ASE Technology Revenue Rises 44.8% to NT$244,161 Million in Third Quarter
Key Facts
ASE Technology said unaudited consolidated net revenue was NT$244,161 million in the third quarter of 2026, up 27.8% from the previous quarter and 44.8% from the same period last year, according to a company statement issued on October 12. Assembly, testing and materials, or ATM, therefore outpaced consolidated revenue growth year on year. ATM revenue was about NT$151,485 million, up 20.1% quarter on quarter and 51.0% year on year. The company reported third-quarter figures in its monthly September revenue announcement, not in new financial results on October 29. The statement also presented comparisons in U.S. dollars, with consolidated revenue of $7,642 million, up 26.3% quarter on quarter and 34.9% year on year.
The comparisons between the two currencies show different reported growth rates. In New Taiwan dollars, consolidated revenue rose 44.8% year on year, compared with 34.9% in U.S. dollars. For ATM, annual growth was 51.0% in New Taiwan dollars and 40.6% in U.S. dollars. The quarter-on-quarter increase in the business's revenue was 20.1% in New Taiwan dollars and 18.7% in U.S. dollars, with revenue reaching $4,741 million in the third quarter. These figures reflect business revenue and its rates of change; they are not measures of profit. The October 12 statement presented the figures and comparisons without offering a causal explanation for the increase.
Consolidated revenue in September was NT$88,130 million, up 7.2% from August and 45.5% from September 2025. In U.S. dollars, monthly revenue reached $2,777 million, up 8.7% month on month and 39.2% year on year. ATM revenue was NT$52,674 million, up 2.7% from August and 50.5% year on year. In U.S. dollars, business revenue was $1,660 million, up 4.2% month on month and 44.0% year on year. ATM's annual growth thus exceeded consolidated revenue growth in September, in both New Taiwan dollar and U.S. dollar terms.
Second-quarter results provide context for comparison with the latest revenue figures. Net income attributable to the company's shareholders was NT$21,068 million in the second quarter, compared with NT$14,132 million in the first quarter and NT$7,521 million in the second quarter of 2025. Basic earnings per share were NT$4.80, or $0.304 per American depositary receipt. Gross margin rose to 21.0% from 20.0% in the first quarter, while operating margin increased to 11.1% from 10.1%. Second-quarter revenue was divided approximately among packaging at 52%, testing at 13%, electronic manufacturing services at 34% and other activities at 1%.
Capital expenditure on equipment in the second quarter was $1,695 million. The company allocated $840 million to packaging operations and $804 million to testing, along with $49 million to electronic manufacturing services and $2 million to interconnect materials and other activities. These items make up the reported spending for the period, allocated across the four operating areas listed in the company statement. In New York trading, the company's American depositary receipts closed at $43.92 on October 28, according to EL7 data. That was the closing price for that day; the available facts do not measure the stock's response to the October 12 revenue announcement.