ASE Technology Holding Co Ltd vs Seagate Technology Holdings PLC — how do they compare? ASE Technology Holding Co Ltd trades at $39.61 (market cap $85.75B), while Seagate Technology Holdings PLC trades at $877.69 (market cap $185.97B). The key difference: Seagate Technology Holdings PLC is far larger — about 2.2× ASE Technology Holding Co Ltd's market cap, and ASE Technology Holding Co Ltd pays the higher dividend (1.08%). Which is the better fit depends on your goals.
| ASX | STX | |
|---|---|---|
Market Cap | $85.75B | $185.97B |
Sector | Technology | Technology |
52-Week High | $45.12 | $1.09K |
52-Week Low | $9.63 | $154.43 |
Enterprise Value | $90.15B | $188.12B |
Dividend Yield | 1.08% | 0.36% |
Signals from Pluang's Aura AI — not financial advice
ASE Technology Holding (ASX) trades at $39.62, up 5.39% today, with strong technical momentum and bullish moving averages. The company reported three consecutive quarterly earnings beats, with Q2 2026 EPS of $0.29 exceeding expectations by 26%. Revenue growth accelerated to $645.39B in 2025, with net income reaching $40.02B. Recent news highlights $10.5B capital expenditure increase for AI semiconductor capacity expansion.
Outlook remains positive with 80% analyst buy ratings and projected 2026 revenue of $711.2B. Key opportunities include AI-driven demand growth and margin expansion, while risks involve high valuation multiples (P/E 47.78) and significant capital expenditure commitments. The stock shows strong institutional interest despite some position adjustments by major funds.
Seagate Technology (STX) trades at $879.11, up 9.79% in 24 hours, reflecting strong momentum driven by AI storage demand. The stock shows a neutral technical signal with support near $803 and resistance at $833. Recent earnings beats and a projected 2026 net income margin of 26.1% highlight robust fundamentals, though elevated valuation ratios like a P/E of 59.03 warrant caution. Positive analyst sentiment, with 55% buy ratings and a consensus price target of $1,130, underscores growth optimism amid AI-driven data center expansion.
Outlook: STX benefits from AI storage tailwinds and disciplined supply, but high debt and valuation pose risks. The stock offers growth potential if execution continues, yet volatility from memory market cycles and competitive pressures requires monitoring. Investor focus remains on HAMR technology adoption and sustained margin improvement.
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 →Seagate is a leading supplier of hard disk drives for data storage to the enterprise and consumer markets. It forms a practical duopoly in the market with its chief rival, Western Digital
Read more on STX →