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Antipodes Global Fund's investment thesis on ASE Technology Holding Co., Ltd. ($ASX) — Q2 2026 | Buyside Digest

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$ASXNYSEASE Technology Holding Co., Ltd.

BULL

Antipodes Global Fund—ASX

Fund Letter

Q2 2026

Published June 30, 2026

View Fund Profile

$37.51USD

+0.0% vs last month

$41.87Pitched

-10.4% since pitch

Market Cap$82.1B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The company's key position in advanced packaging and testing for high-performance computing and AI chips is driving robust demand. This structural trend...

— Antipodes Partners Limited

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