ASE Group
About: ASE Technology Holding Co Ltd is a semiconductor assembly and testing firm. The company operates in segments: Packaging, Testing, and Electronic Manufacturing Services. Of these, Packaging segment contribute the maximum revenue. The packaging segment involves packaging bare semiconductors into completed semiconductors with improved electrical and thermal characteristics. The Testing Segment includes front-end engineering testing, wafer probing, and final testing services. In the EMS segment, the company designs manufactures, and sells electronic components and telecommunication equipment motherboards. The company is based in Taiwan but garners over half its sales from firms in the United States.
Employees: 100,450
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
76% more call options, than puts
Call options by funds: $1.31M | Put options by funds: $744K
52% more repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 79
9% more capital invested
Capital invested by funds: $1.54B [Q1] → $1.68B (+$131M) [Q2]
3.36% more ownership
Funds ownership: 3.98% [Q1] → 7.34% (+3.36%) [Q2]
4% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 47
4% less funds holding
Funds holding: 287 [Q1] → 275 (-12) [Q2]
100% less funds holding in top 10
Funds holding in top 10: 4 [Q1] → 0 (-4) [Q2]
Financial journalist opinion
