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]

公众号记得加星标⭐️，第一时间看推送不会错过。 随着人工智能（AI）半导体需求强度远超市场预期，全球封测龙头日月光投控正迎接前所未有的成长 契机。大摩(摩根士丹利，Morgan Stanley）在最新的研究报告中，将日月光投控的投资评等重申为 「买进」，并将目标价从新台币228 元大幅上调至308 元。此一调整，反映了分析师对其2026 年至 2027 年获利成长的强劲信心，特别是看好其在先进封装领域的领先地位及定价权的提升。 报告指出，由于AI 半导体需求极为强劲，加上日月光的产能已趋近极限，预计该公司将在2026 年调 涨后段晶圆代工服务价格，涨幅预期落在5% 至20% 之间，高于原先预期的5-10%。这波涨价主要导 因于半导体通膨压力，日月光已决定将包含基板、贵金属及电费在内的增加成本转嫁给客户。同时， 公司将优先向毛利率较高的AI 客户供货，以优化产品组合。 报告表示，大中华区外包封测（OSAT）的产能利用率（UTR）在2025 年已持续复苏，预计2026 年 将进一步成长。日月光2025 年第三季的产能利用率已达90%，在实务上什至已接近满载，这使其在 2026 年的价格谈判中拥有极强的议价筹码。 ...