
What smart money is saying about ASE Technology Holding Co., Ltd.
1 fund in our archive has pitched ASE Technology Holding Co., Ltd. — most recently Antipodes Emerging Markets Fund in December 2025.
ASE Technology Holding Co., Ltd. provides a range of semiconductors packaging and testing, and electronic manufacturing services in the United States, Taiwan, rest of Asia, Europe, and internationally. It offers packaging services, including flip chip ball grid array (BGA) and chip scale package (CSP), advanced chip scale packages, quad flat packages, low profile and thin quad flat packages, bump chip carrier and quad flat no-lead (QFN) packages, advanced QFN packages, plastic BGAs, and 3D chip packages; stacked die solutions in various packages; and copper and silver wire bonding solutions. The company also provides advanced packages, such as flip chip BGA; heat-spreader FCBGA; flip-chip CSP; hybrid FCCSP; flip chip package in package and package on package (POP); advanced single sided substrate; high-bandwidth POP; fan-out wafer-level packaging; SESUB; and 2.5D silicon interposer. In addition, it offers IC wire bonding packages; system-in-package products (SiP) and modules; and interconnect materials, as well as assembles automotive electronic products. Further, the company provides a range of semiconductor testing services, including front-end engineering testing, wafer probing, logic/mixed-signal/RF module and SiP/MEMS/discrete final testing, and other test-related services, as well as drop shipment services. Additionally, it develops, constructs, sells, leases, and manages real estate properties; produces substrates; offers information software, equipment leasing, investment advisory, and warehousing management services; processes and sells computer and communication peripherals, electronic components, telecommunications equipment, and motherboards; and imports and exports goods and technology. The company was incorporated in 1984 and is headquartered in Kaohsiung, Taiwan.
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Position history
Between Q4 2025 and Q2 2026, 2 fund letters reported a position in ASE Technology Holding Co., Ltd., with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 0 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
Fund activity · 2 positions
- June 2026
Listed in Hood River CM Emerging Markets Fund’s reported holdings.
ASE Technology Holding Co., Ltd. - June 2026
“Key stock contributors to performance over the Quarter included: • Infineon Technologies posted strong gains as investors responded to accelerating AI-related semiconductor demand and upgraded guidance. Management raised FY2026 sales and margin expectations, citing strong growth in power solutions for AI data centres and strong momentum in automotive microcontrollers. The company also highlighted plans for increased investment in advanced manufacturing capacity, reinforcing investor confidence in longer-term earnings growth. Infineon also benefited from the broader rotation into semiconductor names leveraged to AI infrastructure spending and electrification trends. • Similarly, Taiwanese based ASE Technology Holding Co. surged over the Quarter as investors increasingly recognised its strategic position in the AI semiconductor supply chain.”
ASE Technology Holding Co., Ltd.
Fund coverage · 1 thesis
- Antipodes Emerging Markets FundDecember 2025
ASE Technology Holding is a leading OSAT partner to TSMC benefiting from AI-driven advanced packaging demand, with strong earnings growth and an undemanding valuation.
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