{
 "generated": "2026-11-06",
 "sha": "78bbd39a8828",
 "node": {
  "id": "org:ase-technology",
  "type": "Organization",
  "name": "ASE Technology（日月光投控）",
  "org_type": "Developer",
  "kind": "company",
  "homepage": "https://www.aseglobal.com/",
  "note": "半导体封装测试代工（OSAT）",
  "aliases": [
   "ASE",
   "ASE Technology Holding",
   "ASE Holdings",
   "日月光",
   "日月光投控"
  ],
  "entry": "agent",
  "by": "ep110-graph-1106",
  "at": "2026-11-05T22:59:26Z",
  "landscape": [
   {
    "map": "compute-industry",
    "map_title": "AI 算力产业链",
    "card": "player-ase",
    "title": "日月光投控（ASE）· 封测",
    "layer": "基板与封测产能",
    "layer_id": "layer:compute-industry--9",
    "role": "primary",
    "url": "/graph/e/layer/compute-industry--9/#player-ase"
   }
  ],
  "landscape_maps": [
   "compute-industry"
  ],
  "landscape_n": 1,
  "degree": 0.0008,
  "n_apps": 0,
  "n_models": 0,
  "covered_eps": [
   110
  ],
  "n_covered_eps": 1,
  "covered_first": 110,
  "covered_last": 110,
  "n_covered_stories": 1,
  "n_covered_items": 0
 },
 "page": "https://xiaopingfeng.com/graph/e/org/ase-technology/",
 "out": [
  {
   "type": "supplies_to",
   "sentence": "ASE Technology向NVIDIA供应产品或服务",
   "direction": "out",
   "id": "org:nvidia",
   "name": "NVIDIA",
   "since": "2026-10-21",
   "unit": "SPIL（矽品精密）",
   "note": "计划：NVIDIA 与 SPIL 拟扩大台湾的 CPO 光引擎产能，目标 2027 年中增至 15 倍、力争 2028 年底再翻一番。SPIL 属 ASE Technology Holding 的依据：ASE 官网写 ASE Technology Holding 由 ASE Group、矽品精密和环旭电子整合而成。日期为新闻稿日期",
   "product": "共封装光学（CPO）光引擎",
   "status": "agent",
   "evidence": [
    {
     "kind": "official",
     "label": "官方页面",
     "text": "NVIDIA 2026-10-21 新闻稿：NVIDIA and SPIL plan to expand manufacturing capacity in Taiwan for optical engines used in co-packaged optics ... an increase of 15x by mid-2027, with aims for another doubling by the end of 2028",
     "url": "https://nvidianews.nvidia.com/news/nvidia-and-supply-chain-partners-expand-capacity-to-accelerate-ai-infrastructure-buildout"
    },
    {
     "kind": "official",
     "label": "官方页面",
     "text": "ASE 官网首页：ASE Technology Holding Co was established in 2018, combining the strengths of the ASE Group, Siliconware Precision Industries and Universal Scientific Industrial (Shanghai)",
     "url": "https://www.aseglobal.com/"
    }
   ]
  },
  {
   "type": "placed_in",
   "sentence": "ASE Technology出现在 Landscape 的「基板与封测产能」",
   "direction": "out",
   "id": "layer:compute-industry--9",
   "name": "基板与封测产能",
   "reported": false,
   "status": "derived",
   "evidence": [
    {
     "kind": "own",
     "label": "本站页面",
     "text": "Landscape「AI 算力产业链」第 09 层「基板与封测产能」：卡片「日月光投控（ASE）· 封测」",
     "url": "https://xiaopingfeng.com/graph/e/layer/compute-industry--9/#player-ase"
    }
   ]
  }
 ],
 "in": [
  {
   "type": "mentions",
   "sentence": "先进封装是2026年公认的真正瓶颈。提到ASE Technology",
   "direction": "in",
   "id": "trend:compute-industry--2",
   "name": "先进封装（而非晶圆）是2026年公认的真正瓶颈。",
   "status": "derived",
   "evidence": [
    {
     "kind": "own",
     "label": "本站页面",
     "text": "名称匹配：「日月光」出现在 Landscape「AI 算力产业链」的页面判断里",
     "url": "https://xiaopingfeng.com/graph/e/map/compute-industry/#trends"
    }
   ]
  },
  {
   "type": "covers",
   "sentence": "未来的硬件是怎么造出来的：一句话就能画出板子，真正排队的是材料、产能和验证讲到ASE Technology",
   "direction": "in",
   "id": "story:110-story-c",
   "name": "未来的硬件是怎么造出来的：一句话就能画出板子，真正排队的是材料、产能和验证",
   "role": "mention",
   "status": "agent",
   "evidence": []
  }
 ]
}