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   <title>Form  4          ASE Technology Holding    For: Oct 12  Filed by: Uang Du-Tsuen</title>
   <link>http://www.streetinsider.com/SEC+Filings/Form++4++++++++++ASE+Technology+Holding++++For%3A+Oct+12++Filed+by%3A+Uang+Du-Tsuen/27183256.html</link>
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   <pubDate>Wed, 14 Oct 2026 06:06:00 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">ASX</category>
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   <title>ASE Expands PowerSiP™ Platform for Next-Generation AI Power Delivery</title>
   <link>http://www.streetinsider.com/Press+Releases/ASE+Expands+PowerSiP%E2%84%A2+Platform+for+Next-Generation+AI+Power+Delivery/27178333.html</link>
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&lt;p class=&quot;bwalignc&quot;&gt;
&lt;i&gt;Vertically integrated 3D SiP modules shorten high-current transmissions path, reducing parasitic routing losses by 50% or more to enhance system efficiency&lt;/i&gt;

&lt;/p&gt;
&lt;p&gt;    SUNNYVALE, Calif.--(BUSINESS WIRE)--
Advanced Semiconductor Engineering, Inc. (ASE), a member of ASE Technology Holding Co., Ltd. (NYSE: ASX, TAIEX: 3711) and a leading provider of semiconductor assembly and test services, today announced the expansion of its PowerSiP™ platform with a 3D System-in-Package (SiP) solution designed to enable vertically integrated voltage regulator modules (VRMs) for higher system efficiency in AI data center and high-performance computing applications. Available now, the solution combines qualified assembly technologies and a sub-module</description>
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   <pubDate>Tue, 13 Oct 2026 09:00:00 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">ASX</category>
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   <title>ASE Expands PowerSiP™ Platform for Next-Generation AI Power Delivery</title>
   <link>http://www.streetinsider.com/Business+Wire/ASE+Expands+PowerSiP%E2%84%A2+Platform+for+Next-Generation+AI+Power+Delivery/27178333.html</link>
   <description>
&lt;p class=&quot;bwalignc&quot;&gt;
&lt;i&gt;Vertically integrated 3D SiP modules shorten high-current transmissions path, reducing parasitic routing losses by 50% or more to enhance system efficiency&lt;/i&gt;

&lt;/p&gt;
&lt;p&gt;    SUNNYVALE, Calif.--(BUSINESS WIRE)--
Advanced Semiconductor Engineering, Inc. (ASE), a member of ASE Technology Holding Co., Ltd. (NYSE: ASX, TAIEX: 3711) and a leading provider of semiconductor assembly and test services, today announced the expansion of its PowerSiP™ platform with a 3D System-in-Package (SiP) solution designed to enable vertically integrated voltage regulator modules (VRMs) for higher system efficiency in AI data center and high-performance computing applications. Available now, the solution combines qualified assembly technologies and a sub-module</description>
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   <pubDate>Tue, 13 Oct 2026 09:00:00 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">ASX</category>
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   <title>Form  6-K        ASE Technology Holding    For: Oct 13</title>
   <link>http://www.streetinsider.com/SEC+Filings/Form++6-K++++++++ASE+Technology+Holding++++For%3A+Oct+13/27176331.html</link>
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   <pubDate>Tue, 13 Oct 2026 06:04:00 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">ASX</category>
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   <title>ASX Ltd. (ASX) PT Raised to $58 at BofA Securities</title>
   <link>http://www.streetinsider.com/Analyst+PT+Change/ASX+Ltd.+%28ASX%29+PT+Raised+to+%2458+at+BofA+Securities/27176035.html</link>
   <description>&lt;p&gt;BofA Securities analyst Haas Liu raised the price target on ASX Ltd. (NYSE: ASX) to $58.00 (from $51.00) while maintaining a Buy rating.&lt;/p&gt;&lt;p&gt;The analyst comments &quot;ASE reported 3Q26 sales +28% QoQ better than its guide, driven by stronger IC ATM (+20% QoQ vs. BofAe +13% QoQ) and mild upside in EMS (+42% QoQ vs. BofAe +40% QoQ). We believe IC ATM strength is led by modest mainstream packaging and testing price hike on industry supply tightness, supplemented by LEAP business ramp. EMS also benefited from Apple product seasonal builds and higher component cost pass through. With improving packaging and testing</description>
