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“ASE's advanced semiconductor packaging & testing revenue will double this year amid severe capacity shortages due to AI-related orders”
@dnystedt
ASE Technology's advanced packaging revenue doubles in 2026 on AI demand, with capex upward revision and pricing power adding to the bull case.
ASXLONG@ $41.39
$34.93-15.61%
since call Jun 25
“severe capacity shortages due to AI-related orders”
@dnystedt
Amkor Technology, ASE's closest US-listed rival in advanced packaging, rides the same AI capacity crunch and pricing tailwind highlighted for the sector.
AMKRLONG@ $87.56
$50.69-42.11%
since call Jun 25
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