US Stock Movement: ASE Technology Holding surged on October 2 due to AI demand, advanced packaging, and revenue growth.

ASE Technology Holding October 2nd Surge Analysis

Keywords: AI demand, advanced packaging, revenue growth

1. As of October 2nd, 2026, data shows that the company, as a provider of semiconductor assembly and testing services, is supported by strong demand driven by the artificial intelligence boom.

2. On September 30th, 2026, the company continued to expand the scale and efficiency of advanced CoWoS packaging; consolidated revenue in the first half of 2026 increased by 24% year-on-year, ATM revenue grew by 35% year-on-year, and 2026 LEAP service revenue is expected to exceed the previous $3.5 billion target, with plans to double LEAP revenue by 2027.

3. On September 22nd, 2026, the company raised its 2026 capital expenditure plan to approximately $10.5 billion, including $4 billion for plants and facilities, and $6.5 billion for equipment; about 70% of capital expenditure on assembly and testing equipment is expected to be invested in frontier business, with related projects expected to provide capacity in certain periods during 2028 and 2029.

(Disclaimer: This content is generated by AI technology based on publicly available information for reference only and does not constitute investment advice.)