ASE Technology Reports 21.3% Revenue Growth in January 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
0mins
Should l Buy ASX?
Source: seekingalpha
- Significant Revenue Growth: ASE Technology reported consolidated net revenues of NT$59,989M ($1.906B) for January 2026, reflecting a 1.9% sequential increase from December 2025 and a robust 21.3% year-over-year growth, indicating strong market performance.
- Strong ATM Business Performance: The net revenues from the ATM assembly, testing, and material business reached NT$37,639M ($1.196B), with a slight sequential gain of 0.1% and a notable year-over-year growth of 33.8%, demonstrating sustained demand in this sector.
- Dollar Performance Fluctuations: While the ATM business's net revenues in USD saw a 0.4% sequential decline, they experienced a 39.5% year-over-year increase, reflecting ASE Technology's competitive edge and adaptability in the global market.
- Optimistic Future Outlook: ASE Technology targets $3.2B in LEAP revenue for 2026, driven by AI demand and advanced packaging technologies, showcasing the company's confidence in future growth prospects.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy ASX?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on ASX
Wall Street analysts forecast ASX stock price to rise
3 Analyst Rating
2 Buy
1 Hold
0 Sell
Moderate Buy
Current: 23.460
Low
17.00
Averages
24.35
High
36.75
Current: 23.460
Low
17.00
Averages
24.35
High
36.75
About ASX
ASE Technology Holding Co Ltd is a Taiwan-based company that mainly invests in packaging services, testing services, electronic product assembly technology and manufacturing services. The investment business includes general investment business projects. The packaging and testing business provides integrated circuit (IC) services, including packaging and module design, IC packaging, multi-chip packaging, micro and hybrid modules, memory packaging, front-end testing, wafer probe testing, finished product testing, substrate design, and manufacturing. The electronic manufacturing service business mainly provides a series of professional services such as development and design, material procurement, production and manufacturing, logistics, maintenance and other after-sales services for domestic and foreign brand manufacturers in the fields of communications, consumer electronics, computers, storage industrial, automotive electronics and other types of electronic products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
ASE Technology Reports 21.3% Revenue Growth in January 2026
- Significant Revenue Growth: ASE Technology reported consolidated net revenues of NT$59,989M ($1.906B) for January 2026, reflecting a 1.9% sequential increase from December 2025 and a robust 21.3% year-over-year growth, indicating strong market performance.
- Strong ATM Business Performance: The net revenues from the ATM assembly, testing, and material business reached NT$37,639M ($1.196B), with a slight sequential gain of 0.1% and a notable year-over-year growth of 33.8%, demonstrating sustained demand in this sector.
- Dollar Performance Fluctuations: While the ATM business's net revenues in USD saw a 0.4% sequential decline, they experienced a 39.5% year-over-year increase, reflecting ASE Technology's competitive edge and adaptability in the global market.
- Optimistic Future Outlook: ASE Technology targets $3.2B in LEAP revenue for 2026, driven by AI demand and advanced packaging technologies, showcasing the company's confidence in future growth prospects.
See More
ASE Technology Reports January 2026 Revenue Growth
- Significant Revenue Growth: ASE Technology Holding reported unaudited consolidated net revenues of NT$59,989 million for January 2026, reflecting a 1.9% increase from December 2025 and a 21.3% year-over-year growth, indicating strong performance in the semiconductor sector.
- Dollar Revenue Increase: In US dollar terms, January's net revenues reached $1,906 million, up 1.3% sequentially and 26.5% year-over-year, showcasing the company's sustained competitiveness in international markets.
- Strong ATM Assembly and Testing Business: The net revenues for this segment in January 2026 were NT$37,639 million, showing a slight sequential increase of 0.1% and a robust year-over-year growth of 33.8%, indicating ongoing strong market demand in this area.
- Outstanding Dollar Performance: The ATM assembly and testing segment generated net revenues of $1,196 million, despite a 0.4% sequential decline, it still achieved a remarkable year-over-year growth of 39.5%, reflecting the company's success in technological innovation and market expansion.
See More
ASE Technology Reports 21.3% Revenue Growth in January 2026
- Significant Revenue Growth: ASE Technology Holding reported unaudited consolidated net revenues of NT$59,989 million for January 2026, reflecting a robust 21.3% year-over-year increase, which is expected to bolster market confidence in the company's performance within the semiconductor sector.
- Strong ATM Business Performance: The net revenues from the automated testing and materials segment reached NT$37,639 million in January, marking a 33.8% increase compared to the same month last year, indicating the company's growing competitiveness in this niche market and potential for attracting more client partnerships.
