Movement Alert|ASE Technology Rises 3.1% in Regular Trading, Semiconductor Sector Broadly Rallies as Strong Orders and Revenue Growth Sustain Momentum

Market Focus09-21

On September 21, ASE Technology rose 3.1% in regular trading, trading at $42.76/share, with turnover of $25.08 million. The gain was driven by a broad rally across the semiconductor sector alongside the company's robust fundamental backdrop.

Within the semiconductor sector, Intel surged 7.65%, Advanced Micro Devices gained 7.8%, Micron Technology climbed 3.67%, and NVIDIA rose 0.96%, with broad sector strength lifting individual names. On the fundamental side, ASE Technology reported August consolidated net revenue of NT$82.25 billion ($2.61 billion), up 45.7% year-over-year, with assembly, testing, and material revenue jumping 53% to NT$51.29 billion. The company has also secured additional advanced packaging and testing orders from Google for its TPU program and from Intel for its EMIB advanced packaging platform. With AI chip testing times lengthening and high-end packaging capacity increasingly tight, major outsourced assembly and test providers have raised quotes by approximately 5% to 10%, further supporting ASE Technology's revenue outlook. The company also recently invested $40.9 million in production equipment through its Singapore subsidiary to expand capacity.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

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