ASE Technology Holding Co Ltd vs Howmet Aerospace Inc — how do they compare? ASE Technology Holding Co Ltd trades at $39.16 (market cap $85.75B), while Howmet Aerospace Inc trades at $282.1 (market cap $112.20B). The key difference: Howmet Aerospace Inc is the larger of the two by market cap, and ASE Technology Holding Co Ltd pays the higher dividend (1.08%). Which is the better fit depends on your goals.
| ASX | HWM | |
|---|---|---|
Market Cap | $85.75B | $112.20B |
Sector | Technology | Industrials |
52-Week High | $45.12 | $291.28 |
52-Week Low | $9.63 | $171.00 |
Enterprise Value | $90.15B | $116.30B |
Dividend Yield | 1.08% | 0.2% |
Signals from Pluang's Aura AI — not financial advice
ASE Technology Holding (ASX) trades at $39.56, up 5.23% today, showing strong momentum with three consecutive earnings beats. The stock maintains bullish technical signals with support at $38 and resistance at $40. Recent Q2 2026 results demonstrated robust growth in AI-driven semiconductor packaging demand, with the company increasing 2026 capital expenditure to $10.5 billion to expand capacity.
Outlook remains positive with 80% analyst buy ratings and projected revenue growth to $711.2 billion in 2026. Key risks include high valuation multiples (P/E 47.78) and significant capital investment requirements. The AI semiconductor boom provides substantial growth opportunity, though execution on expansion plans will be critical for sustained performance.
Howmet Aerospace (HWM) trades at $281.63, down 0.73% on the day, with strong technical support at $279 and resistance at $285. The company has consistently beaten earnings estimates, with Q2 2026 EPS of $1.33 exceeding expectations by 7.3%, driven by robust aerospace and defense demand. Analyst consensus remains strongly bullish with 84% buy ratings and a $334.63 price target, representing 19% upside potential.
Outlook remains positive with raised 2026 guidance and strong cash flow generation, though elevated valuation multiples (P/E 60.63) and significant capital expenditures present risks. The stock offers growth exposure to aerospace recovery but faces execution risks amid capacity expansion plans and supply chain challenges.
Trailing returns across standard periods
Latest headlines on both assets
ASE Technology Holding Co Ltd is a semiconductor assembly and testing firm. The company operates in segments: Packaging, Testing, and Electronic Manufacturing Services. Of these, packaging services contribute the most revenue. It involves packaging bare semiconductors into completed semiconductors with improved electrical and thermal characteristics. The Testing Segment includes front-end engineering testing, wafer probing, and final testing services. In the EMS segment, the company designs manufacture and sells electronic components and telecommunication equipment motherboards. The company is based in Taiwan but garners over half its sales from firms in the United States.
Read more on ASX →Howmet Aerospace provides advanced engineered solutions for the aerospace and transportation industries. It specializes in jet engine components, aerospace fastening systems, and forged aluminum wheels.
Read more on HWM →