ASE Technology Holding Co., Ltd. (ASX) Strategic Update Call
December 2, 2025 8:00 PM EST
Company Participants
Yin Chang
Kenneth Hsiang – Head of Investor Relations & Senior VP
Conference Call Participants
Sunny Lin – UBS Investment Bank, Research Division
Presentation
Sunny Lin
UBS Investment Bank, Research Division
Good morning, good evening. Thank you all for attending the conference call with ASE. I’m Sunny Lin, covering Greater China [ Semis ] at UBS. It’s my great honor to host Mr. Yin Chang, Executive VP of ASE for Sales and Marketing. He will be sharing with us how advanced packaging innovations are evolving to support cloud AI technologies. ASE’s IR team, Ken Hsiang, Iris Wu, Chiayi Liao will also be on the line as well to take questions with Yin toward the end of the event. Through the session, if you have any questions, please feel free to e-mail me the questions at [email protected].
So with that, let me hand over to you, Ying, for the presentation.
Yin Chang
Thank you, Sunny. Good morning, everyone. Thank you for this opportunity to share ASE’s view on advanced packaging and how we are driving AI forward. So next page. I think this is really given that AI is really here. AI application is changing how we look at health care, telecommunication, retail, financial services. And this will dramatically increase our AI economy from $189 billion in 2023 to over $4.8 trillion in 2033. This is dramatic 25-fold increases. And this is generated by all the data that we are — as a consumer put together for AI to consume, learn and then inference for all our future AI application. Next.
If you look at how AI is spending, we all know that the AI spending is exploding. In Q2 of 2025, we hit a
