日月光投控斥资28亿扩产 旗下矽品购入联合再生竹南厂房

Group 1 - The core point of the news is that ASE Technology Holding Co., Ltd. (日月光投控) is expanding its production capacity by acquiring a solar factory from United Renewable Energy for NT$28.01 billion, driven by strong demand for advanced packaging in the semiconductor industry due to the AI boom [1] - ASE's subsidiary, Siliconware Precision Industries Co., Ltd. (矽品), is actively expanding its facilities to meet the increasing demand for advanced packaging driven by AI chips, including the acquisition of a factory in Zhunan [1] - The total area of the acquired factory is approximately 41,030.55 square meters, and the transaction is expected to generate a profit of NT$21 billion for United Renewable Energy [1] Group 2 - ASE is expected to see its advanced packaging revenue reach US$4 billion (over NT$120 billion) this year, as it focuses on complex CoWoS processes and wafer testing for NVIDIA [1] - The advanced packaging capacity of ASE is projected to double by 2026, as it takes on orders overflow from TSMC, which is experiencing tight capacity for CoWoS [2] - ASE's proprietary 2.5D packaging technology (FoCOS) has successfully entered key projects, including AMD's Venice server CPU and NVIDIA's Vera server CPU, highlighting its critical role in AI chip performance [2] Group 3 - The semiconductor industry is expected to invest NT$313 billion in self-use factory purchases by 2025, with major companies like Micron and ASE actively acquiring properties in science parks [3] - ASE's acquisition of a factory in the Nanke Kaohsiung Science Park for NT$65 billion reflects the trend of technology companies prioritizing science park locations for expansion [3]