ASX Stock Surges 148% in a Year: Is More Upside Still Ahead?

Impact · against what's priced in

ASE Technology provides a strong positive catalyst via specific LEAP revenue guidance that likely exceeds current market expectations. For peers Entegris and Marvell, the news is merely a confirmation of the general AI-driven semiconductor recovery that the market has already factored into their recent rallies.

ENTG+0.00

Already priced in

The price assumes

The recent cyclical recovery in semiconductor demand