ASE Technology Holding Co., Ltd. Announces Monthly Net Revenues*

Rhea-AI Summary

ASE Technology Holding (NYSE: ASX) reported unaudited consolidated net revenues for January 2026 of NT$59,989 million (US$1,906 million), up +1.9% sequential and +21.3% year-over-year.

ATM assembly, testing and material net revenues were NT$37,639 million (US$1,196 million), essentially flat sequentially and up +33.8% YoY in NT$ (+39.5% YoY in US$). This release is provided to meet Taiwan regulatory requirements.

Positive

• Consolidated net revenues NT$59,989 million, +21.3% YoY
• Consolidated net revenues US$1,906 million, +26.5% YoY
• ATM segment revenue NT$37,639 million, +33.8% YoY
• ATM segment revenue US$1,196 million, +39.5% YoY

Negative

• None.

Key Figures

Jan 2026 net revenues: NT$59,989 million Dec 2025 net revenues: NT$58,865 million Jan 2025 net revenues: NT$49,444 million +5 more

8 metrics

Jan 2026 net revenues NT$59,989 million Consolidated, unaudited, January 2026

Dec 2025 net revenues NT$58,865 million Consolidated reference month in table

Jan 2025 net revenues NT$49,444 million Consolidated prior-year comparison

Consolidated YoY change +21.3% January 2026 vs January 2025, NT$ basis

Jan 2026 net revenues US$1,906 million Consolidated, unaudited, January 2026

ATM Jan 2026 revenues NT$37,639 million ATM assembly, testing and material, January 2026

ATM Jan 2025 revenues NT$28,137 million ATM prior-year comparison

ATM YoY change +33.8% January 2026 vs January 2025, NT$ basis

Market Reality Check

Price: $22.49 Vol: Volume 13,056,990 vs 20-d...

normal vol

$22.49 Last Close

Volume Volume 13,056,990 vs 20-day average 9,061,932 (1.44x activity ahead of the report). normal

Technical Shares at $22.15, trading above the $12.61 200-day MA and within 1.6% of the 52-week high.

Peers on Argus

ASX gained 6.03% with elevated volume, while key semiconductor peers like STM, O...

ASX gained 6.03% with elevated volume, while key semiconductor peers like STM, ON, GFS and UMC were also positive but with smaller moves (most under 2%, except CRDO at 8.81%). This points to a company-focused move rather than a sector-wide spike.

Historical Context

5 past events · Latest: Feb 05 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Feb 05	Earnings results	Positive	+6.7%	Strong 4Q25 and full-year 2025 revenue and earnings performance disclosed.
Jan 09	Monthly revenues	Positive	+1.8%	December, Q4, and full-year 2025 revenues showing solid year-over-year growth.
Dec 09	Monthly revenues	Positive	+1.5%	November 2025 consolidated and ATM revenues up double digits year over year.
Nov 10	Monthly revenues	Positive	+1.1%	October 2025 revenues grew year over year with ATM segment strength.
Nov 04	AI platform launch	Positive	-5.1%	Launch of IDE 2.0 AI-enhanced design ecosystem for advanced packaging.

Pattern Detected

ASX has typically reacted positively to revenue and earnings updates, with four of the last five news events showing gains after operational reports; the main divergence followed an AI platform launch rather than financial data.

Recent Company History

Over the past several months, ASE Technology has consistently reported growing revenues and profitability. The Feb 5, 2026 earnings release highlighted strong 4Q25 and full-year 2025 results, while monthly updates in October, November, and December 2025 showed steady consolidated and ATM segment growth. These announcements generally coincided with modest share price gains. The current January 2026 revenue update continues this pattern of incremental growth disclosures following a strong year.

Market Pulse Summary

This announcement details unaudited January 2026 net revenues, with consolidated sales of NT$59,989 ...

Analysis

This announcement details unaudited January 2026 net revenues, with consolidated sales of NT$59,989 million and ATM segment revenues of NT$37,639 million, both showing double-digit year-over-year growth. In recent months, ASE Technology has repeatedly reported rising consolidated and ATM revenues and strong 2025 results. Investors may track whether this growth pace continues in coming monthly updates and quarterly filings, while also comparing ATM momentum against total company trends and prior disclosures.

AI-generated analysis. Not financial advice.

TAIPEI, Feb. 10, 2026  /PRNewswire/ -- ASE Technology Holding Co., Ltd. (NYSE: ASX, TAIEX: 3711, "ASEH" or the "Company"), announces its unaudited consolidated net revenues for January 2026.

CONSOLIDATED NET REVENUES (UNAUDITED)

		Jan		Dec		Jan		Sequential		YoY
(NT$ Million)		2026		2025		2025		Change		Change
Net Revenues		59,989		58,865		49,444		+1.9 %		+21.3 %
		Jan		Dec		Jan		Sequential		YoY
(US$ Million)		2026		2025		2025		Change		Change
Net Revenues		1,906		1,880		1,506		+1.3 %		+26.5 %

 

Net revenues for ATM assembly, testing and material business are as follows:

ATM NET REVENUES (UNAUDITED)

		Jan		Dec		Jan		Sequential		YoY
(NT$ Million)		2026		2025		2025		Change		Change
Net Revenues		37,639		37,586		28,137		+0.1 %		+33.8 %
		Jan		Dec		Jan		Sequential		YoY
(US$ Million)		2026		2025		2025		Change		Change
Net Revenues		1,196		1,201		857		-0.4 %		+39.5 %

 

*This press release is intended to comply with Taiwan regulatory requirements.

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 2024 Annual Report on Form 20-F filed on March 27, 2025.

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-302682429.html

SOURCE ASE Technology Holding Co., Ltd.

FAQ

What were ASE (ASX) consolidated net revenues for January 2026?

ASE reported consolidated net revenues of NT$59,989 million (US$1,906 million). According to the company, that result was a +21.3% YoY increase and +1.9% higher than December 2025.

How did ASE's ATM segment perform in January 2026 (ASX)?

The ATM segment delivered NT$37,639 million in January 2026. According to the company, ATM revenue rose +33.8% YoY in NT$ while remaining essentially flat sequentially.

What was ASE's January 2026 revenue growth in US dollars (ASX)?

ASE reported US dollar revenues of US$1,906 million in January 2026, a +26.5% YoY increase. According to the company, US$ revenue rose modestly +1.3% versus December 2025.

Does ASE's January 2026 release affect regulatory reporting for ASX?

This monthly revenue disclosure is intended to comply with Taiwan regulatory requirements. According to the company, the unaudited figures are issued to meet those reporting obligations.

Were ASE's sequential revenue changes in January 2026 material for ASX?

Sequential changes were modest: consolidated +1.9% and ATM about +0.1% in NT$. According to the company, these month-to-month moves were minor compared with the strong YoY gains.