NuAxiSemiconductor trade intelligence
🔥 #CoWoS expansion is accelerating beyond #TSMC. #ASE’s SPIL has broken ground on a nearly TWD 100B plant in Douliu to boost capacity, with first-...
What happened
ASE SPIL breaks ground on a 100 billion TWD plant to boost CoWoS capacity, with first-phase operations scheduled for 2028. This expansion targets the current AI chip packaging bottleneck. Bearish: Future supply increase will alleviate the current CoWoS shortage.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
CoWoS
capacity-expansionai-chipsshortage
Source and time
Source: TrendForce Official (Market Data) · 8/12/2026 · View original source
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