{"city":"Kaohsiung","name":"ASE Technology Holding","slug":"ase-technology-holding","facts":[{"date":"2026-05-01","type":"setback","value":"EMS revenue declined 5.2% year over year to NT$257.2 billion, primarily because of slow recovery in general communications and automotive products.","source":"sec.gov"},{"date":"2026-05-01","type":"revenue","value":"EMS revenue declined 5.2% year over year.","source":"sec.gov"},{"date":"2026-05-01","type":"partnership","value":"ASE and WUS announced a strategic collaboration to build an advanced AI-packaging hub in Kaohsiung focused on FOCoS and FC-BGA capacity.","source":"ase.aseglobal.com"},{"date":"2026-02-01","type":"setback","value":"Q4-25 EMS revenue declined 7.9% year over year and EMS operating margin declined to 2.8% from 3.7% in Q3-25.","source":"publicnow.com"},{"date":"2026-02-01","type":"revenue","value":"Q4-25 EMS revenue declined 7.9% year over year.","source":"publicnow.com"},{"date":"2026-02-01","type":"revenue","value":"Testing revenue, up 31.8% year over year.","source":"sec.gov"}],"peers":[{"name":"Disco","rank":14,"slug":"disco","score":"96"},{"name":"Ibiden","rank":40,"slug":"ibiden","score":"91"},{"name":"Besi","rank":52,"slug":"besi","score":"90"},{"name":"Ajinomoto Fine-Techno","rank":64,"slug":"ajinomoto-fine-techno","score":"88"},{"name":"Unimicron","rank":80,"slug":"unimicron","score":"86"},{"name":"Nittobo","rank":86,"slug":"nittobo","score":"85"}],"stage":null,"state":"Kaohsiung","aliases":[],"country":"Taiwan","domains":[{"why":"ASE is a major semiconductor assembly and advanced-packaging provider, with FOCoS, FOCoS-Bridge, CoWoS, system-in-package and FC-BGA capabilities for AI and HPC applications.","list":"AI Infra 100","rank":42,"tier":"member","layer":"Fabrication, memory & packaging","total":91,"domain":"AI Core","scores":{"gate_ne":["firepower"],"leverage":8,"position":8,"progress":10,"firepower":10,"commercial":10,"deployment":10,"production":10,"technology":8},"edition":"November 2026","segment":"Advanced packaging"}],"founded":null,"signals":[{"date":"2026-03-31","header":"ASE is expanding into post-package testing and full-process packaging for AI chips.","outlet":"Electronics Weekly"},{"date":"2026-03-31","header":"ASE is ramping on-substrate packaging and chip-probe volumes amid TSMC’s CoWoS shortfall.","outlet":"Electronics Weekly"}],"website":"aseglobal.com","category":"AI Infra · Fabrication, memory & packaging","categories":[{"name":"Advanced packaging","domain":"AI Core","parent":"AI Infra · Fabrication, memory & packaging"}],"last_round":null,"updated_at":"2026-10-25T23:16:48.240585+00:00","facts_total":17,"positioning":"ASE Technology Holding is a Taiwan-based public OSAT and advanced-packaging provider, positioned among the largest global independent assembly-and-test suppliers and a major alternative to in-house foundry packaging. Its domain activity accelerated through a February-2025 Penang plant launch, May-2025 FOCoS-Bridge-with-TSV technology announcement, October-2025 NT$17.6 billion K18B advanced-packaging factory groundbreaking, May-2026 310mm panel-level packaging line announcement, and May-2026 Analog Devices facility acquisition. ASE supplies or works with named ecosystem participants including NVIDIA through subsidiary SPIL, AMD, Analog Devices and WUS; the open question is how much of its broad packaging revenue is directly attributable to AI accelerators rather than general semiconductor demand.","sub_category":"Advanced packaging","signals_total":2,"url":"https://www.frontiertechintelligence.com/companies/ase-technology-holding","title":"ASE Technology Holding · ai core, Kaohsiung, Kaohsiung, Taiwan · scores, facts and signals · Frontier Tech Intelligence","description":"ASE is a major semiconductor assembly and advanced-packaging provider, with FOCoS, FOCoS-Bridge, CoWoS, system-in-package and FC-BGA capabilities for AI and HPC applications. AI Infra 100 rank 42 (score 91) 2 signals and 17 facts with sources.","publisher":"Frontier Tech Intelligence (Future Frontiers, a trade name of Essential Cognition Inc.)","note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}