[메자닌 투자파일] 에이팩트, 제주반도체와 'CB 혈맹' 배경은

This partnership reflects growing demand for integrated turn-key back-end services as fabless companies diversify away from Taiwan's consolidated OSAT providers focusing on advanced processes. Aepact's expansion into wafer testing alongside packaging creates competitive advantage and addresses its business concentration risk. Successful execution depends on timely equipment deployment and sustained yield improvement through the planned ramp phase.