On September 9, ASE Technology rose 3.52% in regular trading, trading at $41.09/share, with turnover of approximately $14.63 million. The rally was driven by the release of strong August revenue data and sustained momentum in advanced packaging orders.

ASE Technology reported August net revenue of NT$82.25 billion (approximately $2.61 billion), representing a 45.7% year-over-year increase. Notably, the assembly, testing, and material segment posted a 53% YoY jump to NT$51.29 billion, underscoring robust demand for advanced packaging and testing services. The company commands key capabilities in 2.5D and 3D advanced packaging as well as high-end testing, positioning it as a primary beneficiary of surging AI chip complexity. Previously disclosed order wins from Google for TPU advanced packaging and from Intel for its EMIB platform expansion have further bolstered the demand outlook. Market estimates project Google TPU shipments could reach 12 to 15 million units by 2028. Meanwhile, pricing tailwinds from earlier 5% to 10% rate increases in advanced packaging and testing services are now materializing in reported figures, as high-end capacity grows increasingly tight across the industry.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)