ASX's margin expansion is increasingly tied to its fast-growing LEAP business, AI-driven chip demand and stronger ATM profitability.
ASX stock soars 77.1% in three months, but AI demand, LEAP growth, margin gains and rising estimates keep its upside case alive.
ASE Technology has transformed from a low-margin OSAT to a critical AI infrastructure provider, driving a 263% surge in its stock over the past year. The company's advanced packaging capabilities, especially for AI accelerators, position it as a potential key supplier amid industry-wide capacity shortages. The company's gross margin improved from 16.80% to 20% in the first quarter, with further upside as revenue shifts toward higher-margin advanced packaging.
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.