ASE Technology: Advanced Packaging Inflection Point

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Skip to contentHome page Seeking Alpha - Power to InvestorsTaiwanNov. 18, 2025 6:23 AM ETASE Technology Holding Co., Ltd. (ASX) StockASXJoseph Mwangi919 FollowersCommentsASE Technology Holding Co. is experiencing renewed growth, driven by surging demand for advanced semiconductor packaging and TSMC outsourcing CoWoS orders.ASX stock has returned 52.4% over the past year, rebounding from industry downturns and inventory corrections that impacted 2023 and early 2024 results.Q3 2025 results show three consecutive quarters of revenue growth, with strong performance in the ATM segment and improved margins despite ongoing industry headwinds.ASE's diversified customer base and significant capex investments position ASX to benefit from the expanding advanced packaging market, projected to reach $80 billion by 2030.luza studios/E+ via Getty ImagesIt’s been quite some time since I last covered Taiwan Semiconductor Manufacturing Company Limited (TSM), prior to this ticker becoming a popular, high-octane stock following the construction of its first-ever advanced semiconductor factory in the United States. The massive Phoenix, ArizonaThis article was written byJoseph Mwangi919 FollowersI'm an avid investor with a long-term, and sometimes contrarian, approach to equities investing. I started out as a Tech analyst but now also cover Commodities and Energy sectors as the world navigates the energy transition.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsRecommended For YouTo ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.