On September 8, ASE Technology rose 4.32% overnight, trading at $39.21 per share, with turnover of $694,600. The broader semiconductor sector strengthened in tandem, with Intel up 3.77% and Micron Technology up 2.94%.

On the news front, ASE Technology is benefiting from a significant expansion of advanced packaging and testing orders from both Google and Intel. Google continues to increase AI capital expenditure to support its Gemini large model, AI agents, and Google Cloud services, with market estimates projecting Google TPU shipments to enter mass production by 2028, targeting 12 million to 15 million units. Intel is simultaneously accelerating its EMIB advanced packaging platform and expanding outsourced orders to ASE Technology.

ASE Technology commands leading capabilities in 2.5D, 3D advanced packaging and high-end testing. As AI chip testing times lengthen and equipment, material, and labor costs climb, high-end packaging and testing capacity has grown increasingly tight. Major OSAT firms have begun raising prices by approximately 5% to 10% depending on product mix and customer terms. ASE Technology's COO noted that Intel's EMIB and TSMC's CoWoS platforms are not in zero-sum competition, suggesting ample room for order growth across both ecosystems.

(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.)