We recently published 10 Stocks Withstanding Market Turbulence. ASE Technology Holding Co. Ltd. (NYSE:ASX) was one of the best performers on Thursday. ASE Technology snapped a two-day losing streak on Thursday, jumping 6.69 percent to finish at $20.26 apiece as investors took heart from a strong earnings performance in the full-year and fourth quarter of 2025. In an updated report, ASE Technology Holding Co. Ltd. (NYSE:ASX) said that attributable net income in full-year 2025 jumped by 25 percent to NT$40 ...

On “Taiwan Plus One,” Wu said ASE is expanding its footprint outside Taiwan—particularly in Penang—to serve customers whose wafers may not be produced in Taiwan, with a focus on automotive and potential future robotics applications. He added that Korea and the Philippines are also part of the footprint strategy, though Penang is expected to be the primary ramp region outside Taiwan.Wu said the company expects the “mainstream” businesses—IoT, automotive, and general industrial—to recover better in 2026 than ...

ASE Technology (NYSE:ASX) Q4 2025 Earnings call February 05, 2026 02:00 AM ET Company ParticipantsAlan Patterson - AuthorGokul Hariharan - Managing DirectorJoseph Tung - CFOKen Hsiang - Head of Investor RelationsTien Wu - COOConference Call ParticipantsCharlie Chan - Executive Director and Technology Research AnalystLaura Chen - AnalystSunny Lin - Stock AnalystNone - AnalystNone - AnalystKen HsiangHello, I am Ken Hsiang, the Head of Investor Relations for ASE Technology Holding. Welcome to our fourth quarte ...

ASE Technology (NYSE:ASX) Q4 2025 Earnings call February 05, 2026 02:00 AM ET Company ParticipantsAlan Patterson - AuthorGokul Hariharan - Managing DirectorJoseph Tung - CFOKen Hsiang - Head of Investor RelationsTien Wu - COOConference Call ParticipantsCharlie Chan - Executive Director and Technology Research AnalystLaura Chen - AnalystSunny Lin - Stock AnalystNone - AnalystNone - AnalystKen HsiangHello, I am Ken Hsiang, the Head of Investor Relations for ASE Technology Holding. Welcome to our fourth quarte ...

ASE Technology (NYSE:ASX) Q4 2025 Earnings call February 05, 2026 02:00 AM ET Speaker5Hello, I am Ken Hsiang, the Head of Investor Relations for ASE Technology Holding. Welcome to our fourth quarter and full year 2025 earnings release. I'm joined today by Dr. Tien Wu, our COO, and Joseph Tung, our CFO. Thank you for attending our earnings release today. Please refer to our safe harbor notice on page 2. All participants consent to having their voices and questions broadcast via participation in this event. I ...

Market Dynamics and Positioning Fourth Quarter 2025 Earnings Release ASE Technology Holding 5 February, 2026 Safe Harbor Notice This presentation contains "forward-looking statements" within the meaning of Section 27A of the United States Securities Act of 1933, as amended, and Section 21E of the United States Securities Exchange Act of 1934, as amended. These statements are made under the "safe harbor" provisions of the U.S. Private Securities Litigation Reform Act of 1995. Although these forward-looking s ...

Core Viewpoint - ASE Technology Holding Co., Ltd. reported a significant increase in net revenues for the fourth quarter of 2025, indicating strong performance in the semiconductor assembly and testing services sector [1] Financial Performance - The company achieved unaudited net revenues of NT$177,915 million for 4Q25, representing a year-over-year increase of 9.6% and a sequential increase of 5.5% [1]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 盛和资源遭澳大利亚ETM公司单方面宣布合作终止，对方正推进格陵兰岛稀土项目 终止原因是什么？ 盛和资源如何应对？ 每经记者|胥帅 每经编辑|文多 十年稀土战略合作突生国际纠纷，中国稀土企业的海外投资权益遭遇挑战。 协议约定双方建立战略合作关系，且上市公司方面享有持有股份的反稀释权利。2016年12月，盛和资源 公告该事项已完成。 自上述投资达成至今，格陵兰公司先后进行了多轮股份增发并完成了公司更名（更名后名为ETM公 司）。2024年1月，盛和资源通过行使反稀释权利认购ETM公司发行普通股股份436.73万股，截至刚刚 披露日，上市公司通过控股子公司合计持有1.29亿股ETM公司普通股股份，持股比例约为6.5%。 近日，ETM公司发布公告，单方面宣布其与公司于2016年建立的战略合作关系已实质终止，认为公司 享有的"增持权"已失效，并计划向澳交所申请正式确认该战略关系终止及增持权失效。 盛和资源对ETM的上述观点不予认可。 经初步评估，上述事项预计不会对上市公司产生重大影响。一方面，盛和资源对ETM公司累计投资金 额2434.57万元， ...

近日，ETM公司发布公告，单方面宣布其与公司于2016年建立的战略合作关系已实质终止，认为公司 享有的"增持权"已失效，并计划向澳交所申请正式确认该战略关系终止及增持权失效。 盛和资源对ETM的上述观点不予认可。 经初步评估，上述事项预计不会对上市公司产生重大影响。一方面，盛和资源对ETM公司累计投资金 额2434.57万元，截至2025年9月30日，盛和资源持有ETM公司股权较初始投资累计实现公允价值增值并 计入其他综合收益金额折算人民币约为1722万元。另一方面，截至目前，ETM公司所属科瓦内湾 （Kvanefijeld）稀土项目尚未取得采矿权证，该公司尚未从事实质性生产经营活动，不会对公司业务造 成负面影响。 《每日经济新闻》记者查询盛和资源2016年公告发现，格陵兰公司主要业务是矿产资源的勘探和开采， 通过全资子公司拥有的位于格陵兰岛南部的科瓦内湾项目，当时已完成可行性研究报告、社会与环境影 响评估，递交了采矿证申请。科瓦内湾项目包括Kvanefjeld矿床、Srensen矿床、Zone3矿床等大规模多 十年稀土战略合作突生国际纠纷，中国稀土企业的海外投资权益遭遇挑战。 2月2日晚间，盛和资源（SH6 ...

据中国台湾工商时报，AI需求强劲，封测订单能见度高，日月光封测价格涨幅可达5%-20%，高于先前的5%-10% 涨幅预期。 【中泰电子】半导体全面涨价，重视重资产封测！ 据中国台湾工商时报，AI需求强劲，封测订单能见度高，日月光封测价格涨幅可达5%-20%，高于先前的5%-10% 涨幅预期。 需求：先进封装为AI芯片必选项，随着26年先进制造端的扩产爬坡放量，封测端有望迎来需求爆发节点。 供给：本土封测厂商积极布局2.5D/3D封装，并持续高Capex投入扩产，具备承接需求爆发的基础。 2.5D/3D封装（以盛合晶微的芯粒多芯片集成封装为例）单价有 【中泰电子】半导体全面涨价，重视重资产封测！ 需求：先进封装为AI芯片必选项，随着26年先进制造端的扩产爬坡放量，封测端有望迎来需求爆发节点。 供给：本土封测厂商积极布局2.5D/3D封装，并持续高Capex投入扩产，具备承接需求爆发的基础。 2.5D/3D封装（以盛合晶微的芯粒多芯片集成封装为例）单价有望达5万元/片，毛利率约30%+（产能爬坡，稼动率 63%情况下）。假设1万片/月，一年有望带来60亿增量营收，带来高净利增厚！ 先进封装深度报告： 【中泰电子】 ...