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ASE Technology Holding Co., Ltd. (ASX)

Taiwan-based semiconductor and electronics manufacturing group, one of the world's largest outsourced semiconductor assembly and test (OSAT) providers. Operates two main businesses: ATM (Assembly, Test and Measurement — the core, high-margin segment) and EMS (Electronic Manufacturing Services via subsidiary USI Group). Founded in 1984 and headquartered in Kaohsiung, Taiwan. Provides advanced packaging solutions including system-in-package, fan-out, substrate-based packaging, and heterogeneous integration for AI and HPC applications.

semiconductorsdata centerscompute AI Adjacency 57/100 Confidence 80%

Taiwan · founded 1984 · ticker ASX
Updated 2026-09-12· researched 2026-09-12· next review 2026-10-12· listed 2026-09-12
⚠ research overdue — re-review queued

Why it matters to AI

ASE Technology Holding Co., Ltd. operates within the AI industrial ecosystem across semiconductors, data centers, compute. Its role sits and upstream of 10 dependencies.

AI Dependency Map

COMPETES_WITH amkor-technology 0 src · 90%
COMPETES_WITH united-microelectronics 0 src · 30%
OWNS global-advanced-packaging-technology-limited 0 src · 85%
OWNS a-s-e-enterprises-limited 0 src · 70%
FUNDED_BY blackrock-institutional-trust-co-na 0 src · 80%
FUNDED_BY goldman-sachs-group-inc 0 src · 80%
FUNDED_BY bank-of-america-corp-de 0 src · 80%
FUNDED_BY lazard-asset-management-llc 0 src · 80%
FUNDED_BY rafferty-asset-management-llc 0 src · 80%
OPERATES leap-leading-edge-advanced-packaging 0 src · 90%

Competitors

amkor-technology 90%
united-microelectronics 30%

Facilities

operates leap-leading-edge-advanced-packaging

Ecosystem Map

Neighborhood grouped by layer — click any node to explore. Depth:

competes withcompetes withownsownsfunded byfunded byfunded byfunded byfunded byoperatesASE Technology …otherLeap Leading Ed…Leap Leading Edge Advanced Packaging (company)Amkor TechnologyAmkor Technology (company)United Microele…United Microelectronics (company)Global Advanced…Global Advanced Packaging Technology Limited (company)Goldman Sachs G…Goldman Sachs Group Inc. (fund)Bank of America…Bank of America Corp DE (fund)Lazard Asset Ma…Lazard Asset Management LLC (fund)Rafferty Asset …Rafferty Asset Management LLC (fund)BlackRock Insti…BlackRock Institutional Trust Co. NA (fund)A.S.E. Enterpri…A.S.E. Enterprises Limited (company)

Claims & Evidence

JC International Holdings Ltd. holds approximately 15.31% of ASE Technology's shares.
✓ verified 60% confidence · 1 source(s)
ASE Technology is one of the world's largest outsourced semiconductor assembly and test (OSAT) providers.
✓ verified 60% confidence · 1 source(s)
ASE Technology's ATM business posted record revenues of NT$112.4 billion in Q1 2026, up 29.7% year over year.
✓ verified 60% confidence · 1 source(s)
Is ASE Technology Becoming an Underappreciated AI Winner? · Tradingview · rel 55% · hash 86d34134
The ATM segment contributes about 65% of consolidated revenue and more than 90% of operating profit.
✓ verified 60% confidence · 1 source(s)
Is ASE Technology Becoming an Underappreciated AI Winner? · financial filing · Yahoo · rel 90% · hash a4889bda
ASE's advanced-packaging unit (LEAP) revenue grew from $0.6 billion in 2024 to $1.6 billion in 2025, with a target of $3.2 billion in 2026.
✓ verified 60% confidence · 1 source(s)
ASE invested roughly $5.5 billion in new equipment and facilities in 2025, approximately 1.4 times its cash earnings and roughly double what rival Amkor plans to spend.
✓ verified 60% confidence · 1 source(s)
ASE Technology operates two businesses: ATM (packaging and testing chips) and EMS (contract manufacturing via USI Group).
✓ verified 60% confidence · 1 source(s)
ASE Technology was founded in 1984 and is headquartered in Kaohsiung, Taiwan.
✓ verified 60% confidence · 1 source(s)
ASE Technology Strategy and Business Model · social media · Umbrex · rel 50% · hash f89ba06c
ASE emphasizes higher-end packaging technologies including system-in-package, fan-out, substrate-based packaging, and heterogeneous integration.
✓ verified 60% confidence · 1 source(s)
ASE Technology Strategy and Business Model · social media · Umbrex · rel 50% · hash f89ba06c
A.S.E. Enterprises Limited holds approximately 15.57% of ASE Technology's shares.
✓ verified 60% confidence · 1 source(s)
ASE Technology Holding Co., Ltd. and Subsidiaries · Todayir · rel 55% · hash cd9438f3
ASE Technology benefits from surging AI adoption, growing HPC demand, and increasing complexity in chip design.
✓ verified 60% confidence · 1 source(s)
Institutional investors including BlackRock, Goldman Sachs, Bank of America, Lazard, and Rafferty Asset Management hold stakes in ASE Technology.
✓ verified 60% confidence · 1 source(s)

Data Confidence

Overall 80% · 100% of 12 claims verified · 8 source(s) · mean reliability 59% · AI Adjacency 57/100 · Criticality 22/100 · evidence breakdown →

If ASE Technology Holding Co., Ltd. disappeared

Criticality 22/100 (calculated v1 — downstream reach, substitutes, concentration, geography, uniqueness). Impact analysis →

Sources (8)

ASE Technology Holding Co., Ltd.: Shareholders, Shareholding Structure · Marketscreener · rel 55%
ASE Technology Rides on AI & Advanced Packaging Boom: Worth a Buy? · Zacks · rel 55%
Is ASE Technology Becoming an Underappreciated AI Winner? · Tradingview · rel 55%
Is ASE Technology Becoming an Underappreciated AI Winner? · financial filing · Yahoo · rel 90%
ASE Technology Holding: Advanced Packaging, LEAP Strategy, and the AI Infrastructure Cycle · Tistory · rel 55%
ASE Technology Strategy and Business Model · social media · Umbrex · rel 50%
ASE Technology Holding Co., Ltd. and Subsidiaries · Todayir · rel 55%
315,750 Shares in ASE Technology Holding Co., Ltd. $ASX Acquired by Nykredit A S · Marketbeat · rel 55%

Timeline

View as of:
criticality_score changed 2026-09-16
26 → 22
criticality_score changed 2026-09-13
null → 26
ai_adjacency_score changed 2026-09-13
null → 57

Machine-readable

ase-technology-holding-co-ltd.json · full · ase-technology-holding-co-ltd/ld.json