Taiwan OSATs Ordered $11B of Equipment in 9 Months, Topping 2019–2025 Combined
zephyr_z9 · x · 2026-10-08
According to semiconductor commentator ChipsandWafers, Taiwanese OSATs (outsourced assembly and test firms) placed roughly $11B in equipment orders in the first nine months of 2026 — more than 2019–2025 combined — with Q3 alone hitting a record $4.6B. The surge signals an unprecedented buildout of advanced packaging capacity driven by AI compute demand, an underappreciated corner of the supply chain.
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