ASE Expertise Holding Co., Ltd. (ASX) Strategic Replace Name
December 2, 2025 8:00 PM EST
Firm Contributors
Yin Chang
Kenneth Hsiang – Head of Investor Relations & Senior VP
Convention Name Contributors
Sunny Lin – UBS Funding Financial institution, Analysis Division
Presentation
Sunny Lin
UBS Funding Financial institution, Analysis Division
Good morning, good night. Thanks all for attending the convention name with ASE. I am Sunny Lin, protecting Higher China [ Semis ] at UBS. It is my nice honor to host Mr. Yin Chang, Govt VP of ASE for Gross sales and Advertising and marketing. He can be sharing with us how superior packaging improvements are evolving to assist cloud AI applied sciences. ASE’s IR crew, Ken Hsiang, Iris Wu, Chiayi Liao may also be on the road as nicely to take questions with Yin towards the top of the occasion. By the session, you probably have any questions, please be happy to e-mail me the questions at sunny.lin@ubs.com.
So with that, let me hand over to you, Ying, for the presentation.
Yin Chang
Thanks, Sunny. Good morning, everybody. Thanks for this chance to share ASE’s view on superior packaging and the way we’re driving AI ahead. So subsequent web page. I feel that is actually provided that AI is de facto right here. AI utility is altering how we have a look at well being care, telecommunication, retail, monetary companies. And this may dramatically enhance our AI economic system from $189 billion in 2023 to over $4.8 trillion in 2033. That is dramatic 25-fold will increase. And that is generated by all the info that we’re — as a shopper put collectively for AI to eat, study after which inference for all our future AI utility. Subsequent.
Should you have a look at how AI is spending, everyone knows that the AI spending is exploding. In Q2 of 2025, we hit a
