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

Rhea-AI Summary

ASE Technology (NYSE: ASX) reported unaudited consolidated net revenues for November 2025 of NT$58,820 million (US$1,903 million), down 2.3% sequentially in NT$ and 3.9% sequentially in US$, but up 11.1% YoY in NT$ and 15.5% YoY in US$.

ASE's ATM assembly, testing and material segment posted November net revenues of NT$36,082 million (US$1,167 million), essentially flat sequentially in NT$ (+0.1%) and slightly down in US$ (-1.5%), while rising 23.6% YoY in NT$ and 28.5% YoY in US$.

Contact: ir@aseglobal.com, Tel: +886.2.6636.5678, https://www.aseglobal.com

Positive

• Consolidated net revenues +11.1% YoY (NT$)
• Consolidated net revenues +15.5% YoY (US$)
• ATM segment net revenues +23.6% YoY (NT$)
• ATM segment net revenues +28.5% YoY (US$)

Negative

• Consolidated sequential revenue decline of 2.3% (NT$)
• Consolidated sequential revenue decline of 3.9% (US$)
• ATM segment sequential decline of 1.5% (US$)

Key Figures

Nov 2025 net revenues NT$58,820 million Consolidated, November 2025

Sequential change (NT$) -2.3% Nov 2025 vs Oct 2025 consolidated

YoY change (NT$) +11.1% Nov 2025 vs Nov 2024 consolidated

Nov 2025 net revenues US$1,903 million Consolidated, November 2025

YoY change (US$) +15.5% Nov 2025 vs Nov 2024 consolidated

ATM net revenues NT$36,082 million ATM segment, November 2025

ATM YoY change (NT$) +23.6% Nov 2025 vs Nov 2024 ATM

ATM YoY change (US$) +28.5% Nov 2025 vs Nov 2024 ATM

Market Reality Check

$15.74 Last Close

Volume Volume 6,119,763 is slightly below 20-day average 6,571,141 (relative 0.93x). normal

Technical Shares at $15.74 trade above 200-day MA of $10.81 and sit just below the 52-week high of $16.39.

Peers on Argus

ASX gained 3.48% while key semiconductor peers showed mixed, generally modest moves (e.g., ON +2.25%, GFS +1.45%, CRDO -0.33%). The pre-news strength appears more stock-specific than a broad sector swing.

Historical Context

Date	Event	Sentiment	Move	Catalyst
Nov 10	Monthly revenues	Positive	+1.1%	October 2025 unaudited net revenues with solid YoY growth.
Nov 04	AI platform launch	Positive	-5.1%	Launch of IDE 2.0 AI-enhanced design ecosystem for packaging.
Oct 30	Q3 2025 earnings	Positive	+4.2%	Stronger Q3 results with revenue, income, and EPS growth.
Oct 21	Policy/minerals news	Positive	-2.4%	Critical minerals framework and gallium refinery plans for G50.
Oct 21	Strategic collaboration	Positive	-2.4%	Planned Penang facility acquisition and long-term supply agreement with ADI.

Pattern Detected

Recent news shows a pattern where broadly positive strategic or technology updates sometimes saw negative price reactions, while revenue and earnings reports more often aligned with positive moves.

Recent Company History

Over the last few months, ASE Technology reported consistent revenue growth and strengthening ATM contributions. The October 2025 monthly revenue release on Nov 10 showed YoY increases and produced a modest +1.05% move. Q3 2025 results on Oct 30 highlighted higher net revenues of NT$168,569 million and solid EPS, with the stock rising 4.23%. By contrast, the AI-driven IDE 2.0 design platform launch and the strategic collaboration with Analog Devices, both positive in tone, coincided with share price declines, indicating not all positive news has translated into immediate gains.

Market Pulse Summary

This announcement details November 2025 unaudited net revenues, showing consolidated growth of +11.1% year over year in NT$ and particularly strong ATM segment expansion of +23.6% in NT$. In recent quarters, ASE Technology’s disclosures have highlighted ATM as a key growth driver alongside improving profitability. Investors following this update may focus on how sustained monthly gains compare with prior 3Q25 figures of NT$168,569 million in net revenues and whether the sequential softness influences expectations for upcoming quarterly results.

AI-generated analysis. Not financial advice.

TAIPEI, Dec. 9, 2025 /PRNewswire/ -- ASE Technology Holding Co., Ltd. (NYSE: ASX, TAIEX: 3711, "ASEH" or the "Company"), announces its unaudited consolidated net revenues for November 2025.

CONSOLIDATED NET REVENUES (UNAUDITED)

		Nov		Oct		Nov		Sequential		YoY
(NT$ Million)		2025		2025		2024		Change		Change
Net Revenues		58,820		60,231		52,933		-2.3 %		+11.1 %
		Nov		Oct		Nov		Sequential		YoY
(US$ Million)		2025		2025		2024		Change		Change
Net Revenues		1,903		1,980		1,648		-3.9 %		+15.5 %

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

ATM NET REVENUES (UNAUDITED)

		Nov		Oct		Nov		Sequential		YoY
(NT$ Million)		2025		2025		2024		Change		Change
Net Revenues		36,082		36,039		29,185		+0.1 %		+23.6 %
		Nov		Oct		Nov		Sequential		YoY
(US$ Million)		2025		2025		2024		Change		Change
Net Revenues		1,167		1,185		909		-1.5 %		+28.5 %

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

Investor Relations Contact:

ir@aseglobal.com Tel: +886.2.6636.5678 https://www.aseglobal.com

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.

View original content:https://www.prnewswire.com/news-releases/ase-technology-holding-co-ltd-announces-monthly-net-revenues-302636198.html

SOURCE ASE Technology Holding Co., Ltd.

FAQ

What were ASE Technology (ASX) consolidated net revenues for November 2025?

ASE reported NT$58,820 million (US$1,903 million) in consolidated net revenues for November 2025.

How did ASE's November 2025 revenues compare year-over-year for ASX?

Consolidated revenues rose 11.1% YoY in NT$ and 15.5% YoY in US$ for November 2025.

What was the sequential revenue change for ASE (ASX) in November 2025?

Consolidated net revenues fell 2.3% sequentially in NT$ (and 3.9% in US$) versus October 2025.

How did ASE's ATM segment perform in November 2025 for ASX?

ATM net revenues were NT$36,082 million (US$1,167 million), up 23.6% YoY in NT$ and roughly flat sequentially (+0.1% NT$).

Where can investors contact ASE investor relations about the November 2025 numbers?

Investor relations can be reached at ir@aseglobal.com or Tel: +886.2.6636.5678; website https://www.aseglobal.com.