Question · Q4 2025
Alan Patterson asked for clarification on ASE's acquisition of clean room space from partners, specifically whether this is a new development for ASE in advanced packaging like 2.5D and 3D, given TSMC's prominence in this area. He also inquired if photonics is a new area for ASE and which specific flavors of photonics the company sees with greater potential.
Answer
Dr. Tien Wu, COO, clarified that ASE is acquiring factories with clean rooms from 'partners' (not exclusively foundries) and confirmed that 2.5D/3D advanced packaging is not new for the company. Regarding photonics, Dr. Wu described it as a new technology representing a paradigm shift, and ASE's role is to develop comprehensive toolboxes for designers across various segments (high-end, mid-range, low-end) and configurations (chip-to-chip, chip-to-package, package-to-package) without taking sides on specific alternatives.
Ask follow-up questions
Fintool can predict
ASX's earnings beat/miss a week before the call