ASE Technology (ASX) Company Report

ASE Technology Holding Co., Ltd. reported consolidated net revenues of US$1,903 million for November 2025.
These consolidated net revenues represent a 3.9% sequential decrease from October 2025 but a 15.5% year-over-year increase compared to November 2024.
The ATM assembly, testing, and material business contributed US$1,167 million in net revenues for November 2025, showing a 1.5% sequential decrease but a 28.5% year-over-year increase.

4 days ago

6-K

ASE Technology Holding Co., Ltd. Announces November 2025 Net Revenues

ASX

Earnings

Revenue Acceleration/Inflection

ASE Technology Holding Co., Ltd. announced its unaudited consolidated net revenues for November 2025.
Consolidated net revenues for November 2025 were NT$58,820 million (US$1,903 million).
This represents a 2.3% sequential decrease and an 11.1% year-over-year increase in NT$ terms.
Net revenues for the ATM assembly, testing, and material business reached NT$36,082 million (US$1,167 million) in November 2025.
ATM net revenues experienced a 0.1% sequential increase and a 23.6% year-over-year increase in NT$ terms.

4 days ago

Press Release

ASE Technology Holding Co., Ltd. Announces October 2025 Net Revenues

ASX

Revenue Acceleration/Inflection

ASE Technology Holding Co., Ltd. reported unaudited consolidated net revenues of US$1,980 million for October 2025.
This represents a 12.1% year-over-year increase in consolidated net revenues in US dollars for October 2025.
Net revenues for the ATM assembly, testing, and material business reached US$1,185 million in October 2025, marking a 29.1% year-over-year growth in US dollars.

Nov 10, 2025, 11:02 AM

6-K

ASE Technology Holding Co., Ltd. Announces October 2025 Net Revenues

ASX

Earnings

Revenue Acceleration/Inflection

ASE Technology Holding Co., Ltd. reported consolidated net revenues of NT$60,231 million (US$1,980 million) for October 2025.
Consolidated net revenues experienced a sequential decrease of 0.5% (NT$) or 0.8% (US$) from September 2025, but showed a year-over-year increase of 6.7% (NT$) or 12.1% (US$) compared to October 2024.
Net revenues for the ATM assembly, testing, and material business reached NT$36,039 million (US$1,185 million) in October 2025.
The ATM business segment demonstrated strong growth, with a sequential increase of 3.0% (NT$) or 2.7% (US$) and a significant year-over-year increase of 22.9% (NT$) or 29.1% (US$).

Nov 10, 2025, 7:00 AM

Press Release

ASE Technology Holding Co., Ltd. Reports Q3 2025 Financial Results

ASX

Earnings

Revenue Acceleration/Inflection

ASE Technology Holding Co., Ltd. reported unaudited consolidated net revenues of NT$168,569 million for Q3 2025, marking a 5.3% year-over-year increase and an 11.8% sequential increase.
Net income attributable to shareholders of the parent for Q3 2025 was NT$10,870 million, with basic earnings per share at NT$2.50 (US$0.168 per ADS) and diluted earnings per share at NT$2.41 (US$0.162 per ADS).
The company's gross margin increased to 17.1% in Q3 2025 from 17.0% in Q2 2025, and the operating margin was 7.8% in Q3 2025, up from 6.8% in Q2 2025.
ATM operations generated net revenues of NT$100,289 million, an increase of 16.9% year-over-year, while EMS operations reported net revenues of NT$69,022 million, a decrease of 8.4% year-over-year.
Equipment capital expenditures totaled US$779 million in Q3 2025, and as of September 30, 2025, the current ratio was 1.13 and the net debt to equity ratio was 0.63.

Oct 30, 2025, 10:42 AM

6-K

ASE Technology Holding Co., Ltd. Reports Q3 2025 Results and Provides Q4 2025 Outlook

ASX

Earnings

Guidance Update

For Q3 2025, ASE Technology Holding Co., Ltd. reported total net revenues of NT$168,569 million and net income attributable to shareholders of the parent of NT$10,870 million, resulting in basic EPS of NT$2.50.
The company achieved a gross profit of NT$28,877 million (17.1%) and operating income of NT$13,201 million (7.8%) for Q3 2025.
For the fourth quarter of 2025, management projects consolidated revenue to grow by 1% to 2% quarter-over-quarter in NT dollar terms, with consolidated gross and operating margins expected to increase by 70 to 100 basis points quarter-over-quarter.
ATM revenue is projected to grow by 3% to 5% quarter-over-quarter, while EMS revenue is expected to stay flat or decline slightly quarter-over-quarter in NT dollar terms for Q4 2025.