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   <pubDate>Tue, 13 Oct 2026 05:19:47 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">ASX</category>
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   <title>ASX Ltd. (ASX) PT Raised to $58 at BofA Securities</title>
   <link>http://www.streetinsider.com/Analyst+Comments/ASX+Ltd.+%28ASX%29+PT+Raised+to+%2458+at+BofA+Securities/27176035.html</link>
   <description>&lt;p&gt;BofA Securities analyst Haas Liu raised the price target on ASX Ltd. (NYSE: ASX) to $58.00 (from $51.00) while maintaining a Buy rating.&lt;/p&gt;&lt;p&gt;The analyst comments &quot;ASE reported 3Q26 sales +28% QoQ better than its guide, driven by stronger IC ATM (+20% QoQ vs. BofAe +13% QoQ) and mild upside in EMS (+42% QoQ vs. BofAe +40% QoQ). We believe IC ATM strength is led by modest mainstream packaging and testing price hike on industry supply tightness, supplemented by LEAP business ramp. EMS also benefited from Apple product seasonal builds and higher component cost pass through. With improving packaging and testing</description>
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   <pubDate>Tue, 13 Oct 2026 05:19:47 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">ASX</category>
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   <title>ASE Technology September revenue rises 45.5% year-over-year</title>
   <link>http://www.streetinsider.com/Corporate+News/ASE+Technology+September+revenue+rises+45.5%25+year-over-year/27173539.html</link>
   <description>&lt;p&gt;ASE Technology Holding Co., Ltd. (NYSE: ASX) reported unaudited consolidated net revenues of NT$88,130 million ($2,777 million) for September 2026, up 45.5% from NT$60,561 million ($1,995 million) in September 2025 and up 7.2% from NT$82,247 million ($2,556 million) in August 2026, according to a company statement.&lt;/p&gt;&lt;p&gt;For the third quarter of 2026, consolidated net revenues reached NT$244,161 million ($7,642 million), a 44.8% increase from NT$168,569 million ($5,663 million) in the third quarter of 2025 and a 27.8% rise from NT$191,064 million ($6,050 million) in the second quarter of 2026.&lt;/p&gt;&lt;p&gt;The company's assembly, testing, and material (ATM) segment posted September net revenues of</description>
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   <pubDate>Mon, 12 Oct 2026 06:05:31 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">ASX</category>
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   <title>ASE Technology Holding Co., Ltd. Announces Monthly Net Revenues*</title>
   <link>http://www.streetinsider.com/Press+Releases/ASE+Technology+Holding+Co.%2C+Ltd.+Announces+Monthly+Net+Revenues%2A/27173154.html</link>
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                &lt;p&gt;&lt;span class=&quot;legendSpanClass&quot;&gt;&lt;location value=&quot;LU/tw..taipei&quot; idsrc=&quot;xmltag.org&quot; &gt;TAIPEI&lt;/location&gt;&lt;/span&gt;, &lt;span class=&quot;legendSpanClass&quot;&gt;&lt;chron&gt;Oct. 12, 2026&lt;/chron&gt;&lt;/span&gt; /PRNewswire/ -- &lt;span value=&quot;Taiwan:3711&quot; idsrc=&quot;xmltag.org&quot; &gt;ASE Technology Holding Co., Ltd.&lt;/span&gt; (NYSE: ASX, TAIEX: 3711, &quot;ASEH&quot; or the &quot;Company&quot;), announces its unaudited consolidated net revenues for September and 3&lt;sup&gt;rd&lt;/sup&gt; quarter of 2026.&lt;/p&gt;
                &lt;p&gt;&lt;b&gt;CONSOLIDATED NET REVENUES (UNAUDITED)&lt;/b&gt;&lt;/p&gt;
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   <pubDate>Mon, 12 Oct 2026 03:00:00 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">ASX</category>
   	  </item>
  <item>
   <title>ASE Technology Holding Co., Ltd. Announces Monthly Net Revenues*</title>
   <link>http://www.streetinsider.com/PRNewswire/ASE+Technology+Holding+Co.%2C+Ltd.+Announces+Monthly+Net+Revenues%2A/27173154.html</link>
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&lt;div class=&quot;xn-content&quot;&gt;
