3711.TW ASE Technology Holding Co., Ltd. Загрузка... : Бычьи и медвежьи мнения аналитиков
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06:38
14 авг
14 авг
Author maps the NVIDIA Spectrum-X photonics supply chain across packaging, lasers, and assembly.
Author maps the NVIDIA Spectrum-X photonics supply chain across packaging, lasers, and assembly, but lists beneficiaries without stating any personal position or forward call.
Низ.
06:36
14 авг
14 авг
Supply-chain research note mapping NVIDIA's Spectrum-X Ethernet Photonics beneficiaries across.
Supply-chain research note mapping NVIDIA's Spectrum-X Ethernet Photonics beneficiaries across TSM, ASX, LITE, and FN without stating any personal position or forward call.
Низ.
06:35
14 авг
14 авг
NVIDIA Spectrum-X supply chain roles identified
Notes the companies' respective roles in the supply chain for NVIDIA's Spectrum-X Ethernet Photonics, now in full production.
Сред.
06:26
14 авг
14 авг
NVIDIA full production names CPO suppliers
NVIDIA has moved Spectrum-X Ethernet Photonics to full production; the author names TSM, ASX, LITE, COHR, GLW, and FN as CPO supply-chain participants, without committing to a direction.
Низ.
06:24
14 авг
14 авг
The author provides a detailed supply-chain teardown of NVIDIA's Spectrum-X CPO production.
The author provides a detailed supply-chain teardown of NVIDIA's Spectrum-X CPO production, listing beneficiaries as factual research context rather than expressing personal positions or trade calls.
Низ.
06:21
14 авг
14 авг
Supply chain participants for Nvidia Spectrum-X noted
Identifies the companies as key supply chain participants for Nvidia's Spectrum-X Ethernet Photonics, which is now in full production.
Сред.
00:34
14 авг
14 авг
Supply-chain research report on Nvidia's Feynman platform and TSMC/ASE capacity plans.
Supply-chain research report on Nvidia's Feynman platform and TSMC/ASE capacity plans, factual read-through without author positions or trade calls.
00:34
14 авг
14 авг
Watch ASE/SPIL on Nvidia packaging order win.
Watch ASX as ASE subsidiary SPIL wins Nvidia packaging orders, a likely beneficiary of TSMC capacity constraints in advanced packaging. No explicit author position.
Сред.
23:26
11 авг
11 авг
Research read-through note covering multiple beneficiaries and affected companies.
Research read-through note covering multiple beneficiaries and affected companies from Lumentum's earnings call, framed as industry inferences and watchlist context rather than explicit positions.
05:24
11 авг
11 авг
ASX photonics packaging value rises with CPO
Author flags ASX as important for advanced photonics packaging and OSAT, noting packaging complexity and value increase as optics integrates closer to compute in AI systems.
Низ.
23:55
10 авг
10 авг
Hanwha makes preliminary offer to acquire Austal's US shipbuilding operations for up to 850.
Hanwha makes preliminary offer to acquire Austal's US shipbuilding operations for up to 850 million dollars amid rising global defense spending.
16:27
07 авг
07 авг
Author mentions ASE as a former holding sold before joining SA.
Author mentions ASE as a former holding sold before joining SA, so it is past-tense context rather than a current position or fresh trade idea.
Низ.
23:18
06 авг
06 авг
Watch silicon photonics manufacturing beneficiaries
Watch silicon-photonics related names as more than $50M in orders and 2027 production commitments validate manufacturing capex; no disclosed author position.
Сред.
22:45
06 авг
06 авг
Watch OSAT ASX/AMKR; long-term positive, near-term costs
Watch OSAT providers; back-end complexity supports a positive longer-term read-through, but near-term capital and implementation spending is a modest negative, so avoid treating it as a confirmed order catalyst.
Сред.
21:00
06 авг
06 авг
Microchip sees third-party OSAT capacity constrained by AI demand, prompting it to bring more assembly/test internally, but it lacks advanced packaging (substrates) capability, which remains a bottleneck. — Highlights a key, non-obvious constraint outside of leading-edge fabs: advanced substrates and packaging capacity, which could limit supply for many chipmakers.
