2026-08-06 Capital
Multiple Institutions Adjust ASX Holdings in Q1 Amundi boosts stake by 66.2%, BofA cuts by 22.1%, showing divergence
D1 +1.3% · +5d +6.4%
› 2 waves of this story2026-08-06 Amundi boosted stake by 66.2%; Bank of America and First Trust trimmed by 22.1% and 25.7% respectively2026-08-06 Amundi boosts stake by 66.2%, BofA cuts by 22.1%, showing divergence2026-07-30 Earnings
Earnings report D1 +11.7% · +5d +7.1%
8 earlier events › 2026-07-30 Earnings Bull
ASX beats Q2, raises 2026 capex to $10.5B Revenue/profit growth on AI demand; capex raised sharply
D1 +11.7% · +5d +7.1%
2026-07-28 Company Bull
ASE discloses ~$210M ATE equipment orders from Advantest over past 4 months Filing reveals significant capex on ATE equipment, signaling advanced packaging/test capacity expansion
D1 -7.2% · +5d +14.1%
2026-07-13 Other
ASX Gets Technical Strength Nod and Reports Record Q2 Revenue Zacks technical screen and record revenue reinforce market attention
D1 -4.9% · +5d -9.0%
› 2 waves of this story2026-07-13 At least 3 independent X accounts flagged ASX within 24h, incl. specific technical pattern, indicating rising attention2026-07-13 Zacks technical screen and record revenue reinforce market attention2026-06-25 → 07-13 Company Bull
ASX flagged on multiple AI infrastructure & semiconductor watchlists Multiple independent traders/analysts on Jul 12-13 included ASX on watchlists tied to AI infrastructure, semis, and advanced packaging
D1 +1.2% · +5d +0.0%
› 3 waves of this story2026-06-25 COO says advanced packaging/testing revenue to double this year; $8.5B capex forecast likely revised up2026-07-01 Following COO's capacity tightness remarks, price hike rumor reinforces strong AI demand2026-07-13 Multiple independent traders/analysts on Jul 12-13 included ASX on watchlists tied to AI infrastructure, semis, and advanced packaging2026-06-15 → 06-23 Capital Bull
ASE confirms ~$102M orders from Camtek and ASMPT Orders for high-end packaging equipment, indicating ongoing advanced packaging expansion
D1 +1.0% · +5d +3.3%
› 4 waves of this story2026-06-15 Reported TSMC CoWoS overflow orders to packaging specialists; capex raised 23% from $7B2026-06-19 June equipment spend of US$1.96B, SPIL accounts for NT$59.42B, showing accelerated advanced packaging expansion2026-06-21 Equipment purchases from multiple suppliers confirm expansion pace, consistent with prior NT$62.08B plan2026-06-23 Orders for high-end packaging equipment, indicating ongoing advanced packaging expansion2026-06-17 分红 Bull
Dividend raised 17% (to $0.41709) D1 +1.6% · +5d +11.8%
2026-05-22 Capital Bull
AMD invests $10B+ in Taiwan ecosystem, collaborates with ASX and SPIL AMD's major investment in Taiwan capacity and infra includes ASX as a packaging/testing partner
D1 +6.6% · +5d +9.7%
2026-04-29 Earnings
Earnings report D1 +1.7% · +5d +11.7%
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