The strong sequential and YoY revenue acceleration, particularly in the ATM segment, reinforces the advanced packaging demand thesis driven by AI/HPC. With the 20-F showing 2025 full-year revenue of $20.6B and net profit of $1.28B, this monthly data point suggests momentum is building into Q3. Monitor the September monthly print and Q3 earnings for confirmation of the trend.
Price Chart
Executive Summary
ASE Technology reported August 2026 monthly net revenues of NT$82,247 million (US$2,556 million), up 11.5% sequentially and 45.7% YoY in NT$ terms. The ATM assembly, testing, and materials segment grew 53.1% YoY. This is a single-month revenue snapshot, not a full quarterly earnings release, but the acceleration from the prior month and strong YoY growth signal continued robust demand for advanced packaging and testing services.
Key Facts
- August 2026 consolidated net revenues: NT$82,247 million (US$2,556 million)
- Sequential revenue growth of 11.5% (NT$) / 10.7% (US$)
- YoY revenue growth of 45.7% (NT$) / 34.6% (US$)
- ATM (assembly, testing, materials) segment: NT$51,287 million (US$1,594 million), up 7.9% sequentially and 53.1% YoY
- July 2026 net revenues were NT$73,784 million (US$2,309 million)
- August 2025 net revenues were NT$56,466 million (US$1,899 million)
Financial Impact
August monthly revenue of US$2,556M represents a ~34.6% YoY increase, with the ATM segment accelerating to 53.1% YoY growth. Sequential acceleration from July (+10.7% in USD) suggests strong end-market demand.
Risk Factors
- Single-month data point — not a full quarterly earnings release; seasonality and month-end lumpiness can distort
- NT$ appreciation vs USD could compress reported USD revenue growth (NT$ growth of 45.7% vs USD growth of 34.6%)
- Forward-looking statements carry execution and cyclical demand risks typical of the semiconductor industry
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0000950103-26-013682 |
| Document: 0000950103-26-013682-index-headers.html | 0000950103-26-013682 |
| Document: 0000950103-26-013682-index.html | 0000950103-26-013682 |
| Document: 0000950103-26-013682.txt | 0000950103-26-013682 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 9, 2026 23d ago | 6-K | $41.20 $38.44 | ▼ −6.70% | ▼ −6.37% | $47.45 (+15.17%) |
Aug 10, 2026 7w ago | 6-K | $37.59 $39.91 | ▲ +6.17% | ▲ +6.22% | $47.45 (+26.23%) |
Aug 3, 2026 8w ago | 6-K | $36.68 $37.59 | ▲ +2.48% | ▲ +0.45% | $47.45 (+29.36%) |
Jul 30, 2026 9w ago | 6-K | $34.77 $37.25 | ▲ +7.13% | ▲ +3.51% | $47.45 (+36.47%) |
Jun 9, 2026 16w ago | 6-K | $35.08 $38.50 | ▲ +9.75% | ▲ +7.34% | $47.45 (+35.26%) |
Jun 3, 2026 17w ago | Insider Cluster | $39.91 $34.30 | ▼ −14.06% | ▼ −10.24% | $47.45 (+18.89%) |
May 8, 2026 21w ago | 6-K | $34.23 $35.25 | ▲ +2.98% | ▲ +1.52% | $47.45 (+38.62%) |
Apr 29, 2026 22w ago | 6-K | $30.59 $33.44 | ▲ +9.32% | ▲ +6.21% | $47.45 (+55.12%) |
Apr 20, 2026 23w ago | Insider Cluster | $29.28 $30.85 | ▼ −5.36% | ▼ −4.45% | $47.45 (−62.06%) |
Apr 20, 2026 23w ago | Insider Cluster | $29.28 $30.85 | ▼ −5.36% | ▼ −4.45% | $47.45 (−62.06%) |
US Market Status
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