面板廠變身封裝巨頭？台積電傳聯手群創攻 FOPLP！洪進揚：群創已站上先進封裝第一梯隊｜2026/05/11 (一)

TSMC is holding a technology forum this Thursday, but before that, a signal has already emerged from the supply chain—its subsidiaries, Advanced Semiconductor and ChipMOS Technologies, are being mobilized to prepare for the new track of silicon photonics and CPO (Chief Product Ownership). Do you know their roles? Meanwhile, Innolux is rumored to be collaborating with TSMC on fan-out panel packaging. If the logic of panel manufacturers handling chip packaging holds true, how will their valuations be re-evaluated? ASE and Nanzu Electronics announced a joint venture to build a new NT$35.2 billion factory, scheduled to open in 2029—this investment illustrates one thing: the demand for AI packaging and testing is being viewed much further ahead than anyone anticipated. 💡 The analysis of countries, companies, and industries mentioned in this video is for reference only. While we strive to provide accurate information, and all data is sourced from reliable sources, we make no guarantees regarding its completeness, timeliness, or accuracy. Viewers should make their own investment decisions based on their risk tolerance and judgment, and bear their own profits and losses. #TSMC #AI #SiliconPhotonics #CPO #Innolux #ASE #Nanzihsin #Packaging 00:00 Opening: A wonderful day starts here 01:06 TSMC's two-pronged approach to silicon photonics 05:03 Innolux may collaborate with TSMC on advanced packaging 09:05 ASE invests NT$35.2 billion in a factory 12:58 Financial news blitz! 16:16 Closing reminder Every client of Goodmorning Securities is a VIP, with a dedicated client partner to accompany you on your bumpy investment journey, steadfastly pursuing your goals. Buffett is great because of Munger, and you will succeed because of Goodmorning. Open an account now. 👉 https://bit.ly/yt_goodmorninggf_oao_c - Finance is a tool for achieving goals and dreams. We make complex financial knowledge easy to understand, transform current events into practical financial information, gather new perspectives on trends, build sound financial literacy, and help you realize your dreams. 📌 Watch more series together! 🎬 *Good Invest*: https://bit.ly/YT_list_invest 🎬 *Better Living*: https://bit.ly/YT_list_living 🎬 *Good Morning*: https://bit.ly/YT_list_morning 🎬 *Know Your Money*: https://bit.ly/YT_list_money 🎬 *Old Huang's Good Talk*: https://bit.ly/YT_list_talk 🎬 *Beautiful Securities x Zhiqi Qiqi*: https://bit.ly/YT_list_77 🎬 *Investment Newbie Village*: https://bit.ly/YT_list_beginner 📌 Beautiful Securities Podcast also launched simultaneously! 🎧 Apple Podcast: https://apple.co/3WIqXfg 🎧 Spotify: https://spoti.fi/3WJAYJ7 🎧 KKBOX: https://bit.ly/yt_kkbox 🎧 YouTube Podcast: https://bit.ly/yt_ytpodcast 🎧 Pocket Casts: https://bit.ly/yt_pocketcasts 🎧 Firstory: https://bit.ly/yt_firstory 🎧 SoundOn: https://bit.ly/yt_soundon 📌 Want to know more about us? 【Good Finance Facebook】https://bit.ly/GF_fb 【Good Finance Instagram】https://bit.ly/GF_ig -------------------------------------------------------------- Have something to say? Feel free to contact us ➡️ [email protected] Want to join Good Finance? Take action now ➡️ https://bit.ly/GF_career