ASE Technology Holding Co.Ltd. Every tracked FinTwit mention of $ASX, newest first. 112 mentions since the first on Dec 15, 2025. See the price chart.
July 2026 · 7 mentions
Jul 14
Trade Whisperer — $TSM $ASX $INTC
"TSMC is facing a surge in AI chip orders using its advanced packaging technology, such as CoWoS, but competitors such as Intel are benefiting as the Taiwanese sem…↗
Jul 8
Michael | Hypermarkets — Every company partnered with $NVDA ⬇️
HYPERSCALE & CLOUD
$AMZN (AWS) — $10B+/yr cloud AI infrastructure, training and inference at scale
$MSFT (Azure) — $10B+/yr cloud GPU comput…↗
Jul 6
Trade Whisperer — $DRAM $TSM $ASX $AMKR $AMAT $BESI Advanced Packaging: The Z-Axis Trade.
"Samsung and Anthropic discussing collaboration on 2nm and advanced packaging"
“Anthropic is reportedly di…↗
Jul 1
Trade Whisperer — $ASX $TSM $INTC ASE Reportedly Raises Advanced Packaging Quotes by More Than 20% in Latest AI-Driven Price Hike
"Utilization rates across the OSAT industry remain near full capaci…↗
Jul 1
Jukan @COMPUTEX — AI boom and cost pressures: ASE rumored to raise advanced packaging prices by another 20%
As AI applications drive semiconductor demand strongly and advanced packaging capacity gr…↗
Jul 1
Serenity — Just some of the more interesting news I came across recently:
1. MS: Revised China humanoid shipments to reach 50,000 in 2026 from 14,000u and 28,000u earlier this year.
2. MS:…↗
Jul 1
Trade Whisperer — The Z-Axis Avengers
AI is built vertically. Advanced packaging. 3D stacking. Without the Z Axis, none of it works. Even HBM is 3D stacked. Capisce?
$ASX +7.10%
$INTC +6.01%
$TSM…↗
June 2026 · 28 mentions
Jun 26
Alex A.C. — $ASX 💘 PLP (Panel Level Packaging)
NOT with glass substrates though!
Strong in Optical testing; they are building 15 factories right now!! ["ASE Technology Holding plans to bui…↗
Jun 24
Trade Whisperer — $GLW +9.6% $ASX +6.2% 🤷♂️
Interconnect & Z-Axis bottleneck
Choose your notifications wisely https://t.co/hxZbBhpXjs↗
Jun 22
Trade Whisperer — $ASX +9.4% today and nearly +89% since I initiated the thread.
Advanced packaging is not slowing down. The future of AI and Semiconductors is vertical, the Z-Axis.
I've spoken $T…↗
Jun 22
Alex A.C. — "[...] and the price increases they’ve faced from foundry and packaging/testing partners" 👀
$TSEM $GFS $ASX
May 2026 · 32 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 28
Trade Whisperer — Lightmatter Joins $TSM on COUPE Advanced Packaging Platform for 3D Optical Engines
AI training clusters are hitting hard physical limits with copper interconnects. The shift to 1.…↗
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…
April 2026 · 32 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 — The potential SiC (Silicon Carbide) Interposer bottleneck stack for $NVDA Rubin and Hyperscaler ASICs (if you didn't like $WOLF):
Downstream SiC:
$TSM - SiC for CoWoS interposers…↗
Jan 1
Jukan @COMPUTEX — AI Chip Order Explosion… TSMC Increases 'Packaging Outsourcing'
TSMC is recently handing over a portion of the advanced packaging volume ordered by clients to ‘Outsourced Semicond…↗
Jan 1
Jukan @COMPUTEX — TSMC is outsourcing part of the advanced packaging volume for Rubin to OSATs such as ASE and Amkor.
There are also reports that as these subcontractors’ technical capabilities hav…↗
December 2025 · 4 mentions
Dec 30
Shay Boloor — OPTICS WILL BE A DEFINING THEME OF 2026
AI has turned data movement into the bottleneck and at scale only photons can move information efficiently enough.
The ecosystem breaks do…↗
Dec 19
TheValueist — $ASX ASE Technology: Advanced Packaging Growth and Strategic Governance Evolution
ASE Technology is navigating a transformative shift by prioritizing advanced semiconductor packag…↗
Dec 19
TheValueist — $ASX ASE Technology: Advanced Packaging Growth and Strategic Governance Evolution↗
Dec 15
Zephyr — ASE is getting the packaging orders (Listed as $ASX)
Trade Whisperer — Pay attention to the Z-Axis Trade. $TSM $ASX $AMKR
$INTC just hired Seok Hee Lee, Former President and CEO of SK hynix, as EVP of Intel Foundry to lead Advanced Packaging.