- Dollar Revenue Increase: In US dollar terms, January's net revenues amounted to $1,906 million, up 26.5% year-over-year, showcasing strong demand in international markets and potentially laying the groundwork for future expansion.
- Optimistic Outlook: Despite facing market fluctuations and competitive pressures, ASE Technology's revenue growth and strong ATM business performance suggest that the company is likely to maintain its growth momentum moving forward, enhancing investor confidence.
See More
ASE Technology Q4 2025 Earnings Call Insights
- Significant Revenue Growth: ASE Technology reported consolidated net revenues of $177.9 billion for Q4 2025, reflecting a 6% sequential increase and a 10% year-over-year rise, indicating strong performance amid semiconductor market recovery, particularly driven by demand in AI and IoT sectors.
- Expansion of Leading Technology Services: The company anticipates that revenue from its leading-edge assembly packaging services will double from $1.6 billion to $3.2 billion in 2026, reflecting robust market demand for advanced packaging technologies and further solidifying ASE's leadership position in the industry.
- Aggressive Capital Expenditure Plans: ASE plans to invest $1.5 billion in machinery for 2026, following last year's $3.4 billion capital expenditure, with about two-thirds allocated for leading-edge services, demonstrating the company's strong confidence in future growth prospects.
- Continuous Margin Improvement: The gross margin for Q4 reached 19.5%, improving by 2.4 percentage points sequentially, while the ATM business achieved a gross margin of 26.3%, indicating significant progress in cost control and operational efficiency.
See More
ASE Technology Reports Strong Q4 2025 Financial Results
- Significant Revenue Growth: ASE Technology's unaudited net revenues for Q4 2025 reached NT$177.915 billion, marking a 9.6% year-over-year increase and a 5.5% sequential rise, indicating strong demand in the semiconductor assembly and testing services sector, further solidifying its market leadership.
- Substantial Net Income Increase: The net income attributable to shareholders for the quarter was NT$14.713 billion, up 58.5% from NT$9.312 billion in Q4 2024, reflecting not only revenue growth but also successful cost control and operational efficiency improvements.
- Improved Earnings Per Share: The basic earnings per share for Q4 2025 stood at NT$3.37 (approximately US$0.219), a 56.7% increase from NT$2.15 in Q4 2024, which is likely to boost investor confidence and potentially drive stock price appreciation.
- Margin Enhancement: The gross margin increased from 17.1% in Q3 2025 to 19.5% in Q4 2025, while the operating margin rose from 7.8% to 9.9%, indicating significant progress in enhancing profitability and optimizing cost structures.
See More
ASE Technology Q4 Earnings Exceed Expectations
- Earnings Beat: ASE Technology reported a Q4 GAAP EPS of $0.21, surpassing expectations by $0.01, indicating a sustained improvement in profitability that boosts investor confidence.
- Significant Revenue Growth: The company achieved NT$177.92 billion in revenue for Q4, marking a 9.7% year-over-year increase, reflecting successful sales growth amid strong market demand and further solidifying its market position.
- Gross Margin Improvement: The gross margin increased by 2.4 percentage points to 19.5% in Q4 from 17.1% in Q3, demonstrating effective cost control and pricing strategies that enhance overall profitability.
- Operational Efficiency Gains: The operating margin rose to 9.9% in Q4 from 7.8% in Q3, showcasing effective operational management and resource allocation, which is expected to lay a solid foundation for sustained future growth.
See More
ASE Technology Reports 21.3% Revenue Growth in January 2026
- Significant Revenue Growth: ASE Technology reported consolidated net revenues of NT$59,989M ($1.906B) for January 2026, reflecting a 1.9% sequential increase from December 2025 and a robust 21.3% year-over-year growth, indicating strong market performance.
- Strong ATM Business Performance: The net revenues from the ATM assembly, testing, and material business reached NT$37,639M ($1.196B), with a slight sequential gain of 0.1% and a notable year-over-year growth of 33.8%, demonstrating sustained demand in this sector.
- Dollar Performance Fluctuations: While the ATM business's net revenues in USD saw a 0.4% sequential decline, they experienced a 39.5% year-over-year increase, reflecting ASE Technology's competitive edge and adaptability in the global market.
- Optimistic Future Outlook: ASE Technology targets $3.2B in LEAP revenue for 2026, driven by AI demand and advanced packaging technologies, showcasing the company's confidence in future growth prospects.
See More
ASE Technology Reports January 2026 Revenue Growth
- Significant Revenue Growth: ASE Technology Holding reported unaudited consolidated net revenues of NT$59,989 million for January 2026, reflecting a 1.9% increase from December 2025 and a 21.3% year-over-year growth, indicating strong performance in the semiconductor sector.
