The stock is up roughly 9.4% today and about +89% since I first started tracking it.
I'm not trying to overhype it, but the move is consistent with what we're seeing across advanced packaging names - the demand curve hasn't slowed down, it's actually accelerating with AI compute density.
The real shift in semis is becoming more structural: not just more chips, but more stacking - vertical integration, chiplets, and Z-axis scaling.
Watching the broader ecosystem:
$Taiwan Semiconductor Manufacturing(TSM)$ - leading edge packaging capacity plus scale advantage
$Amkor Technology(AMKR)$ - OSAT exposure tied directly to advanced packaging demand
$Intel(INTC)$ - long-cycle rebuild in domestic foundry and packaging ambition
$ASE Technology(ASX)$ is just one expression of a much bigger theme playing out underneath the surface.
I often get asked why I don't make this paid content. For me, sharing stock ideas is just a hobby, and I'm not in a position where I need the income, so I prefer to keep it free.
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