                &lt;p&gt;&lt;span class=&quot;legendSpanClass&quot;&gt;&lt;location value=&quot;LU/tw..taipei&quot; idsrc=&quot;xmltag.org&quot; &gt;TAIPEI&lt;/location&gt;&lt;/span&gt;, &lt;span class=&quot;legendSpanClass&quot;&gt;&lt;chron&gt;Oct. 12, 2026&lt;/chron&gt;&lt;/span&gt; /PRNewswire/ -- &lt;span value=&quot;Taiwan:3711&quot; idsrc=&quot;xmltag.org&quot; &gt;ASE Technology Holding Co., Ltd.&lt;/span&gt; (NYSE: ASX, TAIEX: 3711, &quot;ASEH&quot; or the &quot;Company&quot;), announces its unaudited consolidated net revenues for September and 3&lt;sup&gt;rd&lt;/sup&gt; quarter of 2026.&lt;/p&gt;
                &lt;p&gt;&lt;b&gt;CONSOLIDATED NET REVENUES (UNAUDITED)&lt;/b&gt;&lt;/p&gt;
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   <pubDate>Mon, 12 Oct 2026 03:00:00 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">ASX</category>
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  <item>
   <title>Form  4          ASE Technology Holding    For: Sep 22  Filed by: Chang Hung Pen</title>
   <link>http://www.streetinsider.com/SEC+Filings/Form++4++++++++++ASE+Technology+Holding++++For%3A+Sep+22++Filed+by%3A+Chang+Hung+Pen/27098467.html</link>
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   <pubDate>Thu, 24 Sep 2026 06:06:00 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">ASX</category>
   	  </item>
  <item>
   <title>CPO is emerging as the next major AI infra bottleneck. Citi says buy these stocks</title>
   <link>http://www.streetinsider.com/Hot+List/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html</link>
   <description>&lt;p&gt;Co-packaged optics (CPO) is becoming one of the clearest structural shifts in AI hardware as it addresses two key constraints — data transmission bandwidth and power consumption — according to Citi. In this view, the bank named a handful of stocks it views as core beneficiaries of this and other emerging AI infrastructure bottlenecks.&lt;/p&gt;&lt;p&gt;Following recent U.S. marketing meetings, Citi said investors focused on the longevity of the AI infrastructure cycle beyond 2028 and the &quot;next value-upgrade bottlenecks.&quot; &lt;/p&gt;&lt;p&gt;The bank said AI growth is broadening from GPUs into networking, custom ASICs, co-packaged optics, advanced packaging and power infrastructure, with Taiwan's supply</description>
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   <pubDate>Tue, 22 Sep 2026 09:00:00 -0400</pubDate>
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   <title>CPO is emerging as the next major AI infra bottleneck. Citi says buy these stocks</title>
   <link>http://www.streetinsider.com/Hot+List/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html</link>
   <description>&lt;p&gt;Co-packaged optics (CPO) is becoming one of the clearest structural shifts in AI hardware as it addresses two key constraints — data transmission bandwidth and power consumption — according to Citi. In this view, the bank named a handful of stocks it views as core beneficiaries of this and other emerging AI infrastructure bottlenecks.&lt;/p&gt;&lt;p&gt;Following recent U.S. marketing meetings, Citi said investors focused on the longevity of the AI infrastructure cycle beyond 2028 and the &quot;next value-upgrade bottlenecks.&quot; &lt;/p&gt;&lt;p&gt;The bank said AI growth is broadening from GPUs into networking, custom ASICs, co-packaged optics, advanced packaging and power infrastructure, with Taiwan's supply</description>
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   <pubDate>Tue, 22 Sep 2026 09:00:00 -0400</pubDate>
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   <title>CPO is emerging as the next major AI infra bottleneck. Citi says buy these stocks</title>
   <link>http://www.streetinsider.com/Hot+List/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html</link>
   <description>&lt;p&gt;Co-packaged optics (CPO) is becoming one of the clearest structural shifts in AI hardware as it addresses two key constraints — data transmission bandwidth and power consumption — according to Citi. In this view, the bank named a handful of stocks it views as core beneficiaries of this and other emerging AI infrastructure bottlenecks.&lt;/p&gt;&lt;p&gt;Following recent U.S. marketing meetings, Citi said investors focused on the longevity of the AI infrastructure cycle beyond 2028 and the &quot;next value-upgrade bottlenecks.&quot; &lt;/p&gt;&lt;p&gt;The bank said AI growth is broadening from GPUs into networking, custom ASICs, co-packaged optics, advanced packaging and power infrastructure, with Taiwan's supply</description>
