On September 8, ASE Technology rose 4.43% in regular trading, trading at $39.415/share, with turnover of $16.44 million.

On the news front, Google is continuing to increase AI capital expenditure, with TPU volume expanding significantly and large-scale advanced packaging and testing orders placed with ASE. Market estimates project Google TPU shipments to enter mass production by 2028, with volumes reaching 12 million to 15 million units. Concurrently, Intel is accelerating its EMIB advanced packaging platform and expanding outsourcing orders to ASE.

ASE commands leading capabilities in 2.5D and 3D advanced packaging as well as high-end testing. With AI chip testing times lengthening and equipment, materials, and labor costs climbing, high-end packaging and testing capacity is increasingly tight. Major OSAT firms have raised pricing by approximately 5% to 10%, with these benefits now flowing through to results. Notably, ASE reported Q2 EPS of NT$4.61, well above the NT$3.82 analyst consensus, on revenue of NT$191.06 billion versus expectations of NT$188.94 billion.

Within the Semiconductors sector, Intel rose 5.82%, AMD gained 3.4%, and Broadcom advanced 3.04%.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)