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ASE Technology Calls for Semiconductor Material Alliance to Secure Taiwan's Global Lead
Electronic Technology · Semiconductors · cnyes · 2026-08-21
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ASE Technology executive Huang Yi-tsung advocates for a semiconductor material alliance to build a 'high wall' of resilience, ensuring Taiwan remains central to the global supply chain for the next two decades.
What Happened
Strategic Opportunity: ASE Technology executive Huang Yi-tsung stated that the AI boom provides a rare window for Taiwan to solidify its semiconductor dominance. By strengthening the local supply chain—from materials to packaging—Taiwan can reinforce its position as an irreplaceable node in the global tech ecosystem.
Supply Chain Resilience: Huang emphasized that past disruptions highlight the necessity of local resilience, especially as AI accelerates product development cycles. ASE is committed to collaborating with material suppliers to share market insights and help them align with future demand, thereby reducing dependency on distant, vulnerable sources.
Building a Competitive Moat: The concept of a 'high wall' refers to building a competitive advantage through technical expertise, a complete ecosystem, and cost efficiency rather than protectionism. He urged suppliers to invest in local capacity now, while demand is high, to ensure long-term sustainability.
Advanced Packaging Focus: As AI chips and advanced packaging become more complex and valuable, material quality and reliability have become critical. Huang encouraged deeper partnerships between international and local firms to share resources and accelerate innovation, ensuring Taiwan remains the preferred hub for high-end semiconductor manufacturing.