ASE Technology Holding Co., Ltd. provides semiconductor manufacturing services to semiconductor companies, including packaging, interconnect materials, engineering testing, wafer probing and final testing. It also provides turnkey services that combine packaging, testing and direct shipment to customers’ designated end users. Through USI Group, ASE offers electronic manufacturing services (EMS) for computing, peripherals, communications, industrial, automotive and server applications. Its semiconductor packaging and testing services cover a range of package types and technologies, including stacked-die and flip-chip packages, and its services support communications, computing, consumer electronics, industrial and automotive uses. ASE makes money from packaging, testing and EMS services. Its principal executive offices are in Kaohsiung, Taiwan. Its main manufacturing facilities span Taiwan, the P.R.C., South Korea, Japan, Singapore, Malaysia, the Philippines, Vietnam, Mexico, America and countries in Europe and North Africa.
ASE Technology Holding Co. reported October 2026 net revenues of NT$88,615 million (US$2,779 million), up 0.6% sequentially and 47.1% year-over-year. ATM business revenues were NT$56,840 million (US$1,783 million), rising 7.9% sequentially and 57.7% year-over-year. The company also provided a safe harbor notice regarding forward-looking statements.
Nvidia (NVDA) is investing billions in Taiwan's SPIL, an ASE (ASX) subsidiary, to address AI chip packaging shortages. SPIL specializes in advanced packaging, a bottleneck for AI chip production. ASE expects higher capital spending and negative cash flow in 2027. Nvidia's investments aim to expand production and meet demand, competing with Apple for the title of the world's most valuable company.
Taiwan's TAIEX index fell 0.83% after US midterm elections, with TSMC down 1.53%. Investors reacted to Democratic control of Congress, with foreign institutions selling NT$149.9B. Analysts noted bargain hunting in AI-related semiconductor stocks after strong US earnings. Regional markets showed mixed reactions, with uncertainty about future US policies.
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ASX sentiment & insider activity
Over the past 7 days, AlphAI's AI scored 1 news story mentioning ASX (ASE Technology Holding Co., Ltd.). Coverage has been balanced: 0 bullish, 1 neutral, and 0 bearish.
Recent ASX coverage spans earnings, market movers and technology.
What's driving ASX
The modest sequential revenue rise suggests limited upside, but strong YoY growth may support the stock modestly.
Guidance lift and margin commentary tied to LEAP mix and capacity ramp should support a constructive re-rating, but EMS margin pressure from component costs is a counterweight.
AlphAI scores every news story that mentions ASX with an AI model for sentiment and relevance, and aggregates insider trades from ASE Technology Holding Co., Ltd.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
ASE Technology Holding Co. reported October 2026 net revenues of NT$88,615 million (US$2,779 million), up 0.6% sequentially and 47.1% year-over-year. ATM business revenues were NT$56,840 million (US$1,783 million), rising 7.9% sequentially and 57.7% year-over-year. The company also provided a safe harbor notice regarding forward-looking statements.
Nvidia (NVDA) is investing billions in Taiwan's SPIL, an ASE (ASX) subsidiary, to address AI chip packaging shortages. SPIL specializes in advanced packaging, a bottleneck for AI chip production. ASE expects higher capital spending and negative cash flow in 2027. Nvidia's investments aim to expand production and meet demand, competing with Apple for the title of the world's most valuable company.
Taiwan's TAIEX index fell 0.83% after US midterm elections, with TSMC down 1.53%. Investors reacted to Democratic control of Congress, with foreign institutions selling NT$149.9B. Analysts noted bargain hunting in AI-related semiconductor stocks after strong US earnings. Regional markets showed mixed reactions, with uncertainty about future US policies.
The TAIEX index fell 0.65% to 44,920 points, its lowest since Aug. 24, driven by concerns over AI capital expenditure. TSMC shares dropped 1.69% to NT$2,330, despite reporting record Q3 net profit of NT$763 billion. ASE Technology raised its capital expenditure forecast to US$11.5 billion. Microsoft and Alphabet's spending and earnings reports fueled market anxiety.
ASE Technology reported Q3 earnings, with computing revenue up 39% and automotive, industrial, and consumer applications each rising about 14%. The company raised its 2026 LEAP revenue outlook to over $4 billion and expects continued margin improvements. EMS revenue grew 42% sequentially but margins declined due to higher component costs. ASE increased its 2026 capital expenditure plan to $11.5 billion and forecast Q4 revenue growth of 6% to 8% with gross margin of 23% to 24%.
ASE Technology Holding Co., Ltd. (ASX) furnished an SEC Form 6-K — earnings release. SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized. ASE TECHNOLOGY HOLDING CO., LTD. Date: October 29, 2026 By: /s/ Joseph Tung Name: J
ASE Technology Holding (ASX) reported Q3 net income of $844.1M and revenue of $7.63B. EPS was $0.37. Shares have more than doubled YTD and tripled in 12 months.
ASX Chair David Clarke stated the exchange has reached a turning point in resolving regulatory issues, maintaining a 75% dividend payout ratio and higher cost guidance. ASX faces trading outages and settlement delays post-technology overhaul, leading to a A$150M capital requirement. ASX shares rose 0.3% on Thursday, while the S&P/ASX 200 index fell 0.35%.
ASE Technology Holding Co Ltd (ASX) shares fell 5.5% to $41.89, extending a week-long decline of 7.5%. Despite a 162.7% year-to-date gain, the stock is overvalued by 210.8% according to GF Value™. Insiders sold $369.7M in shares over the past year. The company has a GF Score™ of 73/100, with strong growth and profitability but poor valuation metrics.