Our Semiconductor Assembly, Test & Packaging Portfolio Up 7% MTD

What Is A Pure-Play Outsourced Semiconductor Assembly and Test Company? 

A pure-play company is one that concentrate its efforts on one single line of business and the OSAT segment of the semiconductor value chain, aka assembly, test and packaging, is where chips are assembled into finished semiconductor components and tested for defects. This stage of the manufacturing process is the most labor-intensive and is usually performed in countries in Asia where labor costs are lower than elsewhere.

What Is the Semiconductor Value Chain?

The semiconductor value chain refers to the various stages involved in the production and distribution of semiconductor devices such as microprocessors, memory chips, and sensors which are used in a wide range of electronic devices, including smartphones, computers, and automobiles. The semiconductor value chain is a complex and dynamic process that involves multiple companies, each with their own specialized roles. (Source)

The MunAiMarkets Pure-Play Assembly, Test, and Packaging Companies Portfolio

Of the 10 companies in this segment only 2 trade on American stock exchanges and they are highlighted below as to their stock returns MTD, in descending order, and YTD and news, analyses, and commentary on them:

1. ASE Technology Holding Co. (ASX): UP 10.4% MTD; DOWN 4.3% YTD
   • ASE Technology Holding Co., Ltd. Reports Its Unaudited Consolidated Financial Results for the First Quarter of 2025
   • ASE Announces Package Technology That Reduces Power Loss by 3x for Next-Generation AI and HPC Applications
2. Amkor Technology Inc. (AMKR): UP 4.7% MTD; DOWN 28.9% YTD
   • Amkor Technology Reports Financial Results for the First Quarter 2025
   • Amkor Technology Analysts Slash Their Forecasts After Q1 Earnings
     

Summary

On average the Portfolio is UP 6.6% MTD but is now DOWN 22.0% YTD.

Please note: For

• a chart of the historical Portfolio YTD, 1M, 6M and 1Y Performances, go HERE, Add Specific Portfolio Symbols, Scroll Down to Portfolio Performance Settings & Click on Calculate Performance, Scroll Down to Portfolio Performance Chart & Specify Time Period and Scroll Down to Returns by Period.
• a specific stock price performance (currently, yesterday, over the past 5 days, 1 month, 6 months and 1 year) go HERE, type in the Stock Symbol, and Click on Time Period
• a specific stock’s performance statistics and financials go HERE, type in Stock Symbol, and Click on Statistics and Financials
• the reasons behind the price change in a specific stock go HERE and ask “Why did x stock change price so much this week?”