Strong2027 AI revenue guidance; stay OW-20260730
摩根士丹利·2026-07-30 23:17
July 30, 2026 02:34 PM GMT ASE Technology Holding Co. Ltd. | Asia Pacific Strong 2027 AI revenue guidance; stay OW What's Changed ASE Technology Holding Co. Ltd. (3711.TW) From To Price Target NT$558.00 NT$628.00 AlphaSignals Earnings Reaction forecast US$8.5bn: On the July 30 earnings call, management said that 2026 LEAP (leading-edge advanced packaging and testing) is tracking ahead and raised guidance from US$3.5bn to US$3.7bn. Management also lifted the 2027 LEAP target from US $5.5bn to at least US$7.5 ...