CEO Li…↗
Jun 21
Trade Whisperer — $TSM $UMC $GFS $ASX $AMKR $INTC
TSMC's extremely bullish projections at Taiwan Technology Symposium from last Month. Must Read.
AI Wafer Demand: Projected to rise 11x from 2022 t…↗
Jun 20
Alex A.C. — A must-watch video about the Lightmatter SiPho manufacturing process 🤩
From the Foundry, GlobalFoundries $GFS , to the ISE - ASE $ASX pre-packaging electrical and optical testing…↗
Jun 18
Trade Whisperer — @kay83227648 So missed $TSM $AMD $INTC $ARM $SIMO $ASX $AMKR $GLW $LITE $COHR? cpu interconnect z-axis trades with notifications on?↗
Jun 18
Trade Whisperer — $TSM $AMKR $ASX $INTC Advanced Packaging
TSMC and Amkor Technology have signed a 10-year agreement to strengthen advanced semiconductor packaging capabilities in Arizona, aiming t…↗
Jun 17
Trade Whisperer — The Z-Axis Trade: $TSM $ASX $AMKR $INTC $AMAT $BESI
$AMAT is central to HBM stacking. +46% in one month. https://t.co/VpmAKIbKg3↗
PhotonBull — $ASX is the largest OSAT player in the world, the outsourced assembly and test backbone that sits between the foundry and the end customer. Every advanced node die that TSMC or Sam…↗
Jun 13
Trade Whisperer — $TSM $MU $DRAM $ASX $AMKR
CoWoS: 8 to 12 HBM stacks
CoPoS (2028): up to 16 HBM stacks
Next gen (2029): up to 24 HBM stacks
Advanced Packaging innovation IS memory demand growth.…↗
Jun 12
Trade Whisperer — $ASX +4% $AMKR +8% $INTC +8%
I am coining a new term here on X
"The Z-Axis Trade" $TSM https://t.co/vu4JUMaNxl↗
Jun 10
Trade Whisperer — $ORCL $638 billion in backlog. WILD. Bullish for Chips 🔥
• Customer Prepayments and Supplied Hardware. Of the backlog $75 billion now comes from customers who prepaid for GPUs or…↗
Jun 10
Trade Whisperer — $TSM $ASX $INTC $AMKR $MU $DRAM
Advanced packaging (especially TSMC’s CoWoS) remains a major bottleneck for AI chips that integrate GPUs and HBM.
TSMC’s CoWoS capacity is projec…↗
Jun 9
Serenity — Names like:
- $ASX
- Sumitomo Electric
- $JBL
- $VICR
- $GFS
- $AAOI
- AlChip
- $TSEM
- $FN
- Furukawa Electric
- $CLS
- $NBIS
- $NOK
- $AMKR
- $LITE
- $COHR
Off the top of my…↗
Jun 6
Serenity — Okay... just some more weekend shower thoughts about $XFAB.
I still feel like it could be the next $TSEM, just early stage at a $1.4B MC?
They kinda leapfrogged current gens (whi…↗
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 25
Trade Whisperer — Moore's Law is dead. AI is ALL about Z-Axis.
Advanced Packaging. 3D Stacking. HBM. CoWoS.
AI doesn't scale on flat plane anymore. It scales upward. The companies that own the Z-A…↗
May 23
Trade Whisperer — If $AMD wins, $TSM wins.
AMD’s next-gen EPYC “Venice” processor has entered production on TSMC’s 2nm technology and Advanced Packging, with future output also planned at TSMC’s Ar…↗
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 17
Trade Whisperer — Golden nuggets from $AMAT earnings 👀
+50% growth in Advanced Packaging equipment revenues in 2026 $TSMC $AMKR $ASX $INTC
Leading-edge foundry, $DRAM, and advanced packaging are…↗
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 10
Trade Whisperer — @ditinhoo10 I like $TSM $ASX $AMKR. It's LONG term.↗
May 7
Trade Whisperer — $TSM $AMKR $ASX $INTC $AMAT $BESI
There is no AI without Z-Axis.
Everyone credits AI progress to chips getting smaller. That is the wrong story. AI was not enabled by 2D scaling.…↗
May 7
Trade Whisperer — @endyinvesting I am bullish on Advanced Packaging $TSM $AMKR $ASX $INTC and $GLW fiber glass but this is LONG time horizon.↗
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…↗
— $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…↗
Trade Whisperer — $TSM $ASX $AMKR $INTC Steady Rise of Advanced Packaging
TSMC’s CoWoS wafer ASP has reached ~$10,000, positioning advanced packaging as a major future profit driver.
