ASE Technology Holding

Headlines · 6

1. 2d
   ASE raises 2026 LEAP revenue target above $4 billion

   ASE Technology Holding reported third-quarter consolidated revenue of NT$244.161 billion and after-tax net income of NT$26.996 billion. It forecast fourth-quarter revenue growth of 6% to 8% sequentially and a gross margin of 23% to 24%. The company raised its 2026 LEAP revenue target from $3.7 billion to more than $4 billion, reiterated expectations of more than $8 billion for 2027, and said CPO entered mass production in the fourth quarter of 2026. According to TechNews, Citi and Morgan Stanley maintained positive ratings and raised their target prices, with the highest cited at NT$908. Management also raised its 2026 capital-spending outlook to $11.5 billion in response to strong customer demand and capacity constraints.

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2. 3d
   ASE raises 2026 LEAP revenue forecast above $4 billion

   ASE Technology Holding raised its 2026 LEAP revenue forecast from $3.7 billion to more than $4 billion, citing higher advanced-packaging demand and new CPO projects. It maintained its outlook for LEAP revenue to double in 2027. The company forecasts CoWoS full-process revenue of $300 million in 2026 and more than $1 billion in 2027, while CPO entered mass production in the fourth quarter of 2026. ASE also increased its 2026 capital-expenditure budget by $1 billion to $11.5 billion, split roughly evenly between factory construction and equipment. These figures are company forecasts, and factory-space constraints are expected to limit delivery capacity.

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3. 4d
   Anthropic IPO News Boosts AI Stocks as Taiwan Market Dives

   TechNews reported that Taiwan’s weighted index fell 1.81% to 46,041 points, while foreign investors sold NT$8.04 billion and local investment trusts bought NT$23.6 billion. It attributed an overnight rebound in AI-related trading to reports that Anthropic had submitted an IPO application, noting that the Philadelphia Semiconductor Index rose 3.60% and TSMC’s ADR gained 1.40%. The report also said foreign investors bought more than NT$12.5 billion of Nanya Technology, Powerchip Semiconductor and Winbond shares, while unconfirmed market speculation claimed TSMC might raise CoWoS prices by as much as 20%.

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4. 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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5. Oct 13
   TrendForce: CPO bottleneck shifts to test speed; platform integration key

   TrendForce research cited by TechNews says that as AI data centers drive demand for high-speed transmission, co-packaged optics (CPO) is moving toward mass production, making shorter test times and lower cost key issues. Optical alignment has been cut to seconds or sub-seconds, but a complete test of a single PIC can still exceed 100 seconds, shifting the mass-production bottleneck from alignment accuracy to test speed. CPO testing currently requires laser sources, optical switches, power meters and spectrum analyzers from dispersed suppliers, so unified software coordinating electrical and optical measurement, together with optical-path switching and multi-station sharing, is presented as the focus of test integration; TrendForce expects 2027 to be the key year for test-architecture convergence.

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6. Oct 12
   ASE Technology posts record September and Q3 revenue, citing AI advanced packaging

   Semiconductor packaging and testing giant ASE Technology Holding reported September consolidated revenue of NT$88.13 billion, up 7.2% month over month and 45.5% year over year, with third-quarter revenue also reaching a record high. The report attributes the growth largely to AI-related advanced packaging and testing demand.

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