ASX ASE Technology Holding Co., Ltd. Loading... : Bullish and Bearish Analyst Opinions
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23:38
Jul 14
Jul 14
Watch ASX for positive operating activity from AI semiconductor test concentration in Taiwan.
MED
20:31
Jul 12
Jul 12
The author shares a humorous bracket contest mention and lists their "Callfolio" holdings as a personal portfolio snapshot without making any forward-looking trade calls or endorsements.
LOW
00:29
Jul 07
Jul 07
The author asks a factual question about ASE's glass substrate efforts without expressing any directional view or position.
LOW
00:07
Jul 03
Jul 03
The ASX 200 index advanced 0.4 percent to 8,759.60 points during early trading session.
21:12
Jul 02
Jul 02
A new CEO takes over at Australia's ASX, the world's worst-performing stock exchange operator, facing immediate regulatory and investor challenges.
12:08
Jul 01
Jul 01
Watch ASX as advanced packaging pricing power strengthens — rumored 20%+ quote hikes driven by AI-led capacity tightness, rising capex ($8.5B this year), and raw material cost pass-through. Research note, no author position stated.
MED
01:32
Jun 25
Jun 25
Buy ASX as ASE's advanced packaging/test revenue is doubling this year amid severe AI-driven capacity shortages, with 15 plants under construction and capex likely to be revised upward again; speaker argues consensus is underestimating the opportunity.
MED
09:57
Jun 19
Jun 19
Watch the supply chain beneficiary basket (equipment, test, EDA, memory, OSATs) as the most diversified monetization path for hybrid bonding, CoWoS, and HBM scaling.
MED
04:38
Jun 16
Jun 16
Australia's ASX 200 edges 0.2% lower as the Reserve Bank of Australia keeps interest rates steady.
22:24
Jun 14
Jun 14
Australia's securities regulator stated that ASX admitted its 2022 market announcement about the Chess replacement project progressing well was misleading.
18:44
Jun 14
Jun 14
Buy ASE Technology (ASX) as the scaled OSAT player already guiding strong advanced packaging growth; CoPoS panel-level packaging adoption creates a multi-year capex tailwind with volume ramp expected 2028/2029.
MED
02:38
Jun 14
Jun 14
Detailed bullish structural thesis on ASX as the world's largest OSAT player; LEAP segment guided to $3.2B in 2026, SPIL subsidiary provides embedded Nvidia exposure, panel-level packaging buildout underway — no explicit personal position disclosed.
MED
00:17
Jun 14
Jun 14
The tweet presents a factual ranking of semiconductor companies by employee growth without expressing any personal position or forward-looking trade call.
LOW
11:52
Jun 09
Jun 09
Watch ASX as a mid-cap AI-exposure name flagged in a thematic basket; author does not hold it but sees potential ROI vs. large-cap AI plays.
MED
21:46
Jun 06
Jun 06
The author argues that Malaysian tech stocks have intrinsic value despite pessimism, citing foreign capital inflows and a past contrarian bet on OSATs, but does not state a current position or forward call.
21:42
Jun 06
Jun 06
The author argues that Malaysian tech stocks have intrinsic value despite pessimism, citing foreign capital flows and a past contrarian bet on ASX, but does not state a current position or forward call.
17:47
Jun 05
Jun 05
Past performance anecdote on ASX; no current position or forward catalyst stated.
LOW
17:00
Jun 04
Jun 04
Buy ASX as a pure-play advanced packaging assembler executing on panel-level FOCoS with a defined H1 2027 production timeline and a second larger-format line already in the pipeline, positioning it as a key beneficiary of AI accelerator packaging scale-up.
MED
18:59
Jun 02
Jun 02
Watch as beneficiaries of agentic EDA verification acceleration lowering barriers to custom silicon.
MED
17:54
Jun 02
Jun 02
The author reallocates away from overvalued hardware and Korea/Japan toward Southeast Asia, power/grid names, and quality non-AI stocks like ISRG, LLY, and MA, but frames holdings as personal portfolio shifts rather than explicit trade calls.
LOW
20:29
Jun 01
Jun 01
The author shares realized and unrealized gains on several semiconductor and tech holdings, expressing a long-term compounding mindset without explicit forward calls beyond HIMX's realized gain.
LOW
04:29
Jun 01
Jun 01
Co-mentioned as TSMC advanced packaging beneficiaries projected to roughly double advanced packaging sales in 2026, but cited as having less upside than AMKR.
MED
22:43
May 27
May 27
Watch ASX as a medium-magnitude beneficiary of AI packaging complexity — chiplets, photonic engines, die-to-die interconnect, and scale-up architectures all drive advanced packaging volume and content.
MED
22:43
May 27
May 27
The author recaps Marvell's earnings read-throughs as a research note, identifying memory, semicon, hyperscaler, and infrastructure beneficiaries without stating any personal long or short positions.
LOW
22:18
May 27
May 27
Author details a bullish thesis on Malaysian micro cap FoundPac citing revenue growth, margin expansion, and strategic positioning in Southeast Asia's tech supply chain.
11:04
May 27
May 27
ASE's panel-level packaging economics and competitive positioning are analyzed in detail, but the author does not express a personal directional position or trade idea.
11:04
May 27
May 27
Long ASX via Jan 2028 $45 calls. ASE's 310mm panel-level packaging line extends its advanced packaging growth narrative into 2027–2029, supports mix shift toward higher-margin ATM revenue, and positions ASE as a capacity alternative to TSMC CoWoS for hyperscale ASIC and AI accelerator customers.
HIGH
11:04
May 27
May 27
Watch ASX — analyst assessment flags its panel-level packaging announcement as strategically significant for AI accelerator supply chain throughput, but no first-person position language is present; monitor for follow-through.
MED
01:52
May 26
May 26
Long ASX via call options, betting on continued momentum from facility expansion, China's chip independence push, and strong packaging demand across regions.
HIGH
09:20
May 21
May 21
AMD pledges over $10 billion in Taiwan to expand AI chip packaging capacity and partnerships, but the tweet is a factual news report without the author's own forward-looking directional view.
HIGH
About ASX Analyst Coverage
Buzzberg tracks ASX (ASE Technology Holding Co., Ltd.) across 11 sources. 19 bullish vs 0 bearish calls from 11 analysts. Sentiment: predominantly bullish (28%). 69 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: TheValueist, Minnvestor, jukan05.