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   <pubDate>Tue, 22 Sep 2026 09:00:00 -0400</pubDate>
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   <title>CPO is emerging as the next major AI infra bottleneck. Citi says buy these stocks</title>
   <link>http://www.streetinsider.com/Hot+List/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html</link>
   <description>&lt;p&gt;Co-packaged optics (CPO) is becoming one of the clearest structural shifts in AI hardware as it addresses two key constraints — data transmission bandwidth and power consumption — according to Citi. In this view, the bank named a handful of stocks it views as core beneficiaries of this and other emerging AI infrastructure bottlenecks.&lt;/p&gt;&lt;p&gt;Following recent U.S. marketing meetings, Citi said investors focused on the longevity of the AI infrastructure cycle beyond 2028 and the &quot;next value-upgrade bottlenecks.&quot; &lt;/p&gt;&lt;p&gt;The bank said AI growth is broadening from GPUs into networking, custom ASICs, co-packaged optics, advanced packaging and power infrastructure, with Taiwan's supply</description>
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   <title>CPO is emerging as the next major AI infra bottleneck. Citi says buy these stocks</title>
   <link>http://www.streetinsider.com/Hot+List/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html</link>
   <description>&lt;p&gt;Co-packaged optics (CPO) is becoming one of the clearest structural shifts in AI hardware as it addresses two key constraints — data transmission bandwidth and power consumption — according to Citi. In this view, the bank named a handful of stocks it views as core beneficiaries of this and other emerging AI infrastructure bottlenecks.&lt;/p&gt;&lt;p&gt;Following recent U.S. marketing meetings, Citi said investors focused on the longevity of the AI infrastructure cycle beyond 2028 and the &quot;next value-upgrade bottlenecks.&quot; &lt;/p&gt;&lt;p&gt;The bank said AI growth is broadening from GPUs into networking, custom ASICs, co-packaged optics, advanced packaging and power infrastructure, with Taiwan's supply</description>
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   <title>CPO is emerging as the next major AI infra bottleneck. Citi says buy these stocks</title>
   <link>http://www.streetinsider.com/Hot+List/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html</link>
   <description>&lt;p&gt;Co-packaged optics (CPO) is becoming one of the clearest structural shifts in AI hardware as it addresses two key constraints — data transmission bandwidth and power consumption — according to Citi. In this view, the bank named a handful of stocks it views as core beneficiaries of this and other emerging AI infrastructure bottlenecks.&lt;/p&gt;&lt;p&gt;Following recent U.S. marketing meetings, Citi said investors focused on the longevity of the AI infrastructure cycle beyond 2028 and the &quot;next value-upgrade bottlenecks.&quot; &lt;/p&gt;&lt;p&gt;The bank said AI growth is broadening from GPUs into networking, custom ASICs, co-packaged optics, advanced packaging and power infrastructure, with Taiwan's supply</description>
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   <pubDate>Tue, 22 Sep 2026 09:00:00 -0400</pubDate>
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   <title>CPO is emerging as the next major AI infra bottleneck. Citi says buy these stocks</title>
   <link>http://www.streetinsider.com/Hot+List/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html</link>
   <description>&lt;p&gt;Co-packaged optics (CPO) is becoming one of the clearest structural shifts in AI hardware as it addresses two key constraints — data transmission bandwidth and power consumption — according to Citi. In this view, the bank named a handful of stocks it views as core beneficiaries of this and other emerging AI infrastructure bottlenecks.&lt;/p&gt;&lt;p&gt;Following recent U.S. marketing meetings, Citi said investors focused on the longevity of the AI infrastructure cycle beyond 2028 and the &quot;next value-upgrade bottlenecks.&quot; &lt;/p&gt;&lt;p&gt;The bank said AI growth is broadening from GPUs into networking, custom ASICs, co-packaged optics, advanced packaging and power infrastructure, with Taiwan's supply</description>
