TheValueist(@TheValueist):AI TRADE CAUTIONARY SIGNAL • $ASX (ASE Technology Holding Co., Ltd.), FQ3 2026 call, reported 2026-10-29 • Speaker: Joseph Tung, management • Topic: Semiconductor Supply and Demand "I think the biggest bottleneck today is really still the space, although many different areas, we do have ourselves being constrained. But space is really one of the biggest constraints that we are facing today." • Bears on: Facility space constraint limiting ASE's ability to expand LEAP packaging and test capacity to meet demand.

TheValueist

@TheValueist

Disc L/S | TMT+Energy. ISO convexity. Factor aware. Path independence matters. Results never lie. NFA. Student of mkts and cos. Creator: CRAVE Thesis of GAI.

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TheValueist@TheValueist

2026.10.31 22:00

AI TRADE CAUTIONARY SIGNAL • $ASX (ASE Technology Holding Co., Ltd.), FQ3 2026 call, reported 2026-10-29 • Speaker: Joseph Tung, management • Topic: Semiconductor Supply and Demand "I think the biggest bottleneck today is really still the space, although many different areas, we do have ourselves being constrained. But space is really one of the biggest constraints that we are facing today." • Bears on: Facility space constraint limiting ASE's ability to expand LEAP packaging and test capacity to meet demand.

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