ASE Technology Stock Price, News & Analysis

ASE (NYSE:ASX) and Analog Devices (NASDAQ:ADI) signed a binding Memorandum of Understanding for strategic steps in Penang, Malaysia. ASE intends to purchase 100% of Analog Devices Sdn. Bhd. and its Penang manufacturing facility (build-up area > 680,000 square feet), and ADI plans to co-invest in upskilling the site. The companies also intend to enter a long-term supply agreement with ASE providing manufacturing services. The parties expect definitive agreements in Q4 2025 and a transaction close in H1 2026, subject to customary closing conditions and regulatory approvals.

ASE Technology Holding (NYSE: ASX) reported unaudited net revenues for September and Q3 2025. September net revenues were NT$60,561 million (+7.3% sequential, +9.0% YoY) / US$1,995 million (+5.1% sequential, +14.7% YoY). Q3 2025 net revenues were NT$168,569 million (+11.8% sequential, +5.3% YoY) / US$5,663 million (+17.1% sequential, +14.3% YoY).

The ATM (assembly, testing, material) segment reported September NT$34,997 million (+4.4% sequential, +20.0% YoY) and Q3 NT$100,289 million (+8.3% sequential, +16.9% YoY). A safe-harbor statement and investor relations contact were provided.

ASE Technology Holding (NYSE: ASX) reported strong monthly revenue growth for August 2025. The company's consolidated net revenues reached NT$56,466 million (US$1,899 million), marking a significant increase of 9.6% month-over-month and 6.7% year-over-year in NT$ terms.

The ATM (assembly, testing, and material) business segment demonstrated robust performance with net revenues of NT$33,510 million (US$1,127 million), showing impressive growth of 5.4% sequentially and 14.9% year-over-year in NT$ terms. In USD terms, ATM revenues grew 3.3% month-over-month and 25.7% year-over-year.

ASE Technology Holding (NYSE: ASX) has reported its unaudited consolidated net revenues for July 2025. The company's consolidated net revenues reached NT$51,542 million (US$1,769 million), showing a sequential increase of 4.1% from June 2025 but a slight year-over-year decline of 0.1% in NT$ terms.

The ATM (assembly, testing, and material) business segment demonstrated strong performance with net revenues of NT$31,783 million (US$1,091 million), representing a 3.6% increase from the previous month and a substantial 15.8% growth year-over-year. In USD terms, ATM revenues showed even more robust growth with a 29.0% year-over-year increase.

ASE Technology Holding (NYSE:ASX), a leading semiconductor assembly and testing services provider, reported its Q2 2025 financial results. The company achieved net revenues of NT$150,750 million, marking a 7.5% year-over-year increase and 1.8% sequential growth. However, net income decreased to NT$7,521 million from NT$7,778 million in Q2 2024.

Key operational metrics show packaging operations contributed 49% of revenues, testing 11%, and EMS operations 39%. The company maintained a strong market position with its top 5 customers accounting for 43% of total revenues. ASE's global presence spans across multiple countries, with a workforce of 100,450 employees as of June 30, 2025.

Financial highlights include a gross margin of 17.0%, operating margin of 6.8%, and equipment capital expenditures of US$992 million. The company's current ratio stands at 1.02 with a net debt to equity ratio of 0.52.

ASE Technology Holding (NYSE: ASX) has reported strong financial performance for June and Q2 2025. The company's consolidated net revenues reached NT$49,513 million in June 2025, showing a 5.5% year-over-year increase and a 1.0% sequential growth.

For Q2 2025, consolidated revenues totaled NT$150,750 million, representing a 7.5% year-over-year and 1.8% sequential increase. The ATM (assembly, testing, and material) business segment demonstrated particularly robust growth, with Q2 2025 revenues of NT$92,565 million, marking a significant 19.0% year-over-year and 6.8% sequential increase.

ASE Technology Holding (NYSE: ASX) reported its May 2025 unaudited consolidated net revenues, showing mixed results. The company's consolidated net revenues reached NT$49,027 million (US$1,587 million), representing a 6.1% decrease month-over-month but a 3.2% increase year-over-year. The ATM (assembly, testing and material) business segment demonstrated stronger performance, with net revenues of NT$30,581 million (US$990 million), showing a 15.1% year-over-year growth despite a 2.3% sequential decline. In US dollar terms, ATM revenues increased by 3.8% from April 2025 and showed significant growth of 20.6% compared to May 2024.

ASE has unveiled its new Fan-Out Chip-on-Substrate-Bridge (FOCoS-Bridge) with Through Silicon Via (TSV) technology, designed for next-generation AI and HPC applications. This advancement in ASE's VIPack™ portfolio delivers significant performance improvements, including a 72% reduction in resistance and 50% reduction in inductance compared to traditional FOCoS-Bridge technology. The innovation was demonstrated using an 85mm x 85mm test vehicle featuring two fan-out modules, each containing one ASIC chip and four HBM3 chips interconnected with four TSV bridge chips and 10 integrated passive device chips. The technology creates a shorter delivery path through TSV, enabling higher I/O density and enhanced thermal dissipation, making it particularly valuable for chiplet and high-bandwidth memory integration.

ASE has unveiled a groundbreaking co-packaged optics (CPO) device that directly mounts optical engines onto a substrate, achieving <5pJ/bit power consumption and significant bandwidth improvements. This innovation addresses critical data center challenges amid surging AI demands. The CPO technology demonstrates substantial efficiency gains compared to current solutions, reducing power consumption from 30pJ/bit (faceplate-pluggable) and 20pJ/bit (on-board) to less than 5pJ/bit. According to IDC, AI silicon in data centers will see 24.9% CAGR from 2024-2028. The technology enables shorter electrical paths, lower insertion loss, and improved power efficiency in packages >75mm X 75mm. McKinsey projects data center capacity demand to grow at 27% CAGR from 2023-2030, reaching 298 GigaWatts, up from current 60 GW.