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ASE Technology to Invest NT$334 Million in Machvision Inspection Equipment for Capacity Expansion

Electronic Technology · Semiconductors · cnyes · 2026-09-11

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ASE Technology has announced a NT$334 million procurement deal with affiliate Machvision to bolster its advanced packaging capacity amid surging AI demand.

What Happened

Equipment Procurement: ASE Technology announced that its subsidiary, ASE Semiconductor, will purchase automated optical inspection (AOI) and automated visual inspection (AVI) equipment from its affiliate, Machvision. The transaction, valued at NT$334 million, was approved by the board and follows standard procurement procedures to ensure competitive pricing.

Supply Chain Resilience: The company stated that partnering with Machvision leverages the supplier's technical expertise and robust after-sales support. This strategic move is designed to stabilize equipment supply and mitigate potential risks within the semiconductor manufacturing supply chain.

Advanced Packaging Expansion: Driven by strong demand from AI chipmakers and cloud service providers, ASE has seen a significant influx of orders, including overflow from TSMC. Consequently, the group's capital expenditure for this year has surpassed the US$10 billion milestone, reaching US$10.5 billion.

Future Outlook: ASE expects its capital expenditure to remain at elevated levels throughout the coming year. This sustained investment reflects the company's commitment to scaling its advanced packaging capabilities to capitalize on the ongoing AI industry super-cycle.

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