ASE Technology forecasts $3.5B packaging revenue as insider sells NT$7.26M shares
ASX•Chief Administration Officer Uang Du-Tsuen sold 11,000 ASE Technology shares worth about NT$7.26 million at prices from NT$611 to NT$697 per share, leaving him with 767,000 shares. The company’s gross margin rose to 20.1% from 16.8% year-over-year, and advanced packaging revenue is projected to exceed US$3.5 billion in 2026.
1. Insider Selling Details
Chief Administration Officer Uang Du-Tsuen executed three sales totaling 11,000 ordinary shares at prices between NT$611 and NT$697, raising about NT$7.26 million. Following these transactions, his direct holding stands at 767,000 shares.
2. Margin Expansion and AI Demand
In Q1 2026, ASE Technology’s gross margin improved to 20.1% from 16.8% a year earlier, driven by higher factory utilization and increased demand for advanced packaging services tied to AI and high-performance computing chips.
3. Valuation Scrutiny
Analyses indicate the stock may be significantly overvalued relative to proprietary fair-value measures, intensifying investor focus on the balance between growth momentum and elevated valuation metrics.
4. Advanced Packaging Revenue Outlook
ASE projects revenue from its leading-edge advanced packaging services to exceed US$3.5 billion in 2026, reflecting robust customer demand for AI semiconductor packaging solutions.
