driven hardware bottlenecks as the driver for increased capital expenditure, potentially exceeding the initial US$7 billion budget. This aggressive expansion signals a shift toward optical packaging but risks oversupplying the OSAT market.

Impact and signal

Medium impactImpact score: 65/100

Affected components and suppliers

CPOOSAT

ASE Technology HoldingASE Group

capacity_expansioncapexcpomass_production

Source and time

Source: TrendForce · 4/9/2026 · View original source

Open the NuAxi live feed →

Real-time pricing, supply signals and AI analysis for semiconductor traders

🚀 OSAT giant #ASE scales up. Six new plants reportedly set to break ground globally, marking 2026 as its largest build-out yet, while #CPO mass pro...TrendForce Official (Market Data) · 4/10/2026
🚀 Apple lens supplier #Largan is expanding deeper into #CPO, with an automated FA pilot line planned for September and potential revenue contributi...TrendForce Official (Market Data) · 6/9/2026
NVIDIA’s $2 billion investment in Marvell is aimed at reinforcing the NVLink Fusion ecosystem and securing an early leading position in next-generati...TrendForce Official (Market Data) · 4/2/2026
IC design firms race to secure packaging capacityDigiTimes Asia · 6/24/2026
[News] Chip Packaging Experts Flag Heat as AI’s Biggest Bottleneck; AI-Driven Design, CPO and STCO May HelpTrendForce · 8/20/2026
Charts: New capacity is starting to show up in Taiwan's packaging and test revenueDigiTimes Asia · 8/18/2026

[News] ASE Reportedly to Break Ground on Six New Plants in 2026; CPO Mass Production Expected to Begin This Year

What happened

Impact and signal

Affected components and suppliers

Source and time

Related briefings