• ASE Technology Holding reported Q2 2026 earnings on July 30, with net income surging 180% year-over-year to NT$21.1 billion driven by "insatiable" demand for AI-related advanced packaging services.
  • Despite the strong performance and an earnings beat, shares initially fell by ~9-10% on July 30 due to investor concerns over aggressive capital expenditure and capacity constraints.
  • The stock is now trading 4.3% up at $36.25 in pre-market on July 31, suggesting a re-evaluation of the company's long-term AI-driven growth prospects.