ASX
3 tracked calls · 3 long · 0 short · last 90d: 3L/0S
first called by dnystedt 1mo ago
LONG4w ago
“Prices only go one way these days. Up.”Semi Doped
ASE is capitalizing on acute AI supply constraints by hiking its advanced packaging quotes by more than 20%.
ASXLONG@ $42.50
$35.53-16.40%
since call Jul 2
LONG1mo ago
“ASE Group projects AI-driven packaging demand will constrain capacity through 2030, extending previous consensus and confirming advanced packaging as binding…”Semi Doped · Vikram Sekar
Advanced packaging is the binding bottleneck through 2030, beating transistor scaling; ASE wins
ASXLONG@ $41.18
$35.53-13.72%
since call Jun 26
peak +3.9%
LONG1mo ago
“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
$35.53-14.15%
since call Jun 25