ASE raises 2026 LEAP revenue forecast above $4 billion
ASE Technology Holding raised its 2026 LEAP revenue forecast from $3.7 billion to more than $4 billion, citing higher advanced-packaging demand and new CPO projects. It maintained its outlook for LEAP revenue to double in 2027. The company forecasts CoWoS full-process revenue of $300 million in 2026 and more than $1 billion in 2027, while CPO entered mass production in the fourth quarter of 2026. ASE also increased its 2026 capital-expenditure budget by $1 billion to $11.5 billion, split roughly evenly between factory construction and equipment. These figures are company forecasts, and factory-space constraints are expected to limit delivery capacity.
The revised forecast and capital budget show ASE planning for higher advanced-packaging revenue and expanded capacity. The report also says demand is expected to exceed deliverable capacity because of factory-space constraints, making capacity expansion a key operational consideration.
半導體封測龍頭日月光投控表示，受惠於 LEAP（先進封裝相關業務） 快速提升、CoWoS 全流程需求殷切，以 CPO （共同封裝光學） 新專案加入，公司上調 2026 年 LEAP 營收預測至超過 40 億美元，並重申 2027 年 LEAP 營收將翻倍成長。此外，因應龐大的市場需求與產能擴建，日月光投控 2026 年資本支出進一步上修至 115 億美元，預期 2027 年資本支出將高於 2026 年，毛利率則將以 30% 為新基準逐季提升。