Top OSATS raise 2012 capex with semiconductor test focus

May 1, 2012 — The top three outsourced semiconductor assembly and test services (OSATS) providers raised 2012 capital expenditures (capex) during their earnings reports, from initial plans announced in January, report analysts at Citi.

To increase capacity due to mobility growth, Amkor (AMKR) raised capex from $300M to $550M; Advanced Semiconductor Engineering Incorporated (ASE) raised capex from $725M to $800M; and Siliconware Precision Industries Co. Ltd. (SPIL) raised capex from $350M to $600M. Collective, the three companies increased 2012 capex by $575M or 42% vs. January plans.


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