Research analysts who have asked questions during ASE Technology earnings calls.
CC
Charlie Chan
Morgan Stanley
6 questions for ASX
Also covers: 3711.TW, TSM, UMC
GH
Gokul Hariharan
JPMorgan Chase & Co
6 questions for ASX
Also covers: 3711.TW, GDS, SIMO +2 more
Brad Lin
Bank of America
5 questions for ASX
Also covers: 3711.TW, TSM, UMC
SL
Sunny Lin
UBS
5 questions for ASX
Also covers: 3711.TW, TSM, UMC
Chia Yi Chen
Citigroup
4 questions for ASX
Also covers: 3711.TW, TSM, UMC
JT
Jason Tsang
CLSA
3 questions for ASX
Also covers: 3711.TW, UMC
LC
Laura Chen
Citigroup
2 questions for ASX
Also covers: TSM, UMC
ZL
Zheng Lu
Goldman Sachs
2 questions for ASX
Also covers: 3711.TW, TSM, UMC
BL
Bruce Liu
Goldman Sachs
1 question for ASX
BL
Bruce Lu
Goldman Sachs
1 question for ASX
Also covers: TSM, UMC
FP
Felix Pan (Junhong Pan)
KGI Securities
1 question for ASX
Also covers: TSM, UMC
RH
Rick Hsu
Daiwa Securities
1 question for ASX
Also covers: TSM
To Tsang
CLSA
1 question for ASX
Recent press releases and 8-K filings for ASX.
ASE Technology Holding Co., Ltd. Announces Q4 and Full Year 2025 Net Revenues
ASX
Earnings
Revenue Acceleration/Inflection
- ASE Technology Holding Co., Ltd. reported unaudited consolidated net revenues of $5,763 million (US$) for Q4 2025, marking a 14.2% year-over-year increase, and $20,782 million (US$) for the full year 2025, up 11.8% from 2024.
- The ATM assembly, testing and material business contributed $3,553 million (US$) in net revenues for Q4 2025, a 29.3% year-over-year increase, and $12,539 million (US$) for the full year 2025, reflecting a 23.2% increase from 2024.
1 day ago
ASE Technology Holding Co., Ltd. Announces December, Q4, and Full Year 2025 Net Revenues
ASX
Earnings
Revenue Acceleration/Inflection
- ASE Technology Holding Co., Ltd. reported consolidated net revenues of $1,880 million for December 2025, reflecting a 15.3% year-over-year increase.
- For Q4 2025, consolidated net revenues were $5,763 million, an increase of 14.2% year-over-year and 1.8% sequentially.
- Full year 2025 consolidated net revenues reached $20,782 million, marking an 11.8% increase compared to 2024.
- The ATM assembly, testing, and material business contributed significantly, with Q4 2025 net revenues of $3,553 million (up 29.3% year-over-year) and full year 2025 net revenues of $12,539 million (up 23.2% year-over-year).
2 days ago
ASE Technology Holding Co., Ltd. Announces November 2025 Net Revenues
ASX
Revenue Acceleration/Inflection
Demand Weakening
- 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.
Dec 9, 2025, 11:19 AM
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.
Dec 9, 2025, 7:00 AM
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
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
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
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
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
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
Quarterly earnings call transcripts for ASE Technology.
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