Added to YB: 2026-07-15
Pitch date: 2026-07-13
ASX [neutral]
ASE Technology Holding Co., Ltd.
-3.38%
current return
Author Info
No bio for this author
Company Info
ASE Technology Holding Co., Ltd., together with its subsidiaries, provides semiconductor manufacturing services in the United States, Taiwan, rest of Asia, Europe, and internationally.
Market Cap
TWD 2.9T
Pitch Price
TWD 41.77
Price Target
N/A
Dividend
0.79%
EV/EBITDA
24.11
P/E
64.84
EV/Sales
4.64
Sector
Semiconductors and Semiconductor Equipment
Category
growth
ASE Technology Holding $8.5 Billion Capital Expenditure and 15 New Plants (ASX)
ASX (overview): OSAT leader hiking 2026 capex to $8.5B (from $7B), 15 new plants, targeting 2029-30 'physical AI.' Advanced packaging rev to double to ~$3.2B, share rising 6%→13%. Paid expedited fees for Innolux fabs signaling tight capacity; +20% CoWoS/FoCoS pricing. Benefits from TSMC CoWoS spillover. Risks: AI capex overinvest, FOPLP timing delays, overseas ramp costs, pricing power vs mega-customers.
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