Taiwan OSATs Add Overseas Capacity as AI Packaging Demand Rises

Taiwan's OSAT sector is accelerating overseas expansion as AI demand increases the need for packaging and testing capacity. DigiTimes identifies ASE, SPIL, KYEC, Greatek, and Tong Hsing among the companies building resilience outside their home market and China. For memory markets, the read-through is strongest around HBM. AI accelerator output depends on packaging, test, and integration capacity, not just DRAM wafer availability. More geographically distributed OSAT capacity can reduce execution risk for AI hardware supply chains, while also signaling that demand for advanced packages remains strong.