ASE raises 2026 capex to a record $10.5B and lifts 2027 advanced-packaging revenue target to $7.5B

ASE Technology/Leading-edge advanced packaging (VIPack)

ASE raised its 2026 capital spending again, from $8.5B to $10.5B, and lifted its 2027 leading-edge packaging revenue target from $5.5B to at least $7.5B, about double this year. Its square-panel line is due in mass production in the first quarter of 2027.

• Capex $10.5B: about $4B for plants, $6.5B for equipment.
• 2027 leading-edge revenue target raised to at least $7.5B.
• 13 new plant projects and 8 expansions under way.
• Co-packaged optics deployment could start by end-2026; glass substrates not within 12 months.