Core Viewpoint - The article discusses the groundbreaking ceremony for ASE Technology Holding's third park in Nanzih, which has a total investment of NT$ 17.8 billion, focusing on "smart operations" and "advanced packaging testing" to meet the growing demand driven by AI, high-speed computing, and high-speed communication applications [2]. Group 1: Investment and Development Plans - The third park is expected to start construction in 2026 and be completed by the second quarter of 2028, creating approximately 1,470 job opportunities, with an estimated annual output value of NT$ 4.63 billion per hectare upon completion [2]. - The park will integrate smart, digital, and sustainable building concepts, enhancing supply chain efficiency and advanced packaging testing capabilities [3]. Group 2: Infrastructure and Technology - The development includes two buildings: a smart operations center and an advanced process testing building, designed with ecological, energy-saving, health, and waste reduction principles [3]. - The smart operations center will feature an automated warehouse for material handling, inventory management, and production distribution, improving operational efficiency and supply chain resilience [3]. Group 3: Market Demand and Product Testing - The third park will support various types of packaging and module product testing, including socket products, BGA products, high-frequency modules, and power management modules [4]. - As AI chips and high-speed interconnect applications increase product complexity, testing technologies are evolving towards high frequency, high power, and high parallelism to support more complex advanced packaging types [4]. Group 4: Acquisition and Expansion Strategy - ASE Technology is reportedly in discussions to acquire two factories from Innolux in Tainan, indicating a strategic move to expand its production capacity in response to the urgent demand for semiconductor testing [5][6]. - The semiconductor industry is experiencing a strong demand for testing capacity, prompting ASE Technology to consider significant investments in existing facilities to expedite its expansion plans [6].
封测大厂,斥巨资扩产
半导体行业观察·2026-03-12 01:39