ASE Technology Holding Co Ltd vs Zoom Video Communications, Inc. — how do they compare? ASE Technology Holding Co Ltd trades at $39.25 (market cap $85.75B), while Zoom Video Communications, Inc. trades at $105.77 (market cap $31.10B). The key difference: ASE Technology Holding Co Ltd is far larger — about 2.8× Zoom Video Communications, Inc.'s market cap, and ASE Technology Holding Co Ltd pays a 1.08% dividend while Zoom Video Communications, Inc. pays none. Which is the better fit depends on your goals.
| ASX | ZM | |
|---|---|---|
Market Cap | $85.75B | $31.10B |
Sector | Technology | Technology |
52-Week High | $45.12 | $111.88 |
52-Week Low | $9.63 | $69.96 |
Enterprise Value | $90.15B | $23.44B |
Dividend Yield | 1.08% | — |
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.
Zoom Communications (ZM) trades at $104.70, down 2.33% today, with mixed technical signals showing bullish moving averages but overbought RSI levels. The company maintains strong profitability with 77.4% gross margins and 42% net income margin, though recent earnings show volatility with one miss in the last four quarters. Recent news highlights CEO and director stock sales totaling over $7 million in July-August 2026, while the company continues AI product development and APAC expansion.
Outlook remains cautiously optimistic with a $118.79 consensus price target representing 13% upside potential. Key opportunities include sustained profitability and AI-driven growth initiatives, while risks center on insider selling pressure and competitive threats in the video communications space. The stock faces near-term technical resistance at $107-$109 levels with support at $103-$105.
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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 →Zoom Video Communications, Inc. develops a people-centric cloud service that transforms real-time collaboration experience. The Company offers unified meeting experience, a cloud service that provides a 3-in-1 meeting platform with HD video conferencing, mobility, and web meetings. Zoom Video Communications serves customers worldwide.
Read more on ZM →