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Overview of ASE Technology Holding Co., Ltd.
ASE Technology Holding Co., Ltd. (TWSE: 3711) is a prominent entity in the semiconductor manufacturing services industry, specializing in semiconductor assembly and testing services as well as electronic manufacturing solutions. With an emphasis on advanced semiconductor packaging and testing methodologies, the company provides comprehensive turnkey solutions that integrate front-end engineering test, wafer probing, final test operations, packaging, and materials supply. These services ensure that semiconductor devices meet stringent quality standards while delivering high reliability and performance for diverse applications.
Core Business Areas and Operations
At its foundation, ASE Technology Holding Co., Ltd. operates across two principal segments: Semiconductor Assembly and Testing Services (ATM) and Electronic Manufacturing Services (EMS). In the ATM segment, the company focuses on converting raw semiconductor wafers into fully packaged devices through a process that involves precise engineering and meticulous quality assurance. The EMS segment further extends the company’s expertise by providing a broad range of services that include circuit board assembly and complete system integration. This dual approach enables ASEH to offer end-to-end solutions that span the entire semiconductor lifecycle.
Technological Capabilities and Innovation
The company has built its reputation on superior technological capabilities and breakthrough innovations. By investing in research and development, ASEH continually enhances its technological edge, ensuring that its processes remain at the forefront of the semiconductor industry. Its services encompass front-end engineering test, wafer probing, and final test operations that utilize state-of-the-art equipment and advanced testing methodologies. This commitment to innovation is reflected in numerous technological breakthroughs that have helped the company optimize product performance and reliability.
Global Presence and Market Position
ASE Technology Holding Co., Ltd. operates on a truly global stage, with operations spread across key regions including Taiwan, China, South Korea, Japan, Singapore, Malaysia, Vietnam, Mexico, Tunisia, and major markets in Europe and the United States. This extensive geographic footprint not only strengthens the company’s operational resilience but also diversifies its customer base across various high-demand markets. By establishing a robust presence in both mature and emerging economies, ASEH is well-positioned to navigate the competitive dynamics of the semiconductor industry.
Quality, Reliability, and Competitive Differentiation
Quality and reliability are central to ASEH’s operational philosophy. The company is committed to delivering products and services that meet the most rigorous industry standards. Leveraging advanced technologies and breakthrough innovations, ASEH consistently achieves production excellence and operational efficiency. Its integrated approach to semiconductor testing and assembly ensures that customers receive products that are not only technologically advanced but also dependable in performance. Unlike many of its competitors that may focus solely on specific segments, ASEH’s comprehensive service portfolio enables it to address a wider array of customer needs, further solidifying its competitive position.
Integrated Supply Chain and Customer Focus
The company’s business model is underpinned by an integrated supply chain that supports its high-quality manufacturing processes. This involves close collaboration with suppliers, continual process optimization, and strict quality control measures. As a result, ASE Technology Holding Co., Ltd. has developed strong, long-term relationships with key players in the global electronics market. Its customer-centric approach ensures that it remains responsive to the rapidly evolving demands of the semiconductor industry while providing innovative, reliable, and scalable manufacturing solutions.
Industry Terminology and Expert Insights
Within the complex realm of semiconductor manufacturing, ASEH utilizes industry-specific terminology such as "turnkey solutions," "wafer probing," and "final test operations" to describe its advanced processes. These terms reflect the company’s technical expertise and its ability to navigate a multifaceted supply chain. The company’s emphasis on precision engineering, coupled with its focus on reliability and efficiency, exemplifies its deep understanding of semiconductor technologies and market needs.
Significance in the Competitive Landscape
ASE Technology Holding Co., Ltd. is a critical contributor to the semiconductor industry’s global value chain. Its advanced manufacturing services not only support the production of high-performance electronic components but also enable innovations across various technology sectors. The company’s strategic investments in research and technology have allowed it to maintain a competitive edge in a market characterized by rapid technological evolution and intense competition. ASEH’s commitment to quality and continuous improvement is evident in its ability to meet the stringent demands of its clients, making it a trusted partner across the semiconductor ecosystem.
Conclusion
In summary, ASE Technology Holding Co., Ltd. stands as a multifaceted enterprise with a robust presence in semiconductor assembly, testing, and electronic manufacturing services. Through its integrated approach, technological excellence, and global operations, the company delivers unmatched value in ensuring the reliability and high performance of electronic components. Its operational capabilities, advanced manufacturing processes, and dedication to superior quality are central to its ongoing relevance and significance within a highly competitive and rapidly advancing industry.
