According to the report of Toray Industry Research Center, in the field of professional foundry, ASE and silicon products ranked the top 5 and top 4 in the world, respectively, and the market had been optimistic about the future demand of AI and HPC Under the opportunity to become one of the biggest beneficiaries.
Now, with the merger of the two companies in an industry holding company, the last step is the conditional passage of the Ministry of Commerce of the People's Republic of China, although the two companies will still operate independently within two years after the joint-stock industrial holding company, It is considered that not only will OEMs (IDMs) and memory factory orders continue to be secured despite the positive consolidation in the semi-physical industry, but also artificial intelligence and HPC orders can be obtained through the development of wafer-level packaging energy And establish an ecological chain.
On the 24th, after Ministry of Commerce of the PRC Ministry of Justice approved the merger of ASIMCO Silicon and the two companies in the industry holding company, Silicon One of the main characters also announced at the same time that it announced the sale of 30% of the amount of 1.026 billion yuan (about NT 46.45 Billion) silicon plant in Suzhou plant shares given to the recent development of China's semiconductor industry is extremely active Ziguang Group .Although the sale of a 30% stake, but the silicon products that are still dominated by silicon products in Suzhou plant.However, a few days ago There came out high-end packaging company in Shanghai Ziguang Group look at the packaging technology, hoping to plug the banner of the news.Therefore, the 30% stake in silicon products sold to the Group of practices, so that the industry is hot, the Chinese through the silicon The decision of the group company whether there is a condition exchange under the table.
However, according to the announcement of the silicon product, Suzhou subsidiary invested 100% of its shareholding in 2000 with a capital of US $ 159 million and a 15-hectare lease and has invested in 3 IC packaging and testing plants, while Spreadtrum Communications, a subsidiary of Ziguang Group, Ruidi Ke is a major customer, the two partners have long-term relationship after the sale of silicon products will still retain the dominant subsidiary of Suzhou, Ziguang Group will hold one seat after the shares.
Silicon products stressed that the acquisition of shares of the sale of equity-related trading funds will be back to invest in Taiwan to expand advanced packaging technology.And the industry said, and regardless of whether there is a conditional exchange, in terms of strengthening the cooperation with violet by silicon level from the point of view, for silicon Product development, even after the Japanese joint-stock industry holding company, are bound to have some help.
As for the ASE segment, due to being the world's largest professional IC packaging and testing foundry leader, the current artificial intelligence, HPC and other needs continue to expand, is currently actively expanding production capacity.According to the domestic print media, "Business Times" reported , A total investment of more than 1 billion US dollars Kusakabe Nanzi second Park plant, is expected to put into operation in 2018, will be used to build wafer-level packaging, artificial intelligence and HPC wafer and other advanced packaging and testing capacity.Other including in Shanghai , Suzhou, Kunshan, Weihai and other factories in Shandong, will continue to invest to establish the world's largest wire frame sealing test points in order to win the German instrument, NXP, Infineon and other factories more integrated components outsourcing outsourcing Order.
As for TSMC, one of the most important customers of ASE, as the 7nm process is about to enter mass production in 2018, and the more advanced 7nm + process using EUV technology is also expected to start trial production by the end of 2018 and put into operation in 2019 According to TSMC, more than half of the 50 design proposals before the end of 2018 are in the field of artificial intelligence and HPC. Although ASE and silicon products are still fighting for orders, the ASE will still be able to obtain multiple International chip maker orders for the opportunity to enhance the overall operation will be significantly help.