ASE Technology Holding Co., Ltd. Sponsored ADR (ASX)
ASE Technology: The Next Era Of Advanced Packaging Is Here
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) Q4 2025 Earnings Call Transcript
ASE Technology Holding Co., Ltd. (ASX) Q3 2025 Earnings Call Transcript
ASE Technology Holding Co., Ltd. (ASX) Q3 2025 Earnings Call Transcript
ASE Technology: Advanced Packaging Inflection Point
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 Transcript
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.
ASE Technology: Positioned To Capitalize Semiconductor Packaging Market
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. (ASX) Q2 2025 Earnings Call Transcript
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.
ASE Technology Holding Co., Ltd. (ASX) Q1 2025 Earnings Call Transcript
ASE Technology Holding Co., Ltd. (NYSE:ASX ) Q1 2025 Earnings Conference Call April 30, 2025 2:00 AM ET Company Participants Ken Hsiang - Head, Investor Relations Joseph Tung - Chief Financial Officer Conference Call Participants Gokul Hariharan - JPMorgan Bruce Lu - Goldman Sachs Charlie Chan - Morgan Stanley Sunny Lin - UBS Laura Chen - Citigroup Brad Lin - BofA Jason Tsang - CL Securities Ken Hsiang Thank you for attending our earnings release today.
New Strong Sell Stocks for March 7th
ASX, BLDR and CLCO have been added to the Zacks Rank #5 (Strong Sell) List on March 7, 2025.
ASE Technology Holding Co., Ltd. (ASX) Q4 2024 Earnings Call Transcript
ASE Technology Holding Co., Ltd. (NYSE:ASX ) Q4 2024 Results Conference Call February 13, 2025 2:00 AM ET Company Participants Ken Hsiang - Head, Investor Relations Tien Wu - COO Joseph Tung - Chief Financial Officer Conference Call Participants Laura Chen - Citigroup Charlie Chan - Morgan Stanley Gokul Hariharan - JPMorgan Brad Lin - BofA Jason Tsang - CL Securities Ken Hsiang Hello, I am Ken Hsiang, the Head of Investor Relations for ASE Technology Holdings.
Are Investors Undervaluing ASE Technology (ASX) Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
ASE Technology Holding Co., Ltd. (ASX) Q3 2024 Earnings Call Transcript
ASE Technology Holding Co., Ltd. (NYSE:ASX ) Q3 2024 Earnings Call October 31, 2024 3:00 AM ET Company Participants Ken Hsiang - Head, Investor Relations Joseph Tung - Chief Financial Officer Conference Call Participants Sunny Lin - UBS Gokul Hariharan - JPMorgan Bruce Lu - Goldman Sachs Rick Hsu - Daiwa Securities Charlie Chan - Morgan Stanley Laura Chen - Citi Ken Hsiang Hello.
