ASE Technology Holding Co.Ltd. Every tracked FinTwit mention of $ASX, newest first. 35 mentions since the first on Dec 15, 2025. See the price chart.
May 2026 · 22 mentions
May 31
InvestmentGuru — Computex 2026 kicks off June 2nd.
Theme: “AI Together.”
$NVDA $AMD $INTC all expected on stage. But the real alpha isn’t on the mainstage — it’s in the supply chain sitting behin…↗
May 27
TheValueist — https://t.co/KxZyAu8FfU
$ASX EXECUTIVE ASSESSMENT
ASE’s 310mm × 310mm automated panel-level packaging announcement is strategically meaningful because it targets 1 of the most im…↗
May 27
Cobra — $ASX flying AFTER HOURS OMG https://t.co/YDlCJZDm6v↗
May 26
Vulture trades 🦅 — $ASX almost 2x in less than an hour 0.70 to 1.35
Such a crazy market… https://t.co/MpjDpcyVXr↗
TheValueist — $ASX getting a nice pop on this facility expansion deal. They may get incremental momentum from CCP chip independence (what I will begin calling the One Chip Policy) as ~10% (my un…↗
May 26
TheValueist — $TSM $ASML $NVDA $AMCR $ASX
Huawei is transitioning from traditional geometric transistor shrinking to a holistic engineering framework called τ Scaling to circumvent internation…↗
May 21
TheValueist — $AMD $ASX $SANM (Bloomberg) -- Advanced Micro Devices Inc., the leading challenger to Nvidia Corp. in AI computing chips, pledged to invest more than $10 billion in Taiwan to expan…↗
May 21
Serenity — Just as I say this:
$AMD invests $10B+ into Taiwan ecosystem (for securing capacity/scaling infra)
AMD is collaborating with $ASX and SPIL.
As well as ODM partners like “ $SANM,…↗
May 19
Shay Boloor — $NVDA earnings tomorrow are an ecosystem event and basically a read-through on the entire physical AI supply chain:
• Cooling: $VRT
• Foundry: $TSM
• Optical: $COHR, $FN
• Power:…↗
May 12
InvestmentGuru — The “Inflation Era” of AI Compute is Breaking Out Across the Board
Every layer of the AI infrastructure stack is seeing demand explosion — and the winners aren’t just $NVDA.
Here’s…↗
May 12
Serenity — Random CPO related names I like:
- $SIVE
- Foci (3363)
- $TSEM
- Browave (3163)
- PCL (4977)
- $AXTI
- Msscorps (6830)
- $IQE
- Shunsin (6451)
- Furukawa Electric (5801)
- $MTSI
-…↗
May 11
TheValueist — Don't sleep on $ASX - all-time high today. Might not move as fast as optical and memory/storage, and it is still a critical component of the GAI infrastructure trade. https://t.co/…↗
May 5
Serenity — Pretty sure institutions like GS missed Shunsin (6451) at $1.65B for CPO packaging/test/assembly.
Which is why I'm very bullish on it as a completely backdoored, hidden + major be…↗
May 2
InvestmentGuru — The Full Optical AI Industry Chain:
1. IC Design & Manufacturing
(Where the brains are built)
ASIC / xPU / Photonic ICs
→ $NVDA $MRVL $AVGO $LITE $COHR $INTC $AMD $CSCO…↗
April 2026 · 11 mentions
Apr 30
Serenity — From the reference... it does look like Lightmatter uses $SIVE lasers?
Which is brand new information discovery and extremely positive for Sivers.
Lightmatter is a massive priva…↗
Apr 29
Serenity — @inversorBetico $TOWA biggest signal is SK Hynix, Micron, and Samsung since this is upstream... and the big 3 increased capex projections + building out HMB4 so that capex does flo…↗
Apr 29
TheValueist — $ASX KEY READ-THROUGHS FROM ASE TECHNOLOGY Q1 2026 EARNINGS CALL
ASE Technology’s Q1 2026 call was a clear positive signal for the AI semiconductor supply chain, especially advanc…↗
Serenity — CPO Value Chain Summary from Mirae Asset:
Laser Source:
Coherent < $COHR >
Lumentum < $LITE >
Furukawa Electric (TYO: 5801)
Yuanjie Semiconductor (SHA: 688498)
Innolight Technolog…↗
December 2025 · 1 mention
Dec 15
Zephyr — ASE is getting the packaging orders (Listed as $ASX)↗
— $ASX (Bloomberg) -- ASE Technology reported net income for the first quarter that beat the average analyst estimate.
FIRST QUARTER RESULTS
•Net income NT$14.15 billion, estimate NT…
TheValueist — $ASX (Bloomberg) -- ASE said its subsidiary ASE Electronics (M) Sdn. Bhd. approved a $120 million cash capital increase, according to company’s filing on Tuesday.
•The issuance wi…↗
Apr 25
Serenity — @Quantrarian52 I’m a fan of $ASX? And converted their reports over accelerating CPO to H2 2026.↗
Serenity — Did $GFS give the first direct confirmation about $SIVE...
As the laser supplier for their CPO / photonics ecosystem?
This is explicit laser architectural inclusion vs. previous…↗
Apr 19
Serenity — @tengyanAI CPO expectations have been bumped up months with $NVDA accelerating everything in the ecosystem as seen with $ASX. So I expect Celestial to be delivering volume much ear…↗
Apr 17
Serenity — Shunsin (6451). Foxconn’s optical packaging/assembly arm.
Previously 15-16% gross margins as OSAT but CPO/1.6T could be 30-35%, which brings blended up.
Since they’re doing hard…↗
Apr 14
TheValueist — I generally like $ASX . My write-up is below. I'm not an investor and have spent my time and focus in the OSAT space on $AMKR .
https://t.co/HBrZgHIMCw↗