ASE Industrial Holding Co Ltd ADR (ASX) — Technical state

101 and glossary

• The Packaging Bottleneck: Advanced Packaging as the AI Chokepoint101Key Companies TSM TSMC CoWoS monopoly — packaging capacity owner BESI BE Semiconductor Hybrid bonding equipment leader ASX ASE Technology Largest OSAT provider IBDN Ibiden Advanced packaging substrates

Dailies

• Asia — Nikkei back near 70,000, Taiwan +2.4%; euro at a 17-month low, US futures slightly lowerMorning 10 · 5 Oct 2026Hong Kong's Hang Seng was flat at 23,961 (−0.05%) and Australia's ASX 200 flat at 8,686 (+0.04%).
• Jobs day — futures +0.3% before payrolls; Nike −8.7% after hours, Accenture holds +15.8%Morning 10 · 2 Oct 2026
• Rates — the 30-year hits its highest since 2004; Oracle and Arm sold, Meta and Intel bought, Nasdaq ends flatMorning 10 · 25 Sept 2026
• Nasdaq - a second record close as memory jumps 5-7% and banks, card networks and software are soldMorning 10 · 23 Sept 2026Sydney's ASX 200 was up 0.12% at 8,768.30.
• Global Tech 50 — Out of China, Into the Tools: Fifteen Lines in the LedgerDaily Pulse · 5 Sept 2026On Monday it sold five ASX Semiconductor January 2028 30 puts with the stock at 36.95, a strike 19 percent below, and it sold ten Galaxy Digital January 2028 17.50 puts with the stock at 24.60, a strike 29 percent below.
• Bond Rout, Day Two: The US 10-Year Tops 4.8%, Its Highest Since November 2023Daily Pulse · 2 Sept 2026Brown Brothers Harriman warned that rising interest costs will lift the premium investors demand on Treasuries and leave the dollar exposed to fiscal stress later, even as it gains now. §4 — Asia session Nikkei 225 -2.85% (64,326) · KOSPI…
• Asia sells off into the week's four-clock wait — KOSPI drops 2.60%, and oil refuses to pay the Iran headlineMorning 10 · 24 Aug 2026ASX 200 was the one green major, up 0.47% to 9101.60, on a session the resource complex carried rather than technology.
• Narrow tape: Rubin bleeds as HALO and Energy hold monthly gainsDaily Pulse · 21 Aug 2026