The sustained double-digit YoY growth in both consolidated and ATM revenues confirms robust demand for advanced packaging services, likely tied to AI/HPC chip demand. Traders should watch for the June quarter-end revenue print and any guidance updates in the next 6-K or 20-F filing. The sequential acceleration in ATM (+4.1%) versus total (+1.3%) suggests favorable mix shift toward higher-value services.
Price Chart
Executive Summary
ASE Technology reported May 2026 monthly net revenues of NT$63,033M (US$2,001M), up 28.6% YoY and 1.3% sequentially, with the ATM (assembly, testing, material) segment growing 37.9% YoY. The strong YoY growth continues the momentum from the 2025 annual results and reinforces the demand trend in advanced packaging and testing.
Key Facts
- May 2026 consolidated net revenues: NT$63,033M (US$2,001M), +28.6% YoY, +1.3% sequential
- ATM segment net revenues: NT$42,162M (US$1,338M), +37.9% YoY, +4.1% sequential
- Sequential growth accelerated in ATM (+4.1% vs consolidated +1.3%), indicating strong core packaging/testing demand
- YoY growth of 28.6% is the highest monthly print in the filing period, building on 2025's 8.4% annual revenue growth
Financial Impact
May revenue of US$2,001M represents a 26.1% YoY increase in USD terms, with ATM segment up 35.2% YoY in USD
Risk Factors
- Monthly data is unaudited and can be volatile; one month does not confirm a trend
- Forward-looking statements caution about semiconductor cyclicality and trade policy risks
- Insider selling of $41M over the past 30 days may signal some caution at current valuation levels
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0000950103-26-008681 |
| Document: 0000950103-26-008681-index-headers.html | 0000950103-26-008681 |
| Document: 0000950103-26-008681-index.html | 0000950103-26-008681 |
| Document: 0000950103-26-008681.txt | 0000950103-26-008681 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 9, 2026 23d ago | 6-K | $41.20 $38.44 | ▼ −6.70% | ▼ −6.37% | $47.49 (+15.25%) |
Aug 10, 2026 7w ago | 6-K | $37.59 $39.91 | ▲ +6.17% | ▲ +6.22% | $47.49 (+26.32%) |
Aug 3, 2026 8w ago | 6-K | $36.68 $37.59 | ▲ +2.48% | ▲ +0.45% | $47.49 (+29.46%) |
Jul 30, 2026 9w ago | 6-K | $34.77 $37.25 | ▲ +7.13% | ▲ +3.51% | $47.49 (+36.57%) |
Jun 9, 2026 16w ago | 6-K | $35.08 $38.50 | ▲ +9.75% | ▲ +7.34% | $47.49 (+35.36%) |
Jun 3, 2026 17w ago | Insider Cluster | $39.91 $34.30 | ▼ −14.06% | ▼ −10.24% | $47.49 (+18.98%) |
May 8, 2026 21w ago | 6-K | $34.23 $35.25 | ▲ +2.98% | ▲ +1.52% | $47.49 (+38.72%) |
Apr 29, 2026 22w ago | 6-K | $30.59 $33.44 | ▲ +9.32% | ▲ +6.21% | $47.49 (+55.23%) |
Apr 20, 2026 23w ago | Insider Cluster | $29.28 $30.85 | ▼ −5.36% | ▼ −4.45% | $47.49 (−62.18%) |
Apr 20, 2026 23w ago | Insider Cluster | $29.28 $30.85 | ▼ −5.36% | ▼ −4.45% | $47.49 (−62.18%) |
US Market Status
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