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   <title>CPO is emerging as the next major AI infra bottleneck. Citi says buy these stocks</title>
   <link>http://www.streetinsider.com/Hot+List/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html</link>
   <description>&lt;p&gt;Co-packaged optics (CPO) is becoming one of the clearest structural shifts in AI hardware as it addresses two key constraints — data transmission bandwidth and power consumption — according to Citi. In this view, the bank named a handful of stocks it views as core beneficiaries of this and other emerging AI infrastructure bottlenecks.&lt;/p&gt;&lt;p&gt;Following recent U.S. marketing meetings, Citi said investors focused on the longevity of the AI infrastructure cycle beyond 2028 and the &quot;next value-upgrade bottlenecks.&quot; &lt;/p&gt;&lt;p&gt;The bank said AI growth is broadening from GPUs into networking, custom ASICs, co-packaged optics, advanced packaging and power infrastructure, with Taiwan's supply</description>
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   <pubDate>Tue, 22 Sep 2026 09:00:00 -0400</pubDate>
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   <title>CPO is emerging as the next major AI infra bottleneck. Citi says buy these stocks</title>
   <link>http://www.streetinsider.com/Hot+List/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html</link>
   <description>&lt;p&gt;Co-packaged optics (CPO) is becoming one of the clearest structural shifts in AI hardware as it addresses two key constraints — data transmission bandwidth and power consumption — according to Citi. In this view, the bank named a handful of stocks it views as core beneficiaries of this and other emerging AI infrastructure bottlenecks.&lt;/p&gt;&lt;p&gt;Following recent U.S. marketing meetings, Citi said investors focused on the longevity of the AI infrastructure cycle beyond 2028 and the &quot;next value-upgrade bottlenecks.&quot; &lt;/p&gt;&lt;p&gt;The bank said AI growth is broadening from GPUs into networking, custom ASICs, co-packaged optics, advanced packaging and power infrastructure, with Taiwan's supply</description>
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   <title>CPO is emerging as the next major AI infra bottleneck. Citi says buy these stocks</title>
   <link>http://www.streetinsider.com/Hot+List/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html</link>
   <description>&lt;p&gt;Co-packaged optics (CPO) is becoming one of the clearest structural shifts in AI hardware as it addresses two key constraints — data transmission bandwidth and power consumption — according to Citi. In this view, the bank named a handful of stocks it views as core beneficiaries of this and other emerging AI infrastructure bottlenecks.&lt;/p&gt;&lt;p&gt;Following recent U.S. marketing meetings, Citi said investors focused on the longevity of the AI infrastructure cycle beyond 2028 and the &quot;next value-upgrade bottlenecks.&quot; &lt;/p&gt;&lt;p&gt;The bank said AI growth is broadening from GPUs into networking, custom ASICs, co-packaged optics, advanced packaging and power infrastructure, with Taiwan's supply</description>
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   <title>CPO is emerging as the next major AI infra bottleneck. Citi says buy these stocks</title>
   <link>http://www.streetinsider.com/Hot+List+Pro/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html</link>
   <description>&lt;p&gt;Co-packaged optics (CPO) is becoming one of the clearest structural shifts in AI hardware as it addresses two key constraints — data transmission bandwidth and power consumption — according to Citi. In this view, the bank named a handful of stocks it views as core beneficiaries of this and other emerging AI infrastructure bottlenecks.&lt;/p&gt;&lt;p&gt;Following recent U.S. marketing meetings, Citi said investors focused on the longevity of the AI infrastructure cycle beyond 2028 and the &quot;next value-upgrade bottlenecks.&quot; &lt;/p&gt;&lt;p&gt;The bank said AI growth is broadening from GPUs into networking, custom ASICs, co-packaged optics, advanced packaging and power infrastructure, with Taiwan's supply</description>