High-value p…↗
Apr 27
Trade Whisperer — Clarification. It's mildly bullish for ASE $ASX. General market enthusiasm and sector rotation than direct fund inflows.
The new 25% single-stock cap only directly applies to com…↗
Apr 27
Trade Whisperer — $TSM $ASX Forgot to post this on Friday. There is a regulatory tailwind for Taiwanese stocks.
Old rule: Funds and actively managed Taiwan-focused ETFs were capped at 10% of net as…↗
Apr 25
Serenity — @Quantrarian52 I’m a fan of $ASX? And converted their reports over accelerating CPO to H2 2026.↗
Apr 25
Trade Whisperer — From my AMA. A skeptic asked a fair question about my credentials and here is my straight answer. Just don't hate me. Okay? 😀
I am an expert in Memory Eng. and Data Science but I…↗
Apr 24
Trade Whisperer — $ASX +7% Strength after Intel Earnings.
Let's see if it holds. https://t.co/hWW2YYRs8u↗
Apr 23
Trade Whisperer — $ASX $AMKR $TSM $INTC OSATs on the rise
SJ Semiconductor (SJSemi), a leading Chinese OSAT company specializing in advanced chip packaging, has raised approximately USD 740 million…↗
Apr 22
Trade Whisperer — $MU $DRAM - Advanced Packaging.
@OpenAI just filed a patent enabling dense HBM integration directly into AI accelerator architecture.
Everyone is talking about the HBM angle. Nob…↗
Apr 21
Trade Whisperer — $INTC $ASX $AMKR
Advanced Packaging Continues its Expansion
3D Glass Solutions (3DGS), a U.S.-based company backed by Intel Capital ($8 million invested across rounds) and Lockhe…↗
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 18
Trade Whisperer — @chaosjuicebox I can't answer that question.
But here's how my portfolio looks like
$MU $TSM $DRAM $SNDK $LITE $GLW $ASX $AMKR $AMD $INTC. Order of importance, personally.↗
Apr 18
Trade Whisperer — @Rollneck Photonics are taking off because most are small caps. They are easily modulated by the sudden investments that come in. Now having said that, the need for optics is REAL…↗
Apr 18
Trade Whisperer — $AMKR up 17.7% $ASX up 11%. Both in 5 days.
Advanced Packaging OSAT
Moore's Law went vertical. Every frontier AI chip shipping today requires advanced packaging including optics.…↗
Apr 17
Trade Whisperer — $ASX breaks ground on new Renwu facility to expand testing cluster in Kaohsiung
“The global semiconductor industry has entered a critical phase of transformation. In response to t…↗
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 16
Trade Whisperer — $LITE $GLW $COHR $TSM $ASX $AXTI $AAOI
“Scale up focused optical technologies, protocols, and switch architectures are foundational to building scalable, multi-rack, high performa…↗
Apr 16
Trade Whisperer — $LITE $GLW $AAOI $COHR $AXTI $TSM $ASX
Tech titans have formed the Optical Compute Interconnect Multi-Source Agreement (OCI MSA) to develop an open, standardized specification for…↗
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↗
Apr 13
Trade Whisperer — $ASX up ~20% since my last post.
Photonics Advanced Packaging is just getting started. Full thesis:
https://t.co/VcO8Puj2Jg https://t.co/IPtXqjVTXA↗
Apr 11
Trade Whisperer — $TSM $ASX $AMKR $INTC $DRAM
Advanced Packaging is Essentially Moore's Law in 3D and it is the next critical bottleneck in AI infrastructure.
ASE Holdings (the world’s leading OSA…↗
Apr 10
Trade Whisperer — Shrinking transistors is over. Shrinking distance is the new game.
Advanced packaging.
The speed of light has a speed limit. Distance is the enemy.
Advanced packaging is the sol…↗
Apr 10
Trade Whisperer — $MU $TSM $INTC $ASX $AMKR $AMAT $BESI $DRAM
The performance bottleneck in AI isn't the GPU. It's getting data to the GPU fast enough.
Advanced packaging is the solution. HBM plac…↗
— 《GF Securities Overseas Electronics & Communications》 | ASE (3711TT, Buy) Initiation: Packaging the AI Boom
Initiating with Buy, TP NT$420: We initiate coverage on ASE (3711TT / A…
InvestmentGuru — 2026: The Year of Lightspeed Optics — Here’s Every Stock You Need to Know
The optical networking revolution is accelerating, and the investment landscape just got a whole lot more…↗