NuAxiSemiconductor trade intelligence
[News] ASE Reportedly Raises Advanced Packaging Quotes by More Than 20% in Latest AI-Driven Price Hike
What happened
ASE Technology Holding Company reportedly raised advanced packaging quotes by over 20% to cover raw material costs and AI-driven investments. The hike affects CoWoS and FoCoS technologies, primarily impacting U.S. customers amid TSMC's constrained CoWoS capacity. Bullish signal indicating sustained supply tightness and price pressure in the OSAT sector driven by AI demand.
Impact and signal
High impactImpact score: 96/100
Affected components and suppliers
Advanced PackagingCoWoSFoCoS
ASE Technology Holding CompanySPIL
price-hikeAICoWoScapacity-constrained
Source and time
Source: TrendForce · 6/30/2026 · View original source
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