ASE Technology Stock Price, News & Analysis

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.

ASE Technology Holding reported its unaudited consolidated net revenues for April 2025. The company's consolidated net revenues reached NT$52,211 million (US$1,590 million), showing a 13.9% year-over-year increase but a 2.9% sequential decline from March 2025. The ATM (assembly, testing and material) business segment recorded net revenues of NT$31,312 million (US$953 million), demonstrating strong growth with a 24.3% year-over-year increase and a slight 0.4% sequential improvement. This performance indicates robust demand for ASE's semiconductor packaging and testing services despite monthly fluctuations.

ASE Technology Holding reported Q1 2025 financial results with net revenues of NT$148,153 million, showing an 11.6% year-over-year increase but an 8.7% sequential decline. Net income reached NT$7,554 million, up from NT$5,660 million in Q1 2024.

The company's operations are divided into key segments: packaging (46%), testing (11%), and EMS (42%) of total revenues. Gross margin improved to 16.8%, while operating margin was 6.5%. Notable metrics include:

• Basic earnings per share: NT$1.75 (US$0.106 per ADS)
• Equipment capital expenditures: US$892 million
• Total employees: 96,436

In the ATM segment, revenues reached NT$86,668 million with a 17.3% year-over-year growth. The EMS segment generated NT$62,295 million, showing a 4.9% year-over-year increase. The company maintains a strong presence across Taiwan, China, South Korea, and other global locations.

ASE Technology Holding (NYSE: ASX) hosted its 'Best Suppliers of 2024' awards ceremony, recognizing 17 outstanding suppliers among 450 representatives from over 140 companies. The event marked the first-time inclusion of ESG criteria in supplier selection.

The company is pursuing ambitious environmental goals, including Net Zero 2050 and a 20% energy reduction by 2030. ASE is collaborating with 19 equipment suppliers on energy-efficient designs and acknowledged 8 suppliers for carbon inventory verification.

SEMI's Global CMO Terry Tsao highlighted ASE's role in leading the industry toward advanced technologies and sustainable transformation. The company's leadership emphasized the semiconductor market's projected growth to USD 1 trillion within the next decade, driven by AI demand. They also addressed challenges including net-zero policies, digitalization, regionalization, and geopolitical uncertainties impacting supply chains.