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】 ...

Core Insights - The article provides a comprehensive comparison of Analog Devices (ADI) against its key competitors in the Semiconductors & Semiconductor Equipment industry, focusing on financial metrics, market position, and growth prospects to offer insights for investors [1] Company Overview - Analog Devices Inc is a chipmaker specializing in analog, mixed-signal, and digital-signal processing, with a significant portion of its sales directed towards industrial and automotive markets [2] Financial Metrics Comparison - Analog Devices has a Price to Earnings (P/E) ratio of 64.24, which is 0.63x lower than the industry average, indicating favorable growth potential [3] - The Price to Book (P/B) ratio stands at 4.24, which is 0.43x below the industry average, suggesting potential undervaluation [3] - The Price to Sales (P/S) ratio of 13.20 is 1.06x above the industry average, indicating possible overvaluation in relation to sales performance [3] - The Return on Equity (ROE) is 2.32%, which is 3.43% below the industry average, suggesting inefficiency in profit generation from equity [3] - EBITDA is reported at $1.47 billion, which is 0.04x below the industry average, indicating potential financial challenges [3] Profitability and Growth - The gross profit of Analog Devices is $1.94 billion, which is 0.06x below the industry average, indicating lower revenue after production costs [8] - Revenue growth for Analog Devices is 25.91%, significantly below the industry average of 33.49%, suggesting challenges in increasing sales volume [8] Debt-to-Equity Ratio - Analog Devices has a debt-to-equity ratio of 0.26, indicating a stronger financial position compared to its top 4 peers, as it relies less on debt financing [11]

PresentationSunny LinUBS Investment Bank, Research Division Good morning, good evening. Thank you all for attending the conference call with ASE. I'm Sunny Lin, covering Greater China [ Semis ] at UBS. It's my great honor to host Mr. Yin Chang, Executive VP of ASE for Sales and Marketing. He will be sharing with us how advanced packaging innovations are evolving to support cloud AI technologies. ASE's IR team, Ken Hsiang, Iris Wu, Chiayi Liao will also be on the line as well to take questions with Yin towar ...

Core Insights - ASE is focusing on advanced packaging innovations to support cloud AI technologies [1] Group 1: Company Overview - ASE's Executive VP of Sales and Marketing, Yin Chang, is leading the discussion on the evolution of packaging innovations [1] - The IR team from ASE, including Ken Hsiang, Iris Wu, and Chiayi Liao, is available for questions during the conference call [1] Group 2: Industry Context - The conference call is part of a broader discussion on how the semiconductor industry is adapting to the demands of cloud AI technologies [1]

Group 1: Stock Performances - FTAI Aviation Ltd. gained 21.42% this week following the announcement of FTAI Power [1] - Symbotic Inc. soared 11.73% this week [1] - Sandisk Corporation increased by 6.17% this week [1] - Micron Technology, Inc. rose 8.77% this week, with semiconductor stocks showing positive sentiment [2] - ASML Holding N.V. experienced a rise of 9.72% this week [2] - Intel Corporation increased by 8.90% this week [2] - ASE Technology Holding Co., Ltd. rose 6.71% this week [2] - Bloom Energy Corporation gained 10.9% this week, attributed to optimism regarding AI technology and energy production [3] - Reddit, Inc. soared 9.57% this week, influenced by discussions on California's proposed billionaire wealth tax [3] - Taiwan Semiconductor Manufacturing Company Ltd. increased by 6.86% this week after receiving an annual export license from the US Department of Commerce [4]

Core Viewpoint - The Australian Securities and Investments Commission (ASIC) has initiated civil penalty proceedings against BDO Audit (WA) and its director, Dean Just, for allegedly providing materially false or misleading audit reports for Dubber Corporation for the financial years ending 30 June 2020, 2021, and 2022 [1][2]. Group 1: Allegations and Findings - ASIC alleges that the audit reports from BDO claimed that Dubber Group's financial reports presented a true and fair view and complied with Australian Auditing Standards, despite the financial statements being "materially misstated" [2]. - Dean Just served as the lead auditor during the period in question, and Dubber identified inconsistencies regarding funds held by a third-party trustee during a review of its half-year accounts to 31 December 2023 [3]. - Dubber reported a maximum financial exposure of A$26.6 million and indicated that its former CEO and the third-party trustee were likely involved in the unauthorized use of those funds [4]. Group 2: Legal Proceedings and Statements - Dubber has filed proceedings in the Federal Court of Australia against its former auditors at BDO Audit (WA), seeking up to A$26,605,000 plus interest and costs [4][5]. - ASIC's deputy chair emphasized that auditor misconduct is a key enforcement priority and that confidence in auditors is critical for market integrity and informed investor decisions [5].