ASE Technology Holding (NYSE: ASX) reported its Q4 2024 and full-year 2024 financial results. Q4 net revenues reached NT$162,264 million, up 1.0% YoY and 1.3% QoQ. Net income was NT$9,312 million, down from NT$9,392 million in Q4 2023 and NT$9,733 million in Q3 2024.
For full-year 2024, net revenues were NT$595,410 million, increasing 2.3% from 2023. Net income rose to NT$32,483 million from NT$31,725 million in 2023. The company's operations are divided between ATM (Assembly, Testing, and Materials) and EMS (Electronic Manufacturing Services), contributing 53% and 46% of revenues respectively.
Gross margin slightly decreased to 16.4% in Q4 from 16.5% in Q3 2024. Operating margin declined to 6.9% from 7.2% in Q3. The company maintained a current ratio of 1.19 and a net debt to equity ratio of 0.37 as of December 31, 2024.
USI (SSE 601231) and Tech Mahindra (NSE: TECHM) have announced a strategic collaboration to establish USI's first Engineering Offshore Development Center (ODC) in Bengaluru, India. The center, located at Tech Mahindra's office, will focus on smart device engineering innovation, leveraging Tech Mahindra's specialized talent pool and advanced labs. The facility will provide comprehensive services including modem software development, android telephony, middleware, board support package, device driver engineering, and PCB design. This collaboration aims to accelerate time-to-market, enhance device software development, and hardware design capabilities while providing scalable solutions for connected devices, additive manufacturing, and AR/VR technologies.
ASE Technology Holding reported strong Q3 2024 financial results with net revenues of NT$160,105 million, up 3.9% year-over-year and 14.2% sequentially. Net income reached NT$9,666 million, increasing from NT$8,776 million in Q3 2023 and NT$7,778 million in Q2 2024. Earnings per share rose to NT$2.24 (US$0.138 per ADS). The company's operations showed mixed performance, with ATM segment's gross margin improving to 23.1%, while EMS segment's gross margin decreased to 9.0%. Overall operating margin improved to 7.2% from 6.4% in Q2 2024.
ASE Technology Holding Co., (ASX) reported its Q2 2024 financial results. Key highlights include:
- Net revenues of NT$140,238 million, up 2.9% YoY and 5.6% QoQ
- Net income of NT$7,783 million, up from NT$7,740 million in Q2 2023
- Basic EPS of NT$1.80 (US$0.112 per ADS)
- Gross margin increased to 16.4% from 15.7% in Q1 2024
- Operating margin improved to 6.4% from 5.7% in Q1 2024
The company's ATM segment saw a 2.2% YoY and 5.3% QoQ increase in net revenues, while the EMS segment grew 4.1% YoY and 6.0% QoQ. Capital expenditures totaled US$406 million for the quarter.
USI has officially opened its new Tonala Site in Mexico, marking a significant expansion of its global footprint. The grand ceremony, held on July 16th, 2024, was attended by local government officials and business leaders. The new facility, located in Industrial park Axis, represents a strategic investment of nearly $82 million USD and is expected to create 3,000 new jobs.
Bernardo Santos, General Manager of the Guadalajara and Tonala Sites, emphasized the site's mission to foster innovation and contribute to regional economic development. Matthew Behringer, SVP of Corporate Operations Development, highlighted the site's role in enhancing USI's service capabilities in North America. The company also reaffirmed its commitment to sustainability, with plans to extend its green initiatives to the new Tonalá factory.
ASE Technology Holding Co., Ltd. (TWSE: 3711, NYSE: ASX) reported Q1 2023 net revenues of NT$130,891 million, a decrease of 9% year-over-year and 26% sequentially. The net income attributable to shareholders fell to NT$5,817 million from NT$12,907 million in Q1 2022 and NT$15,730 million in Q4 2022. Basic earnings per share (EPS) were NT$1.36 (US$0.089 per ADS), down from NT$3.01 in Q1 2022. The company faced a decline in gross margin to 14.8%, down 4.4 percentage points from Q4 2022. Key segments showed varied performance: ATM revenues were NT$73,319 million, down 13% year-over-year, while EMS revenues plummeted 31% sequentially. Capital expenditures stood at US$231 million for the quarter.