$40.80
+3.21%Research · Oct 3, 2026
[ASX] ASE Technology: Q3 2026 Earnings Preview on Advanced Packaging Capacity
ASE Technology's Q2 2026 revenue rose 26.7% to NT$191.06 billion with a 27.3% ATM gross margin; Q3 tests whether new capacity lifts ATM sales and margins together.
Research · Sep 3, 2026
[ASX] ASE Technology Thesis 2026: Advanced Packaging Doubles as Leading-Edge Demand Arrives
ASE Technology FY25 (Dec 31, 2025; TWD) at NT$648.9B revenue (+8%). NI NT$40.9B; EPS NT$18.46. ATM revenue +20%; LEAP services NT$1.6B (13% of ATM); Testing +36%. EMS -5%. Capex NT$163B (+99% on advanced packaging build-out for AI). FY26 leading-edge revenue at least 2x; Q1 FY26 -5-7% QoQ.