CoWoS — storyline

ASE Advanced Packaging Quotes Surge 20%+ as WF₆ Supply Shock Threatens Process Materials

ASE Technology, the world's largest OSAT provider, has reportedly raised advanced packaging quotes by more than 20%, a direct AI-demand-driven price hike that will materially inflate CoWoS and advanced packaging costs for AI accelerator BOMs including H200/B100. Compounding upstream pressure, Kanto Denka Kogyo and Central Glass permanently shuttered their tungsten hexafluoride (WF₆) production lines on July 1, 2026, removing 2,200 tons of annual capacity—approximately 25% of global high-end semiconductor-grade WF₆ supply—due to China's export controls on tungsten raw materials, creating a tightening supply condition for advanced process nodes.