The sequential acceleration in Q3 (27.8% sequential vs 7.2% in September) and 51% YoY ATM growth signals accelerating end-market demand. Monitor upcoming Q3 earnings release for margin and guidance details to confirm profitability trends.
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Executive Summary
ASE Technology reported unaudited September and Q3 2026 net revenues showing strong sequential and year-over-year growth. Q3 consolidated net revenues reached NT$244,161 million (US$7,642 million), up 27.8% sequentially and 44.8% YoY, driven by robust ATM (assembly, testing, and materials) segment growth. The results indicate sustained demand for semiconductor packaging and testing services.
Key Facts
- September 2026 consolidated net revenues: NT$88,130 million (US$2,777 million), +7.2% sequential, +45.5% YoY
- Q3 2026 consolidated net revenues: NT$244,161 million (US$7,642 million), +27.8% sequential, +44.8% YoY
- ATM segment Q3 net revenues: NT$151,485 million (US$4,741 million), +20.1% sequential, +51.0% YoY
- ATM segment September net revenues: NT$52,674 million (US$1,660 million), +2.7% sequential, +50.5% YoY
Financial Impact
Q3 consolidated net revenues grew 44.8% YoY to NT$244,161 million, with ATM segment accelerated 51.0% YoY growth in the core ATM business
Risk Factors
- Forward-looking statements caution about semiconductor cyclicality, trade policy shifts, and geopolitical risks in Taiwan-China relations
- Revenue growth may not translate to proportional earnings growth due to cost pressures or FX fluctuations
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0000950103-26-015458 |
| Document: 0000950103-26-015458-index-headers.html | 0000950103-26-015458 |
| Document: 0000950103-26-015458-index.html | 0000950103-26-015458 |
| Document: 0000950103-26-015458.txt | 0000950103-26-015458 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 13, 2026 13d ago | 6-K | $47.60 | awaiting T+60 | — | $39.91 (−16.16%) |
Sep 9, 2026 6w ago | 6-K | $41.20 | awaiting T+60 | — | $39.91 (−3.13%) |
Aug 10, 2026 11w ago | 6-K | $37.59 | awaiting T+60 | — | $39.91 (+6.17%) |
Aug 3, 2026 12w ago | 6-K | $36.68 | awaiting T+60 | — | $39.91 (+8.81%) |
Jul 30, 2026 12w ago | 6-K | $34.77 $38.69 | ▲ +11.27% | ▲ +8.81% | $39.91 (+14.78%) |
Jun 9, 2026 19w ago | 6-K | $35.08 $37.08 | ▲ +5.70% | ▲ +1.89% | $39.91 (+13.77%) |
Jun 3, 2026 20w ago | Insider Cluster | $39.91 $38.90 | ▼ −2.53% | ▼ −5.03% | $39.91 (−0.00%) |
May 8, 2026 24w ago | 6-K | $34.23 $38.70 | ▲ +13.06% | ▲ +8.22% | $39.91 (+16.59%) |
Apr 29, 2026 25w ago | 6-K | $30.59 $36.84 | ▲ +20.43% | ▲ +16.32% | $39.91 (+30.47%) |
Apr 20, 2026 27w ago | Insider Cluster | $29.28 $40.72 | ▼ −39.07% | ▼ −32.29% | $39.91 (−36.30%) |
US Market Status
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