Сред.
04:21
06 авг
06 авг
Australian miners offer structural growth.
Big Australian miners are large, stable companies with structural growth stories and are driving earnings growth this season, making them attractive relative to domestic cyclicals.
Сред.
03:02
06 авг
06 авг
Watch ASX on advanced packaging ramp
Watch ASX as OSAT advanced-packaging demand rises into 2027, with benefits balanced against capacity investment and ramp costs.
Сред.
01:24
05 авг
05 авг
Australia's S&P/ASX 200 index slipped 0.1% after giving up earlier gains that had reached.
Australia's S&P/ASX 200 index slipped 0.1% after giving up earlier gains that had reached a record high in the latest session.
01:06
05 авг
05 авг
ASE benefits from TSMC CoW outsourcing
Watch ASE Technology as a direct recipient of TSMC's expanded CoW outsourcing, with large-scale equipment investment expected to follow as AI chip packaging demand grows. No author position disclosed.
Сред.
02:47
03 авг
03 авг
ASE Technology's stock is ripping in Taiwan following a detailed read-through of its strong Q2.
ASE Technology's stock is ripping in Taiwan following a detailed read-through of its strong Q2 2026 earnings call, but the author's commentary is a price-action observation, not a position.
Низ.
23:31
31 июл
31 июл
Trimmed ASE Technology as part of rebalancing away from semis/optics exposure.
Trimmed ASE Technology as part of rebalancing away from semis/optics exposure; author reducing chip-adjacent names citing high valuations across the sector.
Сред.
23:33
30 июл
30 июл
Monitor assembly/test providers as power module complexity drives need for external capacity.
Сред.
20:19
30 июл
30 июл
Watch ASX as the OSAT facing capacity constraints and capex headwinds.
Watch ASX as the OSAT facing capacity constraints and capex headwinds, but strong revenue and margin signals; research note, not a position.
Сред.
19:50
30 июл
30 июл
ASE Technology reported Q2 operating profit in line with estimates with a slight revenue beat.
ASE Technology reported Q2 operating profit in line with estimates with a slight revenue beat, but the post is a factual earnings summary with no author position or forward view.
Низ.
22:49
29 июл
29 июл
Watch ASX for positive exposure to Taiwan leading-edge packaging ecosystem as AI investment.
Watch ASX for positive exposure to Taiwan leading-edge packaging ecosystem as AI investment broadens into advanced packaging.
Сред.
22:39
29 июл
29 июл
Watch TSM, ASX, and AMKR as beneficiaries of Arm's tight wafer, substrate, and test demand.
Watch TSM, ASX, and AMKR as beneficiaries of Arm's tight wafer, substrate, and test demand, supporting advanced-node CPU and packaging ecosystem.
Сред.
15:12
29 июл
29 июл
The author posts a detailed read-through basket from Teradyne's earnings call.
The author posts a detailed read-through basket from Teradyne's earnings call, listing beneficiaries and negative signals as research context without stating any personal position.
18:47
28 июл
28 июл
ASE top pick on Vera/Venice CPU ramp
Buy ASE (ASX) as Fubon Research's top advanced-packaging pick; capacity revised up to 50k/70k kwpm by 4Q28, with high exposure to NVIDIA Vera CPU and AMD Venice ramp driving outsized revenue growth.
Сред.
23:38
14 июл
14 июл
Watch ASX for positive operating activity from AI semiconductor test concentration in Taiwan.
Сред.
20:31
12 июл
12 июл
The author shares a humorous bracket contest mention and lists their "Callfolio" holdings.
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.
Низ.
Об аналитическом покрытии 3711.TW
Buzzberg отслеживает 3711.TW (ASE Technology Holding Co., Ltd.) в 16 источниках. Бычьих сигналов: 21, медвежьих: 0, от 16 аналитиков. Сентимент преимущественно бычий (21%). Всего отслеживаются 102 торговые идеи. Последние спикеры: photoncap, jukan05, TheValueist.