ASE Technology Holding is a Taiwan-based provider of semiconductor assembly, packaging, and testing services, along with electronics manufacturing services.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|---|---|---|---|---|
| Bridgewater | 55 | New buy | 1,547,859 | $33,557,583 | 0.1% |
| Ancora | 42 | Holds (flat) | 794 | $17,214 | 0.0% |
“Just some of the more interesting news I came across recently: 1. MS: Revised China humanoid shipments to reach 50,000 in 2026 from 14,000u and 28,000u earlier this year. 2. MS: Probe cards and test sockets likely to be priced hike (precious metal hikes + severe shortage of test pin capacity) 3. Capacitor price hikes: MLCC, aluminum electrolytic, tantalum, polymer aluminum, film, and super capa…” post →
| Date | Tweet |
|---|---|
| 2026-07-01T04:40:02 | Just some of the more interesting news I came across recently: 1. MS: Revised China humanoid shipments to reach 50,000 in 2026 from 14,000u and 28,000u earlier this year. 2. MS: Probe cards and test sockets likely to be priced hike (precious metal hikes + severe shortage of test pin capacity) 3. … → · 1020 likes · 588,409 views |
| 2026-05-21 | Just as I say this: $AMD invests $10B+ into Taiwan ecosystem (for securing capacity/scaling infra) AMD is collaborating with $ASX and SPIL. As well as ODM partners like “ $SANM, Wiwynn (6669), Wistron (3231) and Inventec (2356). PTI, Unimicron, AIC, Nan Ya PCB, and Kinsus were also name dropped … → · 807 likes · 317,928 views |
| 2026-04-25 | @Quantrarian52 I’m a fan of $ASX? And converted their reports over accelerating CPO to H2 2026. → · 63 likes · 21,853 views |
| 2026-04-20 | Global Foundries photonics/CPO ecosystem list: 1. $GFS - $30.5B 2. $CDNS - $85.9B 3. $SEIGY - $217.2B 4. $SNPS - $84B 5. $KEYS - $57.3B 6. $ATEYY - $130.4B 7. RoboTechnik (ficonTEC) - $11.4B 8. $GLW - $141.2B 9. $LITE - $63.8B 10. $SIVE - $950m 11. $FN - $24.7B 12. $ASX - $63.3B For publicly trad… → · 1135 likes · 207,635 views |
| 2026-01-24 | The potential SiC (Silicon Carbide) Interposer bottleneck stack for $NVDA Rubin and Hyperscaler ASICs (if you didn't like $WOLF): Downstream SiC: $TSM - SiC for CoWoS interposers $AMKR - S-SWIFT packaging for SiC integration $ASX- VIPack platform and optical integration. SiC Midstream: $KLAC - Si… → · 231 likes · 83,464 views |
Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-07-20.