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DigiTimes
ASE lifts 2026 capex to record US$10.5 billion, expects LEAP revenue to double in 2027
ASE Technology Holding has announced a significant increase in its 2026 capital expenditure, now set at US$10.5 billion compared to the previous US$8.5 billion. This decision comes in response to robust demand for advanced packaging and testing services fueled by AI technology. Furthermore, ASE expects its LEAP revenue to double by 2027, indicating strong growth and potential market expansion in the coming years.
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Published 31 Jul 2026, 08:20 UTC1 min read
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Summary
TL;DR
- ASE raises 2026 capex to a record US$10.5 billion
- Previous capex was US$8.5 billion
- Increased spending driven by AI-related demand
- LEAP revenue projected to double by 2027
- Competitors face challenges in advanced packaging technology
Interesting facts
- This is ASE's second increase in capex this year.
- AI's influence continues to drive spending in tech sectors.
Coverage gaps
- Details on specific AI applications driving the demand.