Added to YB: 2026-10-08
Pitch date: 2026-10-05
ASX [bullish]
ASE Technology Holding Co., Ltd.
-11.21%
current return
Author Info
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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 3.3T
Pitch Price
TWD 47.18
Price Target
N/A
Dividend
0.71%
EV/EBITDA
23.91
P/E
56.22
EV/Sales
4.90
Sector
Semiconductors and Semiconductor Equipment
Category
growth
ASE Technology Holding Co., Ltd. - $ASX
ASX: ASE is the world’s No. 1 OSAT and a diversified way to own AI advanced-packaging demand, as TSMC’s capacity constraints overflow and increasingly complex chiplet, HBM and 2.5D packages may make packaging the next bottleneck. The trade-off is a US$10.5B 2026 capex plan, up from US$8.5B, driving negative free cash flow and rising net debt. With the stock above its historical multiple range, funding, Chinese-OSAT pricing pressure and ramp execution warrant careful sizing.
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