AI-driven demand is boosting ASX's advanced packaging, with leading-edge packaging/testing revenues expected to more than double.
Here we present four stocks, ATLC, BTSG, ASX and ENVA, with solid net profit margins that can contribute to making a strong portfolio.
ASE Technology Hldg (ASX) could be a great choice for investors looking to make a profit from fundamentally strong stocks that are currently on the move. It is one of the several stocks that made it through our "Recent Price Strength" screen.
ASE Technology Holding Co., Ltd. (ASX) Q1 2026 Earnings Call Transcript
ASE Technology Holding Co., Ltd. (NYSE: ASX - Get Free Report)'s stock price reached a new 52-week high during mid-day trading on Wednesday. The company traded as high as $29.89 and last traded at $29.5560, with a volume of 6916059 shares traded. The stock had previously closed at $29.28. Wall Street Analyst Weigh In A
ASE Technology remains well-positioned to benefit from persistent advanced packaging bottlenecks, especially as TSMC's capacity expansion still lags demand. ASX's diversified customer base and rapid expansion of LEAP services (expected to double to $3.2bn) support a positive long-term outlook. Key risks include macro volatility, capex planning challenges, and heavy reliance on TSMC's strategic decisions amid ongoing supply chain constraints.
ASE Technology Holding Co., Ltd. (ASX) Q4 2025 Earnings Call Transcript
ASE Technology Holding Co., Ltd. (ASX) Q3 2025 Earnings Call Transcript
ASE Technology Holding Co. is experiencing renewed growth, driven by surging demand for advanced semiconductor packaging and TSMC outsourcing CoWoS orders. ASX stock has returned 52.4% over the past year, rebounding from industry downturns and inventory corrections that impacted 2023 and early 2024 results. Q3 2025 results show three consecutive quarters of revenue growth, with strong performance in the ATM segment and improved margins despite ongoing industry headwinds.
ASE Technology Holding Co., Ltd. ( ASX ) Q3 2025 Earnings Call October 30, 2025 3:00 AM EDT Company Participants Kenneth Hsiang - Head of Investor Relations & Senior VP Joseph Tung - Group Chief Financial Officer Conference Call Participants Gokul Hariharan - JPMorgan Chase & Co, Research Division Charlie Chan - Morgan Stanley, Research Division Zheng Lu - Goldman Sachs Group, Inc., Research Division Chia Yi Chen - Citigroup Inc., Research Division Sunny Lin - UBS Investment Bank, Research Division Junhong Pan - KGI Securities Co. Ltd.
I rate ASE Technology a buy due to its critical role in the AI value chain, specifically in advanced chip packaging and testing. Rising AI and data center workloads are fueling demand for colocation, which boosts orders for AI servers and, consequently, ASE's packaging services. ASE's integration with major chipmakers and its position as the largest OSAT provider make it a key beneficiary of the AI-driven semiconductor boom.
ASE Technology Holding Co., Ltd. (NYSE:ASX ) Q2 2025 Earnings Conference Call July 31, 2025 3:00 AM ET Company Participants Joseph Tung - Group Chief Financial Officer Kenneth Hsiang - Head of Investor Relations & VP Tien Yu Wu - Group COO & Representative Director Conference Call Participants Brad Lin - BofA Securities, Research Division Charlie Chan - Morgan Stanley, Research Division Chia Yi Chen - Citigroup Inc., Research Division Gokul Hariharan - JPMorgan Chase & Co, Research Division Sunny Lin - UBS Investment Bank, Research Division Zheng Lu - Goldman Sachs Group, Inc., Research Division Kenneth Hsiang Hello.