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Semiconductors Winners And Losers At The Start Of Q2 2026

Semis rallied with the support of tailwinds, but they reversed course when the same tailwinds turned into headwinds in Q1 2026. Semis lost most of their gains as they headed into Q2 2026 and it could have been worse if not for the prospect of something that may not be attainable. Q2 2026 is likely to see increased volatility, unless a resolution is found to the Middle East and the uncertainty hanging over semis is…

Seeking Alpha • Apr 4, 2026
ASE Technology: The Next Era Of Advanced Packaging Is Here

ASE Technology remains well-positioned to benefit from persistent advanced packaging bottlenecks, especially as TSMC's capacity expansion still lags demand. ASX's diversified customer base and rapid expansion of LEAP services (expected to double to $3.2bn) support a positive long-term outlook. Key risks include macro volatility, capex planning challenges, and heavy reliance on TSMC's strategic decisions amid ongoing…

Seeking Alpha • Mar 31, 2026

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