Packaging and testing factory ASE Investment Holdings announced this afternoon that its combined revenue in October was NT$60.231 billion, a slight monthly decrease of 0.5%, and an increase of 6.7% over the same period in 2024. It was the second highest in a single month since November 2022. The investment control's packaging, testing and materials revenue in October was NT$36.039 billion, a monthly increase of 3%, a significant increase over the same period last year. 22.9%.
ASE Investment Holdings’ consolidated revenue in the first ten months of this year was 527.703 billion yuan, an increase of 7.79% over the same period last year. Looking forward to fourth-quarter operations, ASE Investment Holdings previously estimated that consolidated revenue in the fourth quarter is expected to increase by 1% to 2%, and the packaging and testing business is expected to increase by 3% to 5%.
Looking at the performance of advanced packaging and testing, ASE Investment Controls predicts that the US dollar-denominated performance of the packaging and testing business will increase significantly by more than 20% this year. This year's advanced packaging and testing revenue will reach the target of US$1.6 billion. This year's testing performance will grow twice as much as packaging performance. In 2026, advanced packaging revenue will increase by another US$1 billion.
ASE Investment Control pointed out that in addition to TSMC CoWoS advanced packaging, there are promising business opportunities in other advanced packaging technologies. ASE Investment Control has been working hard on fan-out substrate chip packaging (FOCoS) for a long time and continues to negotiate with many customers. Starting from the second half of next year, it will make significant performance contributions.