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ASE Technology Holding (NYSE: ASX) hosted its 'Best Suppliers of 2024' awards ceremony, recognizing 17 outstanding suppliers among 450 representatives from over 140 companies. The event marked the first-time inclusion of ESG criteria in supplier selection.
The company is pursuing ambitious environmental goals, including Net Zero 2050 and a 20% energy reduction by 2030. ASE is collaborating with 19 equipment suppliers on energy-efficient designs and acknowledged 8 suppliers for carbon inventory verification.
SEMI's Global CMO Terry Tsao highlighted ASE's role in leading the industry toward advanced technologies and sustainable transformation. The company's leadership emphasized the semiconductor market's projected growth to USD 1 trillion within the next decade, driven by AI demand. They also addressed challenges including net-zero policies, digitalization, regionalization, and geopolitical uncertainties impacting supply chains.
ASE (NYSE: ASX) has unveiled a groundbreaking co-packaged optics (CPO) device that significantly improves energy efficiency for AI applications. The device mounts multiple optical engines directly onto a substrate, achieving power consumption of less than 5pJ/bit and substantial bandwidth improvements.
The innovation addresses critical data center challenges by enhancing latency, data throughput, and scalability. Compared to current faceplate-pluggable solutions at 30pJ/bit and on-board solutions at 20pJ/bit, ASE's CPO scales to less than 5pJ/bit. The technology solves the assembly challenge of multiple optical engines with an ASIC in an integrated package with a large body configuration of >75mm X 75mm.
This development is particularly timely as IDC projects AI silicon in data centers to grow at 24.9% CAGR from 2024 to 2028, while McKinsey forecasts data center capacity demand to rise at 27% CAGR from 2023 to 2030, reaching 298 GigaWatts annually.
ISE Labs, a subsidiary of ASE Technology Holding Company, has acquired land in Tonalá, Guadalajara Metropolitan Area, to establish a new semiconductor packaging and test facility. The project aims to expand ASE's global footprint in North America and is expected to create over 500 jobs in its first operational year. Located in Jalisco, which represents 70% of Mexico's semiconductor market, the facility will focus on semiconductor engineering, design, and manufacturing scale-up. The state government will facilitate partnerships with educational institutions and chambers of commerce to ensure recruitment of specialized talent.
ASE (NYSE: ASX) has won a Gold Award at the 2024 PwC Sustainability Impact Awards for its marine conservation film, 'Guardians of the Sea'. The film showcases ASE's marine conservation initiatives, which include partnering with dive shops across Taiwan to conduct ocean cleanups. Since 2021, the program has trained over 150 divers, organized 140+ cleanups with 1,700 participants, restored 540 coral colonies, and cleaned 270 coral reefs.
The initiative aligns with UN Sustainable Development Goals 14 (Life Below Water) and 17 (Partnerships for the Goals). ASE plans to expand the program, enhance marine conservation technologies, and strengthen education efforts for cleaner beaches and healthier oceans.
ISE Labs, a leader in semiconductor engineering services, has announced the opening of a new facility in San Jose, California. This marks their second location in Silicon Valley, effectively doubling their lab and business space. The new San Jose site will focus on qualification and reliability processes, while the Fremont site will expand its test functions. This expansion aligns with the growing demand for semiconductor manufacturing in North America and aims to bolster the U.S. semiconductor supply chain. The new facility will also create jobs for skilled engineers and technicians. The grand opening event will include speeches from local dignitaries and a networking luncheon.