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   <title>CPO is emerging as the next major AI infra bottleneck. Citi says buy these stocks</title>
   <link>http://www.streetinsider.com/Hot+List+Pro/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html</link>
   <description>&lt;p&gt;Co-packaged optics (CPO) is becoming one of the clearest structural shifts in AI hardware as it addresses two key constraints — data transmission bandwidth and power consumption — according to Citi. In this view, the bank named a handful of stocks it views as core beneficiaries of this and other emerging AI infrastructure bottlenecks.&lt;/p&gt;&lt;p&gt;Following recent U.S. marketing meetings, Citi said investors focused on the longevity of the AI infrastructure cycle beyond 2028 and the &quot;next value-upgrade bottlenecks.&quot; &lt;/p&gt;&lt;p&gt;The bank said AI growth is broadening from GPUs into networking, custom ASICs, co-packaged optics, advanced packaging and power infrastructure, with Taiwan's supply</description>
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   <title>CPO is emerging as the next major AI infra bottleneck. Citi says buy these stocks</title>
   <link>http://www.streetinsider.com/Hot+List+Pro/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html</link>
   <description>&lt;p&gt;Co-packaged optics (CPO) is becoming one of the clearest structural shifts in AI hardware as it addresses two key constraints — data transmission bandwidth and power consumption — according to Citi. In this view, the bank named a handful of stocks it views as core beneficiaries of this and other emerging AI infrastructure bottlenecks.&lt;/p&gt;&lt;p&gt;Following recent U.S. marketing meetings, Citi said investors focused on the longevity of the AI infrastructure cycle beyond 2028 and the &quot;next value-upgrade bottlenecks.&quot; &lt;/p&gt;&lt;p&gt;The bank said AI growth is broadening from GPUs into networking, custom ASICs, co-packaged optics, advanced packaging and power infrastructure, with Taiwan's supply</description>
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   <title>CPO is emerging as the next major AI infra bottleneck. Citi says buy these stocks</title>
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   <description>&lt;p&gt;Co-packaged optics (CPO) is becoming one of the clearest structural shifts in AI hardware as it addresses two key constraints — data transmission bandwidth and power consumption — according to Citi. In this view, the bank named a handful of stocks it views as core beneficiaries of this and other emerging AI infrastructure bottlenecks.&lt;/p&gt;&lt;p&gt;Following recent U.S. marketing meetings, Citi said investors focused on the longevity of the AI infrastructure cycle beyond 2028 and the &quot;next value-upgrade bottlenecks.&quot; &lt;/p&gt;&lt;p&gt;The bank said AI growth is broadening from GPUs into networking, custom ASICs, co-packaged optics, advanced packaging and power infrastructure, with Taiwan's supply</description>
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   <title>CPO is emerging as the next major AI infra bottleneck. Citi says buy these stocks</title>
   <link>http://www.streetinsider.com/Hot+List+Pro/CPO+is+emerging+as+the+next+major+AI+infra+bottleneck.+Citi+says+buy+these+stocks/27088417.html</link>
   <description>&lt;p&gt;Co-packaged optics (CPO) is becoming one of the clearest structural shifts in AI hardware as it addresses two key constraints — data transmission bandwidth and power consumption — according to Citi. In this view, the bank named a handful of stocks it views as core beneficiaries of this and other emerging AI infrastructure bottlenecks.&lt;/p&gt;&lt;p&gt;Following recent U.S. marketing meetings, Citi said investors focused on the longevity of the AI infrastructure cycle beyond 2028 and the &quot;next value-upgrade bottlenecks.&quot; &lt;/p&gt;&lt;p&gt;The bank said AI growth is broadening from GPUs into networking, custom ASICs, co-packaged optics, advanced packaging and power infrastructure, with Taiwan's supply</description>
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