Financial and Industry Dynamics

• Semiconductor packaging and testing industry faces strongest price hike wave: Industry sources report that due to the continuously lengthening testing times for AI chips and the launch of self-developed chips by major cloud providers, the packaging and testing market is experiencing severe supply shortages. Major players like ASE and KYEC are seeing strong demand, with price increases expected to reach 10-30%. • Taiwan stock market faces pressure for post-holiday correction: Due to escalating tensions in the Middle East and a decline in US tech stocks during the holiday period, the Taiwan stock market is expected to face a correction, potentially with an initial dip followed by a rebound, today (12th).