ASE Technology Holding (ASX): Who It Depends On
ASE Technology is the world's largest outsourced semiconductor assembly and test (OSAT) provider - the company that takes finished chip dies from foundries like TSMC and turns them into the packaged, tested products that ship to customers. Its own business depends on specialist test and substrate equipment suppliers, while its revenue is concentrated among the fabless chip designers who don't run their own packaging lines.
Supply-chain dependency
Companies ASX relies on to design, manufacture, package, and assemble its hardware.
A leading supplier of the automated test equipment ASE uses to validate chips before shipment. Trades primarily on the Tokyo Stock Exchange with no proper US-listed ticker.
A second major supplier of semiconductor test systems used across ASE's facilities.
A leading supplier of the advanced substrates ASE uses to package chips. Trades primarily on the Taiwan Stock Exchange with no proper US-listed ticker.
A major substrate supplier supporting ASE's advanced packaging lines. Trades primarily on the Taiwan Stock Exchange with no proper US-listed ticker.
Supplies high-density substrates used in ASE's advanced packaging. Trades primarily on the Taiwan Stock Exchange with no proper US-listed ticker.
A major Japanese substrate supplier to the OSAT industry. Trades primarily on the Tokyo Stock Exchange with no proper US-listed ticker.
Supplies the die-attach and wire-bonding assembly equipment used on ASE's packaging lines. Trades primarily on the Hong Kong Stock Exchange with no proper US-listed ticker.
Supplies advanced die-bonding equipment for next-generation chip packaging. Trades primarily on Euronext Amsterdam with no proper US-listed ticker.
Supplies the mold compounds used to encapsulate finished chip packages. Trades primarily on the Tokyo Stock Exchange with no proper US-listed ticker.
Supplies the industrial gases ASE's packaging and test facilities require.
Customer concentration
Companies that make up an outsized share of ASX's revenue - who ASX relies on to buy from it.
A major fabless customer relying on ASE to package and test its networking and custom AI chips.
Relies on ASE for packaging and test of its mobile and PC processors.
A major mobile chipmaker and long-standing ASE customer. Trades primarily on the Taiwan Stock Exchange with no proper US-listed ticker.
Relies on ASE as part of its outsourced packaging and test capacity for AI GPU products.
Uses ASE for packaging and testing of components across its device lineup.
Uses ASE for outsourced packaging and test on a portion of its analog and power-chip production.
A major analog and microcontroller chipmaker relying on ASE for packaging and test.
Uses ASE for packaging and test of its automotive and industrial chips.
The percentages shown are editorial estimates based on public research (company disclosures, earnings commentary, and industry reporting) meant to illustrate relative reliance, not precise or audited figures. Companies without a proper, reliably tradable ticker on this site are shown without stock/earnings links. This is not financial advice.