# Ase

> Markdown twin of https://roboterminal.app/companies/ase · https://roboterminal.app/companies/ase.md

## On shared sources

- [AMD](https://roboterminal.app/companies/amd) (2)
- [Amkor](https://roboterminal.app/companies/amkor) (2)
- [TSMC](https://roboterminal.app/companies/tsmc) (2)
- [UMC](https://roboterminal.app/companies/umc) (2)
- [CXMT](https://roboterminal.app/companies/cxmt) (1)
- [Intel](https://roboterminal.app/companies/intel) (1)
- [Morgan Stanley](https://roboterminal.app/companies/morgan-stanley) (1)
- [Nanya](https://roboterminal.app/companies/nanya) (1)
- [SK Hynix](https://roboterminal.app/companies/sk-hynix) (1)
- [SMIC](https://roboterminal.app/companies/smic) (1)

## Pulse

- [@pstAsiatech on X](https://x.com/pstAsiatech/status/2112972706975011307)
  This.... https://t.co/LIhjmesDvo
- [@pequityresearch on X](https://x.com/pequityresearch/status/2109300490370494888)
  Morgan Stanley: our channel checks suggest that AMD's Venice CPU could go for full CoWoS-like packaging at ASE Group. $ASX $AMD
- [@ParadisLabs on X](https://x.com/ParadisLabs/status/2100897686702440944)
  AMD, TSMC and OSAT Channel Check: 1. AMD's AI GPU production (MI455/MI450) is expected to remain 100% at TSMC CoWoS in 2027. Production estimates land at a mid-point of 600k units for both SKUs next y…
- [@ricci_nov on X](https://x.com/ricci_nov/status/2098945649995911179)
  TSMC would take CoWoS from 130k wafers/month at end-2026 to 260k by end-2028, per Taiwanese media, expanding Arizona and AP7. Analysts put Intel's EMIB-T at 40k-45k CoWoS-equivalent in 2028; overflow …

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Source: Roboterminal · https://roboterminal.app/companies/ase.md