ASE Modern Technology Holding Co., Ltd. ( ASX) Strategic Update Telephone Call
December 2, 2025 8:00 PM EST
Business Individuals
Yin Chang
Kenneth Hsiang – Head of Financier Relations & & Elder VP
Teleconference Individuals
Sunny Lin – UBS Financial Investment Financial Institution, Study Department
Discussion
Bright Lin
UBS Financial Investment Financial Institution, Study Department
Greetings, great night. Thanks all for participating in the teleconference with ASE. I’m Bright Lin, covering Greater China [ Semis ] at UBS. It’s my excellent honor to host Mr. Yin Chang, Exec VP of ASE offer for sale and Advertising and marketing. He will certainly be showing us exactly how sophisticated product packaging developments are developing to sustain cloud AI modern technologies. ASE’s IR group, Ken Hsiang, Iris Wu, Chiayi Liao will certainly likewise get on the line also to take concerns with Yin towards completion of the occasion. Via the session, if you have any type of concerns, please do not hesitate to e-mail me the concerns at sunny.lin@ubs.com.
So keeping that, allow me turn over to you, Ying, for the discussion.
Yin Chang
Thanks, Sunny. Greetings, every person. Thanks for this possibility to share ASE’s sight on sophisticated product packaging and exactly how we are driving AI ahead. So following web page. I believe this is truly considered that AI is truly right here. AI application is transforming exactly how we check out healthcare, telecommunication, retail, monetary solutions. And this will significantly boost our AI economic situation from $189 billion in 2023 to over $4.8 trillion in 2033. This is remarkable 25-fold rises. And this is produced by all the information that we are– as a customer created for AI to eat, find out and afterwards reasoning for all our future AI application. Next off.
If you check out exactly how AI is investing, all of us understand that the AI costs is taking off. In Q2 of 2025, we struck a