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The information provided on EL7.AI is for educational and informational purposes only and does not constitute financial advice.
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Sign InAmid the accelerating global race to expand AI infrastructure, PSK Holdings has announced a significant breakthrough in its order book. According to reports, the company secured orders for over 300 reflow systems from major Taiwanese Semiconductor Assembly and Test (OSAT) firms, including industry leader ASE. These orders are valued at approximately 600 billion Korean won, a volume that is reportedly straining the company's current production capacity as it scales to meet this unprecedented demand.
Reflow systems are critical components for advanced packaging technologies such as HBM and CoWoS, which serve as the backbone for high-end AI processors. This expansion comes as peers like ASE Technology Holding (ASX) continue to benefit from surging demand from AI chipmakers. Per market data, ASX shares closed at $40.36 (close July 14, 2026), reflecting sustained investor optimism in the advanced packaging sector's role within the broader high-performance computing ecosystem.
Looking ahead, investors are focusing on PSK Holdings' ability to manage its production constraints while maintaining delivery timelines for these high-value systems. With ASX trading at $40.36 as of July 14, 2026, the market remains sensitive to execution risks in the supply chain. Additionally, traders will monitor upcoming global catalysts, including the release of the FOMC minutes, which could dictate broader sentiment across the semiconductor and technology sectors.