Winnipeg, Manitoba--(Newsfile Corp. - December 22, 2025) - Snow Lake Resources Ltd., d/b/a Snow Lake Energy (NASDAQ: LITM) ("Snow Lake"), a uranium exploration and development company, announces that Global Uranium and Enrichment Limited's ("GUE") Scheme Booklet has today been registered by the Australian Securities and Investments Commission ("ASIC").As previously announced by Snow Lake:On October 26, 2025 in relation to the proposed acquisition by Snow Lake of all of the fully paid ordinary shares in GUE ...

Core Insights - ASE Technology Holding Co. is recognized as one of the 10 most undervalued semiconductor stocks, demonstrating stability and strength in the semiconductor industry [1] - The company reported a net revenue of NT$58,820 million for November, reflecting a 2.3% month-over-month decline but an 11.1% year-over-year increase [1][2] - In U.S. dollar terms, November revenue totaled $1,903 million, indicating a sequential decline of 3.9% but a year-over-year increase of 15.5% [2] Revenue Breakdown - The ATM (assembly, testing, and materials) segment generated NT$36,082 million in revenue for November, showing a slight increase of 0.1% from October and a strong year-over-year growth of 23.6% [3] - In U.S. dollar terms, the ATM segment's revenue was $1,167 million, reflecting a 1.5% decline from October but a significant year-over-year growth of 28.5% [3] - The performance of the ATM segment highlights solid demand for assembly and testing services, contributing significantly to the company's overall growth trajectory [3] Company Overview - ASE Technology Holding Co. provides semiconductor manufacturing services across various regions, including Taiwan, Europe, the United States, and Asia [4] - The company operates in four segments: Testing, Packaging, EMS, and Others, offering services such as front-end engineering testing, semiconductor packaging, final testing, wafer probing, and interconnect materials production [4]

Group 1 - TasFoods has received two indicative non-binding proposals for its Nichols poultry business as it reassesses the unit [1] - The company is engaging with the parties behind the proposals and is considering all options, including divestment, although the discussions are not at an advanced stage [1] - In August, TasFoods announced a review of its poultry operations and recorded a non-cash impairment of A$1.2 million in the poultry division [2] Group 2 - Sales revenue for continued operations, including poultry and cheese, fell 21% year-on-year to A$19.9 million due to poultry oversupply and discounted pricing [3] - The gross margin for the poultry division decreased to 22% from 23% in the previous year [3] - TasFoods has been reshaping its portfolio, including the sale of its Pyengana Dairy operation for A$2 million and the acquisition of Redbank Poultry for A$1.3 million [4][5]

Core Viewpoint - Genius Group Limited has appointed DLA Piper as an advisor for its application for a dual listing on the Australian Securities Exchange (ASX) to enhance shareholder value and accessibility [1][5]. Group 1: Dual Listing Process - The Board of Directors approved the pursuit of a dual listing on August 8, 2025, focusing on enhancing shareholder value and accessibility [2]. - The Company has shortlisted three potential exchanges: ASX, KRX (South Korea), and HKEX (Hong Kong), ultimately selecting ASX as the preferred venue [3][4]. - DLA Piper will prepare and lodge an In Principle Advice Application with ASX within the next 45 days, with the dual listing process expected to take approximately four months, pending ASX approval [5][6]. Group 2: ASX Advantages - ASX provides a streamlined pathway for NYSE Amex listed companies to access a deep Asia-Pacific investor base while maintaining their primary U.S. listing [3]. - The ASX framework allows for trading through CHESS Depositary Interests (CDIs), enabling local investors to trade economic interests in GNS shares registered in the U.S. [4]. - ASX has over 2,000 listed entities and a daily trading volume exceeding US$3 billion, making it an ideal exchange for an international education company like Genius Group [7]. Group 3: Company Overview - Genius Group is a Bitcoin-first business offering AI-powered education and acceleration solutions, serving 6 million users across over 100 countries [8]. - The Company focuses on personalized, entrepreneurial AI pathways that integrate human talent with AI skills and solutions at various levels, including individual, enterprise, and government [8].