ASE Technology Holding
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Consensus Narrative from 18 Analysts
Investing In R&D And Smart Factories Will Prepare For AI-Led Super Cycle
Key Takeaways Growth in advanced packaging and testing, driven by AI demand, can significantly boost ATM segment revenue and net margins. Strategic geographic diversification and investments in R&D prime ASE to capitalize on semiconductor market growth and mitigate geopolitical risks.
View narrativeNT$191.58
FV
16.0% undervalued intrinsic discount13.02%
Revenue growth p.a.
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2 days ago author updated this narrative