Can Strong LEAP Demand Help ASE Technology Challenge AMKR & INTC?
Zacks reports ASE Technology Holding (ASX) is seeing strong LEAP advanced packaging and testing demand tied to AI infrastructure. For 1H 2026, ATM revenues rose 35% YoY, and ASX now expects 2026 ATM revenue growth of 35%. Q2 2026 ATM revenues hit a record TWD 126.1B, with gross margin 27.3%. ASX raised 2026 capex to about $10.5B. Competitors cited: Amkor (AMKR) and Intel (INTC).





