Analysis: ASE Technology Holding Co., Ltd.

US:ASX

Why is ASE Technology Holding Co., Ltd. stock rising?

  • LEAP revenue is expected to double in 2027 as AI advanced-packaging momentum continues.
  • ASE is raising 2026 capital spending by another $2 billion, to about $10.5 billion, to expand advanced packaging and test capacity.
  • ASE's fully automated 310x310 panel-level packaging line is scheduled to start production in Q1 2027.
  • ASE expects its internal full-process advanced packaging business to grow substantially in 2027 as capacity expands.
  • ASE expects CPO-related launches to begin toward the end of 2026, initially in small volume.

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