Reported 8 months ago
Advanced packaging has become a prominent factor in the semiconductor industry, enabling the industry to surpass the limits of Moore's Law. Stocks of three major packaging companies - ASE Technology Holding, King Yuan Electronics, and Siliconware Precision Industries - surged, with market analysts optimistic about their significant operational recovery in the latter half of the year and increased growth momentum in 2025 due to AI demand. As the global semiconductor industry emerges from inventory adjustments, companies like TSMC focus on advanced production processes, while packaging and testing companies including ASE, KYEC, and SPIL are well-positioned with early and advantageous layouts in advanced packaging. Market experts anticipate improved operations for these companies as the year progresses.
Source: YAHOO