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According to accounts of ASE's third-quarter earnings call, ASE, a Taiwanese chip packaging and testing company, raised its 2026 capital spending from US$10.5 billion to US$11.5 billion and its advanced packaging revenue forecast from US$3.7 billion to US$4 billion, and expects that revenue to double in 2027.

ASE also said on the October 29 call that fourth-quarter revenue should be 6% to 8% above the third quarter, and that co-packaged optics revenue will exceed US$500 million in 2027. The doubling and the co-packaged optics figures are ASE's forecasts, relayed by a reporter. Co-packaged optics puts the optical transceivers in the same package as the switch chip, doing away with separate optical modules (Dan Nystedt on X, 2026-10-29). How we checked →

Concept illustration: under a sign lettered ASE with a teal and orange angular mark, a large framed screen shows a grey factory with a chimney and a big red sack lettered CAPEX with coins showing at its open top, and a worker in a cap and grey uniform is placing a smaller red sack, also showing coins, on top of it. On the right, a presenter in black stands behind a lectern and gestures toward the screen, and dark silhouettes of audience members' heads fill the foreground.

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This item ran in the brief of Oct 30, 2026, alongside 13 other items. How we checked it, the quote checks and what was still missing that day are on that issue's How we checked page.

Cite this item

SecondSource (2026). "According to accounts of ASE's third-quarter earnings call, ASE, a Taiwanese chip packaging and testing company, raised its 2026 capital spending from US$10.5 billion to US$11.5 billion and its advanced packaging revenue forecast from US$3.7 billion to US$4 billion, and expects that revenue to double in 2027.." https://secondsource.io/en/news/2026-10-30-7/. Accessed access date.