ASE Technology Holding (3711) Earnings Surge: August Sales Hit NT$56.47B with Strong Buy Ratings

ASE Technology Holding on Smartkarma

Analysts on Smartkarma have differing views on ASE Technology Holding. Patrick Liao, who leans bullish, notes ASEH’s expected revenue growth in Q3 despite margin declines and AI expansion. ASEH aims for long-term success through a transition to foundry-aligned scale, maintaining advanced packaging guidance amid the AI boom. Vincent Fernando’s bearish outlook is driven by global slowdown risks, modest exposure to AI drivers, and non-cheap valuation. ASE’s revenue mix still heavily relies on mature chip applications, making it vulnerable to market headwinds and uncertainties.

In a contrasting view, Patrick Liao leans bullish on ASEH’s short-term performance, foreseeing slight growth in OSAT revenue and a decline in EMS revenue for 2Q25. The automotive segment remains cautious, with strong demand for high-end products and inventory corrections for lower-end items. While some uncertainties persist, including tariffs and investments in the US, the outlook for ASEH’s automotive segment is optimistic, expecting overall growth year-on-year.

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, offers assembly and testing services to the semiconductor industry. According to the Smartkarma Smart Scores, ASE Technology Holding has received an overall positive outlook. With a momentum score of 4, the company is showing strong potential for future growth and performance. Additionally, ASE Technology Holding scores moderately well across other key factors, including value, dividend, growth, and resilience, each receiving a score of 3. This indicates a balanced performance across these important metrics.

Looking ahead, ASE Technology Holding may be positioned for long-term success based on its balanced performance in various aspects highlighted by the Smart Scores. While the company is not excelling in any one specific area, its overall positive outlook suggests a solid foundation for continued growth and stability. Investors interested in a company with steady performance across value, dividend, growth, resilience, and strong momentum may find ASE Technology Holding to be a promising investment option in the semiconductor industry.

Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
Have feedback on this article? Concerned about the content? Get in touch with us directly.

💡 Before it’s here, it’s on Smartkarma