Added to YB: 2026-02-23
Pitch date: 2026-02-19
ASX [bullish]
ASE Technology Holding Co., Ltd.
Author Info
Investing Whisperer shares independent research on micro- and small-caps in Canada and the US. Sign up for the newsletter.
Company Info
ASE Technology Holding Co., Ltd., together with its subsidiaries, provides semiconductor manufacturing services in the United States, Taiwan, rest of Asia, Europe, and internationally.
Market Cap
TWD 1.5T
Pitch Price
N/A
Price Target
40.00
Dividend
1.49%
EV/EBITDA
14.66
P/E
39.88
EV/Sales
2.70
Sector
Semiconductors and Semiconductor Equipment
Category
growth
ASE TECHNOLOGY HOLDING--ASX-NASD - The Cheapest AI Stock On The Board??
ASX: OSAT leader in AI chip packaging/testing. LEAP rev doubling to $3.2B in 2026 (was $1.6B in 2025), absorbing overflow from capacity-constrained TSMC via CoWoS 'full process' work. High-margin test biz growing 33% YoY. Q4 EPS 22c, estimates 92c for 2026, potential $1+ w/ upside. Trading 20x fwd P/E vs 50x+ for AI peers. CapEx spike signals locked orders. Target $40 (~25x $1.50 2027E EPS)
Read full article (8 min)