- Dollar Revenue Increase: In US dollar terms, January's net revenues reached $1,906 million, up 1.3% sequentially and 26.5% year-over-year, showcasing the company's sustained competitiveness in international markets.
- Strong ATM Assembly and Testing Business: The net revenues for this segment in January 2026 were NT$37,639 million, showing a slight sequential increase of 0.1% and a robust year-over-year growth of 33.8%, indicating ongoing strong market demand in this area.
- Outstanding Dollar Performance: The ATM assembly and testing segment generated net revenues of $1,196 million, despite a 0.4% sequential decline, it still achieved a remarkable year-over-year growth of 39.5%, reflecting the company's success in technological innovation and market expansion.
See More
ASE Technology Reports 21.3% Revenue Growth in January 2026
- Significant Revenue Growth: ASE Technology Holding reported unaudited consolidated net revenues of NT$59,989 million for January 2026, reflecting a robust 21.3% year-over-year increase, which is expected to bolster market confidence in the company's performance within the semiconductor sector.
- Strong ATM Business Performance: The net revenues from the automated testing and materials segment reached NT$37,639 million in January, marking a 33.8% increase compared to the same month last year, indicating the company's growing competitiveness in this niche market and potential for attracting more client partnerships.
- Dollar Revenue Increase: In US dollar terms, January's net revenues amounted to $1,906 million, up 26.5% year-over-year, showcasing strong demand in international markets and potentially laying the groundwork for future expansion.
- Optimistic Outlook: Despite facing market fluctuations and competitive pressures, ASE Technology's revenue growth and strong ATM business performance suggest that the company is likely to maintain its growth momentum moving forward, enhancing investor confidence.
See More
ASE Technology Q4 2025 Earnings Call Insights
- Significant Revenue Growth: ASE Technology reported consolidated net revenues of $177.9 billion for Q4 2025, reflecting a 6% sequential increase and a 10% year-over-year rise, indicating strong performance amid semiconductor market recovery, particularly driven by demand in AI and IoT sectors.
- Expansion of Leading Technology Services: The company anticipates that revenue from its leading-edge assembly packaging services will double from $1.6 billion to $3.2 billion in 2026, reflecting robust market demand for advanced packaging technologies and further solidifying ASE's leadership position in the industry.
- Aggressive Capital Expenditure Plans: ASE plans to invest $1.5 billion in machinery for 2026, following last year's $3.4 billion capital expenditure, with about two-thirds allocated for leading-edge services, demonstrating the company's strong confidence in future growth prospects.
- Continuous Margin Improvement: The gross margin for Q4 reached 19.5%, improving by 2.4 percentage points sequentially, while the ATM business achieved a gross margin of 26.3%, indicating significant progress in cost control and operational efficiency.
See More
ASE Technology Reports Strong Q4 2025 Financial Results
- Significant Revenue Growth: ASE Technology's unaudited net revenues for Q4 2025 reached NT$177.915 billion, marking a 9.6% year-over-year increase and a 5.5% sequential rise, indicating strong demand in the semiconductor assembly and testing services sector, further solidifying its market leadership.
- Substantial Net Income Increase: The net income attributable to shareholders for the quarter was NT$14.713 billion, up 58.5% from NT$9.312 billion in Q4 2024, reflecting not only revenue growth but also successful cost control and operational efficiency improvements.
- Improved Earnings Per Share: The basic earnings per share for Q4 2025 stood at NT$3.37 (approximately US$0.219), a 56.7% increase from NT$2.15 in Q4 2024, which is likely to boost investor confidence and potentially drive stock price appreciation.
- Margin Enhancement: The gross margin increased from 17.1% in Q3 2025 to 19.5% in Q4 2025, while the operating margin rose from 7.8% to 9.9%, indicating significant progress in enhancing profitability and optimizing cost structures.
See More
ASE Technology Q4 Earnings Exceed Expectations
- Earnings Beat: ASE Technology reported a Q4 GAAP EPS of $0.21, surpassing expectations by $0.01, indicating a sustained improvement in profitability that boosts investor confidence.
- Significant Revenue Growth: The company achieved NT$177.92 billion in revenue for Q4, marking a 9.7% year-over-year increase, reflecting successful sales growth amid strong market demand and further solidifying its market position.
- Gross Margin Improvement: The gross margin increased by 2.4 percentage points to 19.5% in Q4 from 17.1% in Q3, demonstrating effective cost control and pricing strategies that enhance overall profitability.
- Operational Efficiency Gains: The operating margin rose to 9.9% in Q4 from 7.8% in Q3, showcasing effective operational management and resource allocation, which is expected to lay a solid foundation for sustained future growth.
See More
