Notes
Kinsus is a Taiwanese ABF/BT substrate maker majority-owned by Pegatron/ASE group, and a key supplier of flip-chip substrates for HPC, AI accelerators and smartphone APs. The company has invested in FC-BGA capacity expansion to serve AI/HPC demand, but faces cyclical pricing pressure as Japanese (Ibiden, Shinko) and Korean (Semco) incumbents dominate the high-end ABF segment.
Kinsus Interconnect Technology (3189) has announced the placement of an order for machinery and equipment, triggering a material information disclosure under TWSE regulations. Such filings are required when capital expenditure commitments exceed regulatory thresholds, indicating a meaningful capacity or technology investment. Full body available on MOPS.