ASE Technology Holding Co., Ltd. Announces Monthly Net Revenues*
Rhea-AI Summary
ASE Technology (NYSE: ASX) reported unaudited consolidated net revenues for May 2026. Consolidated net revenues were NT$63,033 million (US$2,001 million), up 1.3% sequentially and 28.6% year over year in NT$ terms.
ATM assembly, testing and material net revenues reached NT$42,162 million (US$1,338 million), increasing 4.1% sequentially and 37.9% year over year in NT$ terms.
AI-generated analysis. How Rhea-AI works. Not financial advice.
Positive
- Consolidated net revenues NT$63,033m, +1.3% MoM and +28.6% YoY
- Consolidated revenues US$2,001m, +2.2% MoM and +26.1% YoY
- ATM segment revenues NT$42,162m, +4.1% MoM and +37.9% YoY
- ATM segment revenues US$1,338m, +5.1% MoM and +35.2% YoY
Negative
- None.
News Market Reaction – ASX
On the day this news was published, ASX gained 0.93%, reflecting a mild positive market reaction. Our momentum scanner triggered 6 alerts that day, indicating moderate trading interest and price volatility. This price movement added approximately $721M to the company's valuation, bringing the market cap to $78.24B at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Historical Context
| Date | Event | Sentiment | 24h Move | Catalyst |
|---|---|---|---|---|
| May 26 | AI capacity expansion | Positive | +11.9% | Announced automated 310mm panel-level packaging line for AI and HPC workloads. |
| May 08 | Monthly revenues | Positive | +2.7% | Reported April 2026 net revenues with solid double-digit year-over-year growth. |
| Apr 29 | Quarterly earnings | Positive | +1.7% | Released 1Q26 results showing higher revenue, margins and net income year over year. |
| Apr 24 | Supplier recognition | Positive | +7.3% | Hosted Supplier Day highlighting collaboration, sustainability efforts and AI/HPC demand. |
| Apr 10 | Monthly/Q1 revenues | Positive | +1.4% | Announced March and Q1 2026 revenues with strong sequential and year-over-year growth. |
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Recent news, including AI capacity expansion, earnings, and monthly revenue updates, has consistently coincided with positive 24h price reactions.
Over the last few months, ASE reported steady operational progress. Monthly revenue releases for March and April 2026 showed double‑digit year‑over‑year growth, while 1Q26 results highlighted net revenues of NT$173,662 million and sharply higher profitability. An AI‑focused 310mm panel‑level packaging line, targeted for the first half of 2027, underscored growth ambitions. Supplier Day emphasized supply‑chain strength and sustainability. Today’s May 2026 revenue announcement fits this pattern of recurring updates that have previously drawn positive stock reactions.
Regulatory & Risk Context
AI-generated analysis. How Rhea-AI works. Not financial advice.
CONSOLIDATED NET REVENUES (UNAUDITED) | ||||||||||
May | Apr | May | Sequential | YoY | ||||||
(NT$ Million) | 2026 | 2026 | 2025 | Change | Change | |||||
Net Revenues | 63,033 | 62,247 | 49,027 | +1.3 % | +28.6 % | |||||
May | Apr | May | Sequential | YoY | ||||||
(US$ Million) | 2026 | 2026 | 2025 | Change | Change | |||||
Net Revenues | 2,001 | 1,957 | 1,587 | +2.2 % | +26.1 % | |||||
Net revenues for ATM assembly, testing and material business are as follows:
ATM NET REVENUES (UNAUDITED) | ||||||||||
May | Apr | May | Sequential | YoY | ||||||
(NT$ Million) | 2026 | 2026 | 2025 | Change | Change | |||||
Net Revenues | 42,162 | 40,502 | 30,581 | +4.1 % | +37.9 % | |||||
May | Apr | May | Sequential | YoY | ||||||
(US$ Million) | 2026 | 2026 | 2025 | Change | Change | |||||
Net Revenues | 1,338 | 1,274 | 990 | +5.1 % | +35.2 % | |||||
*This press release is intended to comply with |
Safe Harbor Notice:
This press release contains "forward-looking statements" within the meaning of Section 27A of the United States Securities Act of 1933, as amended, and Section 21E of the United States Securities Exchange Act of 1934, as amended. These statements are made under the "safe harbor" provisions of the U.S. Private Securities Litigation Reform Act of 1995. Although these forward-looking statements, which may include statements regarding our future results of operations, financial condition or business prospects, are based on our own information and information from other sources we believe to be reliable, you should not place undue reliance on these forward-looking statements, which apply only as of the date of this press release. The words "anticipate," "believe," "estimate," "expect," "intend," "plan" and similar expressions, as they relate to us, are intended to identify these forward-looking statements in this press release. These forward-looking statements are necessarily estimates reflecting the best judgment of our senior management and our actual results of operations, financial condition or business prospects may differ materially from those expressed or implied by the forward-looking statements for reasons including, among others, risks associated with cyclicality and market conditions in the semiconductor or electronic industry; changes in our regulatory environment, including our ability to comply with new or stricter environmental regulations and to resolve environmental liabilities; demand for the outsourced semiconductor packaging, testing and electronic manufacturing services we offer and for such outsourced services generally; the highly competitive semiconductor or manufacturing industry we are involved in; our ability to introduce new technologies in order to remain competitive; international business activities; our business strategy; our future expansion plans and capital expenditures; the strained relationship between the Republic of China and the People's Republic of China; general economic and political conditions; the recent shift in United States trade policies; possible disruptions in commercial activities caused by natural or human-induced disasters; fluctuations in foreign currency exchange rates; and other factors. For a discussion of these risks and other factors, please see the documents we file from time to time with the Securities and Exchange Commission, including the 2025 Annual Report on Form 20-F filed on April 1, 2026.
Investor Relations Contact:
ir@aseglobal.com
Tel: +886.2.6636.5678
https://www.aseglobal.com
View original content:https://www.prnewswire.com/news-releases/ase-technology-holding-co-ltd-announces-monthly-net-revenues-302794653.html
SOURCE ASE Technology Holding Co., Ltd.