ASE Technology Holding (3711) Earnings: November Sales Surge by 11.1% to NT$58.82 Billion, Backed by Strong Buy Ratings

ASE Technology Holding on Smartkarma

Analysts on Smartkarma are closely following the latest developments of ASE Technology Holding. Patrick Liao, in his report titled “ASEH (3711.TT; ASX.US): 3Q25 ATM Record High; 4Q25 Modest Growth; 2025 ATM Revenue +20% YoY (USD),” anticipates a 1-2% QoQ revenue growth in the fourth quarter of 2025, attributing it to increased demand in AI and HPC. Despite some packaging challenges, the investment in wafer probing for AI and non-AI devices is expected to drive positive results. The outlook suggests a promising future, with testing revenue outperforming and set to grow significantly compared to packaging revenue by 2025.

In another report, Patrick Liao discusses the FX impact on ASEH and the attention AI is garnering. Despite a slight decline in GM and OPM QoQ, ASEH remains optimistic about revenue growth in Q3. With a focus on aligning with foundry scale for long-term success, ASEH maintains its advanced packaging guidance amidst the AI boom. The company’s strategic shift towards a foundry-aligned scale signifies a step towards sustainable growth and adaptation to evolving market trends.

A look at ASE Technology Holding Smart Scores

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

ASE Technology Holding Co., Ltd., a company based in Taiwan, presents a mixed outlook for investors according to Smartkarma Smart Scores. Assessing different aspects of the company, it garnered a rating of 2 for Value, suggesting a moderate standing in terms of its valuation. While not the highest score, it indicates that the company may still hold some potential in this area. The Dividend score of 3 signifies a reasonable dividend performance, offering investors a moderate level of return on their investment. Growth and Resilience are both rated at 3, showing a stable outlook in these areas. Momentum, on the other hand, boasts a high score of 5, indicating strong upward momentum for the company.

Overall, ASE Technology Holding presents a promising picture with a notable emphasis on Momentum. While Value may not be its strongest suit, the company’s performance in Dividend, Growth, and Resilience categories suggests stability and potential for future growth. Investors keen on a company showing strong momentum might find ASE Technology Holding an appealing choice, with its diverse range of services including outsourced assembly, semiconductor testing, and packaging offered to the market.

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