ASX ASE Technology Holding Co., Ltd. Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
10:53
Sep 02
Sep 02
Supply-chain and timeline commentary on Marvell's SiPH/CPO plans.
Supply-chain and timeline commentary on Marvell's SiPH/CPO plans, with Europe/Japan sourcing noted as factual observations and no explicit positions taken by the author.
05:44
Sep 02
Sep 02
ASE named for packaging/OSAT role.
Named as related value chain for advanced packaging and OSAT in the AI compute stack thesis; no explicit directional view.
LOW
05:14
Sep 02
Sep 02
Author maps TSM's packaging verification line to supplier beneficiaries but frames them.
Author maps TSM's packaging verification line to supplier beneficiaries but frames them as watchlist names, not current positions or explicit buy calls.
00:05
Aug 31
Aug 31
The author confirms an accidental mention of ASX in reply to another user.
The author confirms an accidental mention of ASX in reply to another user, without expressing any directional view or position.
LOW
06:54
Aug 27
Aug 27
"AI compute, memory, packaging names listed"
"AI-infrastructure value-chain names across compute, memory, packaging, equipment, and storage are listed as beneficiaries; no explicit directional commitment or trade call."
MED
20:55
Aug 26
Aug 26
Photonics value chain mapped post-NVDA earnings
Maps NVDA, TSM, ASX, LITE, COHR, GLW, and FN as the Spectrum-X Ethernet Photonics value chain following NVDA earnings and full production; no explicit directional call.
MED
06:38
Aug 14
Aug 14
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.
LOW
06:36
Aug 14
Aug 14
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.
LOW
06:35
Aug 14
Aug 14
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.
MED
06:26
Aug 14
Aug 14
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.
LOW
06:24
Aug 14
Aug 14
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.
LOW
06:21
Aug 14
Aug 14
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.
MED
00:34
Aug 14
Aug 14
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
Aug 14
Aug 14
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.
MED
23:26
Aug 11
Aug 11
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
Aug 11
Aug 11
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.
LOW
23:55
Aug 10
Aug 10
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
Aug 07
Aug 07
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.
LOW
23:18
Aug 06
Aug 06
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.
MED
22:45
Aug 06
Aug 06
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.
MED
21:00
Aug 06
Aug 06
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.
MED
04:21
Aug 06
Aug 06
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.
MED
03:02
Aug 06
Aug 06
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.
MED
01:24
Aug 05
Aug 05
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
Aug 05
Aug 05
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.
MED
02:47
Aug 03
Aug 03
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.
LOW
23:31
Jul 31
Jul 31
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.
MED
23:33
Jul 30
Jul 30
Monitor assembly/test providers as power module complexity drives need for external capacity.
MED
20:19
Jul 30
Jul 30
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.
MED
19:50
Jul 30
Jul 30
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.
LOW
About ASX Analyst Coverage
Buzzberg tracks ASX (ASE Technology Holding Co., Ltd.) across 16 sources. 21 bullish vs 0 bearish calls from 16 analysts. Sentiment: predominantly bullish (19%). 108 total trade ideas tracked. Past 7 days: 4 watch. Latest voices: aleabitoreddit, photoncap, pequityresearch.