← AI Companies
Provides semiconductor packaging, assembly, and testing services essential for advanced AI chips and high-performance computing.
Snapshot
| Country |
TWN
|
| Exchange | Taiwan |
| AI Layer |
chips
|
| Category |
2.20 Semiconductor Foundry & OSAT
|
| Sentiment |
68.0% |
| USD Mkt Cap | 101.91B |
| USD Revenue | 22.52B |
| USD Net Income | 1.92B |
| P/E | 47.39 |
| fwd P/E | 22.04 |
| PEG | 0.99 |
| Price 3M | +4.2% |
| Price 6M | +80.1% |
| Price 1Y | +268.3% |
| Price 2Y | +332.7% |
| USD Share Price | 19.48 |
Price & Size
| Price |
618.00 TWD |
| Market Cap |
3.22T TWD |
| Shares Outstanding |
5.21B |
| Shares Float |
3.26B |
| 52w Low |
162.50 TWD |
| 52w High |
729.00 TWD |
| Avg Volume |
21.68M |
Valuation
| P/E (trailing) |
47.4x |
| P/E (forward) |
22.0x |
| P/B |
6.98x |
| Enterprise Value |
2.94T TWD |
| Book Value / Share |
88.50 TWD |
| PEG Ratio |
0.99x |
| P/S |
4.52x |
| EV / Revenue |
4.13x |
| EV / EBITDA |
20.98x |
Income
| Revenue |
711.21B TWD |
| Revenue / Share |
162.90 TWD |
| EBITDA |
140.01B TWD |
| Net Income |
60.78B TWD |
| EPS (trailing) |
13.04 TWD |
| EPS (forward) |
28.04 TWD |
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 TWD |
| Total Debt |
295.79B TWD |
| Free Cash Flow |
-104.67B TWD |
| Operating Cash Flow |
168.83B TWD |
| Debt / Equity |
0.71x |
| Current Ratio |
1.07x |
| Quick Ratio |
0.79x |
Dividend
| Rate |
6.58 TWD |
| Yield |
1.1% |
| Payout Ratio |
50.5% |
| Ex-Date |
2026-07-03 |
Analyst Consensus
| Target (Mean) |
707.47 TWD |
| Target (Median) |
700.00 TWD |
| Target (High) |
840.00 TWD |
| Target (Low) |
545.00 TWD |
| Recommendation |
strong_buy |
| # Analysts |
17 |
Identifiers
| ISIN | TW0003711008 |
| FIGI | BBG00JVDCH13 |
Sentiment 68.0%
as of Sep 12, 2026
Positive drivers
Strong demand for advanced semiconductor packaging driven by AI accelerator chips from major clients like NVIDIA and AMD boosted revenue projections. Recent capacity expansions in Taiwan and Malaysia positioned ASE to capture more high-margin OSAT business in the AI supply chain. Positive analyst upgrades highlighted the company's role in heterogeneous integration technologies critical for next-gen AI hardware.
Neutral / mixed
Global semiconductor cycle recovery remains uneven with mixed signals from consumer electronics end-markets offsetting AI strength. Currency fluctuations between TWD and USD introduced some earnings volatility without clear directional impact. Ongoing industry consolidation talks created uncertainty around potential M&A activity involving ASE.
Negative drivers
Geopolitical tensions in the Taiwan Strait raised supply chain risk premiums and prompted some customer diversification away from Taiwan-based providers. Rising competition from Samsung and Intel in advanced packaging threatened ASE's market share in high-end segments. Higher interest rates continued to pressure valuation multiples for capital-intensive semiconductor firms.
Bottom line
Sentiment for ASE remains moderately positive on the back of AI-driven structural growth despite macro and geopolitical headwinds. The company is viewed as a key beneficiary of the AI buildout with risks largely priced in.