ASE Technology Holding Co Ltd Advanced Package Development in AI Arena, Power and Optics Trend Expert Call Hosted By Citi Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Laura Chen - Citi - Analyst : Thank you. Thank you Mr Cheung for your very comprehensive presentation. You have any questions online. So the question will only be taken by text. So you can type your questions in the Q&A box. Mr Cheung and also we have the ASE IR team with us would answer the questions and while we are waiting for the online questions here, maybe I can uh ask some technical questions first. I know that's very technical but just wondering that when you talk about the EIC and also the PIC packaging. Mr Cheung, you mentioned that they are a different type of packaging techniques including chip and waiver and also the (inaudible) and even like optical interposer. So I'm just wondering that how ASE would cooperates with your funding partners and also your customers in this type of different techniques for the CPO design? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. SEPTEMBER 25, 2024 / 2:00AM, C.N - ASE Technology Holding Co Ltd Advanced Package Development in AI Arena, Power and Optics Trend Expert Call Hosted By Citi

Question: Laura Chen - Citi - Analyst : Thank you. And also since you are on the R&D side from your current observation and also the engineering work, do you think it's time for CPO to becoming more mature anytime soon? Or do you think it still takes some time to get more mature?

Question: Laura Chen - Citi - Analyst : Okay. Thank you. I think we have a few questions coming up, first of all, I came to know that what's the current bottleneck for the CPO yield? You mentioned about the problem. Can you elaborate more and also from the supply chain perspective? Well, that the all set makers to become to take the roles from the existing, optical module makers. What would be the implication to the supply chain?

Question: Laura Chen - Citi - Analyst : Thank you, Ken. And also, yeah, another question, I just address is that, what will be the role of the existing optical module makers in the arena of the CPO? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. SEPTEMBER 25, 2024 / 2:00AM, C.N - ASE Technology Holding Co Ltd Advanced Package Development in AI Arena, Power and Optics Trend Expert Call Hosted By Citi Unidentified Company Representative I think in the larger scheme of things, each manufacturer will have certain skills and capabilities that they will focus on with the OS players. I think, you know, given that these products are getting finer in their overall production in terms of the line in space and in terms of the, the top uh the accuracy requirements, there are certain features or certain opportunities that would be more aligned to what we can do. I think that's not to take away from other contract manufacturers, but they will continue to have their particular skill sets in whatever gets manufactured relative to CPO.

Question: Laura Chen - Citi - Analyst : Thank you, Ken. Another question I may have is that um uh Calvin, you also mentioned about the power safety, voltage regulator module incorporated with the advanced packaging. So I'm just wondering how does it work together with current majority of the AI chips in the (inaudible) packaging? So it's just a kind of a one more step or how would that integrate into the current COs process.

Question: Laura Chen - Citi - Analyst : Okay. So it sounds like it's more on the on substrate process, right? Is that correct?

Question: Laura Chen - Citi - Analyst : Okay. Thank you. Another question coming on the line is that since there's still some uncertainty and the size of the CPO investment, we all set to take a second line adapter approach before, like in the chiplet area. Unidentified Company Representative I think that the context of what CPO is. Again, each manufacturer, whether it's boundary contract, manufacturing or Oseps specific areas or specific thick fineness that are key to what we do. The divisions of labor or the developments of technologies do go across all of these uh manufacturers. Uh And in time, we will work together to create the ultimate solution or what would be a more standardized solution in the future. Historically ASE has been a little bit more laid back in terms of letting those the leading edge get developed before there is a mass production standard. So, for us, I think that that creates the generally the best return profile. But this is the involvement of all of the players uh continues to be the case that including CPO at this time.

Question: Laura Chen - Citi - Analyst : Okay, thank you very much. I think it's about time. So I really appreciate uh Calvin and also the whole IR teams came here to give a comprehensive presentation and the Q&A section. And thank you, everyone so for your participant today. REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. SEPTEMBER 25, 2024 / 2:00AM, C.N - ASE Technology Holding Co Ltd Advanced Package Development in AI Arena, Power and Optics Trend Expert Call Hosted By Citi Unidentified Company Representative Thank everyone. Thanks Calvin.