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TWN Nasdaq USD

ASE Technology Holding Co., Ltd. provides semiconductor packaging, assembly, and testing services as an ADR listed on Nasdaq, supporting advanced AI chips and high-performance computing through outsourced assembly of GPUs and HBM.

Snapshot
Country TWN TWN
ExchangeNasdaq
AI Layer chipsinfra
Category 2.30 Advanced Semiconductor Packaging & Optical Interconnects
Sentiment 62.0%
USD Mkt Cap102.77B
USD Revenue711.21B
USD Net Income60.78B
P/E47.55
fwd P/E20.21
PEG4.96
Price 3M+3.2%
Price 6M+84.7%
Price 1Y+259.3%
Price 2Y+331.1%
USD Share Price39.70
Price History
Price & Size
Price 39.47 USD
Market Cap 102.77B USD
Shares Outstanding 2.60B
Shares Float 1.63B
52w Low 10.93 USD
52w High 45.52 USD
Avg Volume 9.20M
Valuation
P/E (trailing) 47.5x
P/E (forward) 20.2x
P/B 7.06x
Enterprise Value 306.93B USD
Book Value / Share 5.59 USD
PEG Ratio 4.96x
P/S 0.14x
EV / Revenue 0.43x
EV / EBITDA 2.19x
Income
Revenue 711.21B USD
Revenue / Share 325.81 USD
EBITDA 140.01B USD
Net Income 60.78B USD
EPS (trailing) 0.83 USD
EPS (forward) 1.95 USD
Margins & Profitability
Gross Margin 19.5%
Operating Margin 11.1%
Profit Margin 8.6%
EBITDA Margin 19.7%
Return on Equity 17.0%
Return on Assets 4.7%
Growth
Revenue Growth 26.7%
Earnings Growth 171.2%
Cash & Debt
Total Cash 105.64B USD
Total Debt 295.79B USD
Free Cash Flow -104.67B USD
Operating Cash Flow 168.83B USD
Debt / Equity 0.71x
Current Ratio 1.07x
Quick Ratio 0.79x
Dividend
Rate 0.42 USD
Yield 1.1%
Payout Ratio 51.0%
Ex-Date 2026-07-06
Risk
Beta 1.57
Analyst Consensus
Target (Mean) 51.00 USD
Target (Median) 51.00 USD
Target (High) 51.00 USD
Target (Low) 51.00 USD
Recommendation strong_buy
# Analysts 1
Identifiers
ISINUS00211R1014
CUSIPQ0428L102
FIGIBBG000QXC6X9
SEDOLBF020B3
Sentiment 62.0%
Positive drivers

Strong demand for advanced semiconductor packaging solutions driven by AI chip proliferation from major clients like NVIDIA and AMD boosted revenue projections. Positive analyst upgrades highlighted ASE's capacity expansions in Taiwan and Malaysia aligning with 2026 AI infrastructure buildouts. Strategic partnerships in high-performance computing segments contributed to upward revisions in earnings estimates.

Neutral / mixed

Global semiconductor market fluctuations and ongoing US-China trade tensions created mixed signals without clear directional impact. Currency exchange rate volatility between TWD and USD introduced some uncertainty in reported margins. Seasonal inventory adjustments in the electronics supply chain balanced out any short-term gains or losses.

Negative drivers

Rising competition from peers like Amkor and JCET pressured pricing in mature packaging technologies. Macroeconomic concerns over potential slowdowns in consumer electronics spending weighed on broader sector sentiment. Delays in certain customer qualification processes for new advanced nodes slightly tempered growth expectations.

Bottom line

Overall sentiment remains moderately positive amid AI tailwinds, tempered by competitive and macro headwinds. The 30-day window reflects cautious optimism for ASE's positioning in the AI supply chain.