AMD Venice

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1. Oct 21
   GF Securities raises ASE target price to NT$843 on AI packaging growth

   TechNews reported that foreign brokerage GF Securities kept a "buy" rating on ASE Technology Holding and raised its target price from NT$754 to NT$843 per share in a new research note. The note says packaging capacity tightness has spread from AI GPUs to mature-node and analog chips, with lead times extended by more than 30% and OSAT prices up 10%–30% overall, and it projects ASE's LEAP advanced packaging and testing revenue at US$4 billion in 2026 and US$8 billion in 2027, above the company's earlier guidance of US$3.6 billion and US$7.2 billion. GF Securities also expects ASE's FC/Wirebond/QFN packaging prices to rise 10%–80% between Q3 and Q4 2026 and CoWoS prices to have 10%–20% room to rise, citing AMD server CPUs such as Venice and Verano moving to CoWoS.

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