Taiwan Plus One
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ASE Technology Q4 Earnings Call Highlights
Yahoo Finance· 2026-02-05 09:06
On “Taiwan Plus One,” Wu said ASE is expanding its footprint outside Taiwan—particularly in Penang—to serve customers whose wafers may not be produced in Taiwan, with a focus on automotive and potential future robotics applications. He added that Korea and the Philippines are also part of the footprint strategy, though Penang is expected to be the primary ramp region outside Taiwan.Wu said the company expects the “mainstream” businesses—IoT, automotive, and general industrial—to recover better in 2026 than ...