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3711.TW

ASE Technology Holding

  • sector: Technology
  • in 1 Arithmos index

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  1. #1

    The Huang Index — NVIDIA's Critical Dependency Chain (Sole-Source & Ecosystem Tilt)

    3711.TW , 3.77%2330.TW000660.KSASML.AS005930.KS+15 more

    Leading OSAT providing the overflow advanced-packaging and test capacity NVIDIA needs beyond TSMC's own lines; 27% growth. Weighted modestly given higher 0.71 leverage.

    CAGR
    39.6%
    Sharpe
    1.25
    max DD
    -38.7%

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