ASE Forecasts 3.5 Billion Dollars in 2026 Packaging Sales

ASE Technology raised its 2026 advanced packaging revenue forecast to over 3.5 billion dollars. Strong AI chip demand helped nearly double first quarter profit.

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ASE TECHNOLOGY HOLDING CO LT expects advanced packaging revenue to rise 10% to over $3.5 billion in 2026. The forecast exceeds a February estimate of $3.2 billion as AI chip demand accelerates in Taiwan. Investors view the expansion as a proxy for the AI hardware boom led by NVIDIA CORP.

### Expanding Capacity for AI Demand ASE raised its capital expenditures for the year by $1.5 billion to support infrastructure and machinery for high-end services. The allocation includes $900 million for buildings and $600 million for equipment to meet orders through 2027.