Oct 30, 2025, 10:40 AM

6-K

ASE Technology Holding Announces Q3 2025 Earnings

ASX

Earnings

Revenue Acceleration/Inflection

New Projects/Investments

ASE Technology Holding reported Total Net Revenues of NT$168,569 million for Q3 2025, marking a 12% increase quarter-over-quarter and 5% year-over-year.
Net Income Attributable to Shareholders of the Parent for Q3 2025 was NT$10,870 million, a 45% increase from the previous quarter and 12% year-over-year, resulting in Basic EPS of NT$2.50.
The ATM segment contributed NT$99,393 million to revenues, while the EMS segment contributed NT$68,405 million in Q3 2025.
As of September 30, 2025, Total Assets were NT$842,644 million, and Total interest bearing debts amounted to NT$295,682 million.

Oct 30, 2025, 7:00 AM

Presentation

ASX Reports Strong Q3 2025 Results and Positive Q4 Outlook

ASX

Earnings

Guidance Update

New Projects/Investments

ASX reported Q3 2025 consolidated net revenues of $168.6 billion, an increase of 12% sequentially and 5% year over year, with fully diluted EPS of $2.41.
The ATM business achieved record revenues of $100.3 billion, growing 8% sequentially and 17% annually, with its test business outpacing assembly growth.
For Q4 2025, ASX projects consolidated revenue to grow by 1% to 2% quarter over quarter, with gross and operating margins expected to increase by 70 to 100 basis points quarter over quarter.
The company is on track to achieve $1.6 billion in LEAP (Leading-Edge Advanced Packaging) revenues for 2025 and anticipates an additional $1 billion revenue increase from LEAP in 2026, supported by continued heavy CapEx investments.
Foreign exchange fluctuations, specifically the NT dollar's appreciation, negatively impacted both holding company and ATM margins in Q3 2025.

Oct 30, 2025, 7:00 AM

Transcript

ASE Technology Holding Co. Reports Q3 2025 Results and Provides Q4 2025 Guidance

ASX

Earnings

Guidance Update

New Projects/Investments

ASE Technology Holding Co. reported consolidated net revenues of $168.6 billion in Q3 2025, marking a 12% sequential increase and 5% year-over-year growth, with fully diluted EPS of $2.41.
The company provided Q4 2025 guidance, projecting consolidated revenue growth of 1% to 2% quarter over quarter and anticipating consolidated gross and operating margins to increase by 70 to 100 basis points sequentially.
The LEAP business is on track to achieve $1.6 billion in revenue for 2025 and is expected to generate an additional over $1 billion in revenue in 2026, supported by continued heavy investments in leading-edge CapEx.
Foreign exchange fluctuations significantly impacted Q3 2025 results, with the NT dollar strengthening by 4.6% against the US dollar, leading to estimated negative sequential impacts of 1.4% on holding company margins and 2.1% on ATM margins.
The ATM business achieved record revenues of $100.3 billion in Q3 2025, representing an 8% sequential and 17% annual increase, with the test business continuing to grow faster than assembly.

Oct 30, 2025, 7:00 AM

Transcript

ASE Technology Holding Reports Strong Q3 2025 Results and Positive Q4 2025 Outlook

ASX

Earnings

Guidance Update

New Projects/Investments

ASE Technology Holding reported Q3 2025 net income of TWD 10.9 billion and operating profit of TWD 13.2 billion, with the ATM business achieving record revenues of TWD 100.3 billion, an 8% sequential increase.
For Q4 2025, the company projects consolidated revenue to grow by 1%-2% quarter over quarter, with consolidated gross and operating margins expected to increase by 70-100 basis points sequentially.
The leading-edge advanced packaging (LEAP) business is on track to reach $1.6 billion in revenue for 2025 and anticipates an additional over $1 billion revenue increase in 2026.
The company plans to further increase its full-year capital expenditures by a few hundred million U.S. dollars to support continued business momentum into 2026, particularly for wafer probing for AI and non-AI chips.
Mainstream business performance is better than expected due to general market recovery, contributing to an anticipated over 20% year-over-year growth in ATM 2025 full-year revenue in U.S. dollar terms.