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

Rhea-AI Summary

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.

Positive

• ATM business segment showed strong 29.0% YoY growth in USD terms
• Consolidated revenues increased 4.1% sequentially in July 2025
• ATM segment revenues grew 3.6% month-over-month

Negative

• Consolidated net revenues declined 0.1% year-over-year in NT$ terms

Insights

Semiconductor Industry Analyst

ASE shows strong USD revenue growth with sequential improvement, despite flat NT$ performance, indicating positive currency tailwinds.

ASE Technology's July 2025 revenues reveal an interesting dichotomy between reporting currencies. While net revenues remained essentially flat year-over-year in Taiwan dollars (NT$51,542 million, -0.1%), they increased significantly when measured in US dollars ($1,769 million, +11.2%). This substantial difference highlights the significant impact of currency exchange movements on ASE's reported performance.

The company's core ATM (assembly, testing, and materials) business demonstrates particularly robust growth, with revenues of $1,091 million representing a +29.0% year-over-year increase in USD terms. Sequential growth is also healthy, with overall revenues up +6.5% from June in USD terms.

The contrast between NT$ and USD performance indicates ASE is benefiting from currency tailwinds that are enhancing its reported dollar-denominated results. This dynamic is particularly relevant for international investors who typically evaluate performance in USD. The strong sequential growth also suggests potential momentum in semiconductor packaging and testing services, which aligns with broader industry recovery patterns we're seeing in late 2025.

The ATM segment's outperformance compared to overall revenues indicates strength in ASE's core manufacturing operations, which represent approximately 62% of total revenue. This segment's 29% year-over-year growth in USD terms signals robust demand for advanced packaging and testing services, which are critical components in the semiconductor supply chain.

TAIPEI, Aug. 11, 2025 /PRNewswire/ -- ASE Technology Holding Co., Ltd. (NYSE: ASX, TAIEX: 3711, "ASEH" or the "Company"), announces its revised unaudited consolidated net revenues for July 2025.

CONSOLIDATED NET REVENUES (UNAUDITED)

		Jul		Jun		Jul		Sequential		YoY
(NT$ Million)		2025		2025		2024		Change		Change
Net Revenues		51,542		49,513		51,596		+4.1 %		-0.1 %
		Jul		Jun		Jul		Sequential		YoY
(US$ Million)		2025		2025		2024		Change		Change
Net Revenues		1,769		1,661		1,590		+6.5 %		+11.2 %

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

ATM NET REVENUES (UNAUDITED)

		Jul		Jun		Jul		Sequential		YoY
(NT$ Million)		2025		2025		2024		Change		Change
Net Revenues		31,783		30,671		27,443		+3.6 %		+15.8 %
		Jul		Jun		Jul		Sequential		YoY
(US$ Million)		2025		2025		2024		Change		Change
Net Revenues		1,091		1,029		846		+6.0 %		+29.0 %

*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

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SOURCE ASE Technology Holding Co., Ltd.

FAQ

What were ASE Technology's (NYSE: ASX) revenue results for July 2025?

ASE Technology reported consolidated net revenues of NT$51,542 million (US$1,769 million) for July 2025, showing a 4.1% increase from June 2025.

How did ASE Technology's ATM business perform in July 2025?

ASE's ATM business reported net revenues of NT$31,783 million (US$1,091 million), showing strong growth with a 15.8% increase year-over-year and 3.6% sequential growth.

What was ASE Technology's (ASX) year-over-year revenue growth in July 2025?

In NT$ terms, ASE's consolidated revenues showed a slight decline of 0.1% YoY, but in USD terms, revenues grew by 11.2% year-over-year.

How much did ASE Technology's revenues grow sequentially from June to July 2025?

ASE's consolidated revenues grew by 4.1% in NT$ terms and 6.5% in USD terms from June to July 2025.