ASE Technology (ASX) is the world's largest [[OSATs - Outsourced Semiconductor Assembly and Test]] by revenue, competing directly with [[Amkor - AMKR]].
**What they do:** Massive scale across assembly, test, and packaging. Strong position in advanced packaging including 2.5D, [[Chiplets and Heterogeneous Integration]], and [[HBM and Package Integration]]. Taiwan-based with global operations.
**Why it matters:**
- Scale advantages in capacity and customer reach
- Broad technology portfolio across packaging nodes
- Direct exposure to [[Packaging Capacity Bottleneck]] as AI demand drives utilization
**Current valuation (as of snapshot):**
- Price: ~$16.83
- Forward PE: ~22-28x range
- Similar valuation profile to AMKR
**Value thesis:** If you believe packaging volumes grow structurally, ASE captures share due to scale. Like [[Amkor - AMKR]], trades like a cyclical industrial despite rising advanced packaging mix.
**Risks:**
- Same cyclicality and customer concentration as other OSATs
- "Big company inertia" can slow technology transitions
- Capex cycles can pressure cash flow
**When to own:**
- Smartphone/auto weakness compresses multiple while AI packaging keeps capex and utilization supported
- Earnings stable or improving despite consumer headwinds
- Balance sheet strength maintained
**Portfolio role:** Optional second position in [[Concentrated Packaging Portfolio]]. Only add if you want redundancy in OSAT exposure, not if seeking different risk/return profile. Very similar to AMKR.
**Ackman lens:** Do you learn anything new owning both ASE and AMKR? If not, pick your highest conviction name and concentrate there.
Links: [[Advanced Packaging MOC]], [[OSATs - Outsourced Semiconductor Assembly and Test]], [[OSAT Value Investing Framework]]
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#investing #semiconductors