3711 ASE Technology Holding Co., Ltd. Loading... : Bullish and Bearish Analyst Opinions

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22:52
May 04
TheValueist Founder, Atlas Peak Research
Long beneficiaries of CPO adoption including Broadcom, Marvell, TSMC, ASE, Amkor, BESI, ASMPT, Coherent, and Lumentum, as advanced packaging and optical integration become strategic.
3711
MED
22:49
May 04
TheValueist Founder, Atlas Peak Research
Long OSATs benefiting from back-end tightness and rising packaging/test utilization, a strategic supply constraint.
3711
MED
15:46
Apr 29
TheValueist Founder, Atlas Peak Research
Long ASE/Amkor as OSATs with advanced packaging exposure benefit from substrate allocation pressure and high demand for AI storage components.
3711
HIGH
22:41
Apr 27
TheValueist Founder, Atlas Peak Research
Long non-China OSATs (ASE, Amkor, Powertech) benefiting from backend capacity tightness as demand for advanced packaging remains strong.
3711
HIGH
01:29
Apr 23
TheValueist Disc L/S | TMT+Energy. Creator: CRAVE Thesis of GAI
Long OSAT and test equipment companies as external tightness in assembly, test, and back-end semiconductor capacity creates a positive near-term environment for these outsourced providers.
3711 1ST
MED

About 3711 Analyst Coverage

Buzzberg tracks 3711 (ASE Technology Holding Co., Ltd.) across 1 sources. 2 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (40%). 5 total trade ideas tracked.