Taiwan’s Backend Capacity Stretched by ASE Amid AI and Automotive Boom

ASE Holdings experienced impressive growth in advanced packaging and testing during the first half of 2025, driven by the surging demand for AI-focused high-performance computing (HPC) chips. This growth highlights the increasing importance of AI technology in the industry. Nonetheless, the company faced a challenge as the strong New Taiwan Dollar impacted its profitability in the second quarter. The delicate balance between seizing opportunities in cutting-edge technology and managing currency fluctuations is something ASE continues to navigate.