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ASE Technology SUPPLY CHAIN TRACE

OSAT / PACKAGING🇹🇼 Taiwan · ASX · NYSE | 3711 · TWSE

ASE Technology Holding (NYSE: ASX) is the world's largest outsourced semiconductor assembly and test (OSAT) company, packaging AI chip dies from TSMC and Samsung into shippable modules for NVIDIA, AMD, Apple, and Qualcomm. Its advanced flip-chip and fan-out packaging processes are a critical post-fab chokepoint between wafer fabrication and finished accelerator cards.

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Antimony (CN)

Dominant antimony producer for PCB substrate flame retardants and III-V semiconductor compounds

Chokepoint🇨🇳
RAW MATERIALSsupplies antimony compounds for packaging substrates to

TSMC

World's largest contract chip manufacturer

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FOUNDRIESships bare dies to OSAT for standard packaging

Samsung Foundry

Second-largest advanced foundry, competing at 3nm

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FOUNDRIESships bare dies to OSAT for packaging

↓ all supply to ASE Technology ↓

ASE Technology

World's largest OSAT; packages AI chip dies from TSMC and Samsung for NVIDIA, AMD, Apple, and Qualcomm

UPSTREAM — SUPPLIERS ↑ · DOWNSTREAM — CUSTOMERS ↓
~30% global OSAT revenue
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↓ ASE Technology supplies to ↓

NVIDIA

Dominant AI GPU designer (H100, H200, B200)

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CHIP DESIGNERSprovides packaged GPU modules to

AMD

AI GPU designer challenging NVIDIA with MI300X

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CHIP DESIGNERSprovides packaged GPU modules to

Broadcom

Custom ASIC and networking chip designer for hyperscalers

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CHIP DESIGNERSprovides packaged ASIC modules to

Qualcomm

Leading mobile SoC and edge AI chip designer (Snapdragon X Elite, Cloud AI 100 inferencing)

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CHIP DESIGNERSprovides packaged SoC modules to

MediaTek

World's #1 mobile SoC designer by volume; Dimensity AI chips compete with Qualcomm/Apple for TSMC advanced node capacity

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CHIP DESIGNERSprovides packaged SoC modules to

Apple

Designs Apple Silicon (M-series, A-series) — TSMC's single largest customer by wafer revenue

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EDGE DEVICESprovides packaged Apple Silicon modules to

Intel

Designs Gaudi 3 AI accelerators and Xeon AI CPUs; TSMC-fabbed at advanced nodes for AI workloads

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CHIP DESIGNERSprovides packaged chip modules to

DOWNSTREAM — CUSTOMERS

About this company

QWhat is ASE Technology's role in the AI chip supply chain?

World's largest OSAT; packages AI chip dies from TSMC and Samsung for NVIDIA, AMD, Apple, and Qualcomm

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