The strong April revenue print, especially the 33.6% YoY surge in ATM revenues, signals sustained demand for advanced packaging and testing services. Traders should watch for May/June revenue trends to confirm the trajectory, and monitor any guidance updates in the next 20-F or earnings release.
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Executive Summary
ASE Technology reported April 2026 monthly net revenues of NT$62,247 million (US$1,957 million), up 19.2% YoY in NT$ and 23.1% YoY in US$, driven by 29.3% YoY growth in ATM assembly, testing and material revenues. The sequential revenue increase (+1.1% NT$) and strong YoY growth confirm continued robust demand for advanced packaging and testing services, building on the company's 2025 annual results.
Key Facts
- April 2026 consolidated net revenues: NT$62,247 million (US$1,957 million), +19.2% YoY (NT$) and +23.1% YoY (US$)
- Sequential revenue growth of +1.1% (NT$) from March 2026
- ATM (assembly, testing and material) net revenues: NT$40,502 million (US$1,274 million), +29.3% YoY (NT$) and +33.6% YoY (US$)
- April 2025 comparable revenues: NT$52,211 million (US$1,590 million)
- 2025 annual results (20-F filed Apr 1, 2026) showed 8.4% revenue growth to $20.6B and 23.6% net profit growth to $1.28B
Financial Impact
April 2026 monthly revenue of US$1,957M represents a 23.1% YoY increase, with ATM segment growing 33.6% YoY
Risk Factors
- Semiconductor cyclicality and potential demand normalization
- Geopolitical risks from US-China trade tensions and cross-strait relations
- Foreign exchange fluctuations (NT$/US$) impacting reported revenues
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0000950103-26-006979 |
| Document: 0000950103-26-006979-index-headers.html | 0000950103-26-006979 |
| Document: 0000950103-26-006979-index.html | 0000950103-26-006979 |
| Document: 0000950103-26-006979.txt | 0000950103-26-006979 |
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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