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

Rhea-AI Summary

ASE Technology Holding (NYSE: ASX) reported unaudited consolidated net revenues for December, Q4 and full year 2025.

Key figures: December 2025 net revenues were NT$58,865m (+0.1% sequential, +11.3% YoY; US$1,880m, -1.2% sequential, +15.3% YoY). Q4 2025 revenues were NT$177,915m (+5.5% QoQ, +9.6% YoY; US$5,763m, +1.8% QoQ, +14.2% YoY). Full year 2025 revenues were NT$645,388m (+8.4% YoY; US$20,782m, +11.8% YoY).

ATM (assembly, testing, material) segment: December 2025 NT$37,586m (+4.2% sequential, +25.9% YoY; US$1,201m, +2.9% sequential, +30.4% YoY). Q4 2025 ATM NT$109,707m (+9.4% QoQ, +24.2% YoY). Full year 2025 ATM NT$389,228m (+19.4% YoY; US$12,539m, +23.2% YoY).

Positive

• Full year net revenues +8.4% YoY (NT$645,388m)
• Full year net revenues +11.8% YoY (US$20,782m)
• December consolidated revenues +11.3% YoY (NT$58,865m)
• December consolidated revenues +15.3% YoY (US$1,880m)
• ATM full year revenues +19.4% YoY (NT$389,228m)
• ATM December revenues +25.9% YoY (NT$37,586m)

Negative

• None.

Key Figures

Dec 2025 net revenues NT$58,865M Consolidated; +11.3% YoY, +0.1% sequential vs Dec 2024/Nov 2025

Q4 2025 net revenues NT$177,915M Consolidated; +9.6% YoY, +5.5% sequential vs Q4 2024/Q3 2025

FY 2025 net revenues NT$645,388M Consolidated full year; +8.4% YoY vs 2024

Dec 2025 ATM revenues NT$37,586M ATM segment; +25.9% YoY, +4.2% sequential vs Dec 2024/Nov 2025

Q4 2025 ATM revenues NT$109,707M ATM segment; +24.2% YoY, +9.4% sequential vs Q4 2024/Q3 2025

FY 2025 ATM revenues NT$389,228M ATM segment full year; +19.4% YoY vs 2024

Q4 2025 net revenues US$5,763M Consolidated; +14.2% YoY, +1.8% sequential vs Q4 2024/Q3 2025

FY 2025 net revenues US$20,782M Consolidated full year; +11.8% YoY vs 2024

Market Reality Check

$17.64 Last Close

Volume Volume 6,010,055 vs 20-day average 6,690,914 (relative volume 0.9). normal

Technical Price 17.33 is 2.67% below 52-week high and trading above 200-day MA 11.45.

Peers on Argus

ASX fell 1.65% while key semiconductor peers were mixed: STM -0.5%, ON -0.47%, GFS -2.53%, UMC -0.12%, and CRDO up 0.82%, suggesting stock-specific dynamics rather than a broad sector move.

Historical Context

Date	Event	Sentiment	Move	Catalyst
Dec 09	Monthly revenues	Positive	+1.5%	November 2025 revenues grew double‑digit YoY despite sequential decline.
Nov 10	Monthly revenues	Positive	+1.1%	October 2025 revenues increased YoY with stable ATM segment growth.
Nov 04	Product/platform launch	Positive	-5.1%	Launch of IDE 2.0 AI-enhanced design ecosystem for AI and HPC packaging.
Oct 30	Quarterly earnings	Positive	+4.2%	3Q25 results with revenue, income and EPS growth plus stronger ATM segment.

Pattern Detected

Recent monthly revenue updates have generally been followed by modest positive price reactions, while a product/platform launch saw a negative reaction despite constructive messaging.

Recent Company History

Over the past several months, ASE Technology reported steady growth through monthly revenue disclosures and stronger 3Q25 results. October and November 2025 net revenue updates showed year-over-year growth in both consolidated and ATM segments, with 24-hour price moves of +1.05% and +1.46%. Q3 2025 financials highlighted higher revenues, net income, and EPS, and the stock reacted with a +4.23% move. An AI-focused IDE 2.0 platform launch in early November coincided with a -5.06% move, indicating occasional disconnects between innovation announcements and short-term price action.

Market Pulse Summary

This announcement details December, Q4, and full-year 2025 net revenues, showing year-over-year growth at both the consolidated and ATM segment levels. It extends a series of monthly disclosures and follows stronger 3Q25 results. The figures help investors track how well prior guidance and momentum carried into year-end. Key aspects to watch in future updates include whether ATM growth remains ahead of the group, how EMS trends evolve, and how upcoming quarters compare with these elevated revenue baselines.

AI-generated analysis. Not financial advice.

TAIPEI, Jan. 9, 2026 /PRNewswire/ -- ASE Technology Holding Co., Ltd. (NYSE: ASX, TAIEX: 3711, "ASEH" or the "Company"), announces its unaudited consolidated net revenues for December, 4^th quarter and full year of 2025.

CONSOLIDATED NET REVENUES (UNAUDITED)

		Dec		Nov		Dec		Sequential		YoY
(NT$ Million)		2025		2025		2024		Change		Change
Net Revenues		58,865		58,820		52,905		+0.1 %		+11.3 %
		Dec		Nov		Dec		Sequential		YoY
(US$ Million)		2025		2025		2024		Change		Change
Net Revenues		1,880		1,903		1,632		-1.2 %		+15.3 %
		Q4		Q3		Q4		Sequential		YoY
(NT$ Million)		2025		2025		2024		Change		Change
Net Revenues		177,915		168,569		162,264		+5.5 %		+9.6 %
		Q4		Q3		Q4		Sequential		YoY
(US$ Million)		2025		2025		2024		Change		Change
Net Revenues		5,763		5,663		5,046		+1.8 %		+14.2 %
		Full Year		Full Year						YoY
(NT$ Million)		2025		2024						Change
Net Revenues		645,388		595,410						+8.4 %
		Full Year		Full Year						YoY
(US$ Million)		2025		2024						Change
Net Revenues		20,782		18,596						+11.8 %

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

ATM NET REVENUES (UNAUDITED)

		Dec		Nov		Dec		Sequential		YoY
(NT$ Million)		2025		2025		2024		Change		Change
Net Revenues		37,586		36,082		29,858		+4.2 %		+25.9 %
		Dec		Nov		Dec		Sequential		YoY
(US$ Million)		2025		2025		2024		Change		Change
Net Revenues		1,201		1,167		921		+2.9 %		+30.4 %
		Q4		Q3		Q4		Sequential		YoY
(NT$ Million)		2025		2025		2024		Change		Change
Net Revenues		109,707		100,289		88,363		+9.4 %		+24.2 %
		Q4		Q3		Q4		Sequential		YoY
(US$ Million)		2025		2025		2024		Change		Change
Net Revenues		3,553		3,371		2,747		+5.4 %		+29.3 %
		Full Year		Full Year						YoY
(NT$ Million)		2025		2024						Change
Net Revenues		389,228		325,875						+19.4 %
		Full Year		Full Year						YoY
(US$ Million)		2025		2024						Change
Net Revenues		12,539		10,178						+23.2 %

*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 (ASX) consolidated net revenues for December 2025?

December 2025 consolidated net revenues were NT$58,865 million (US$1,880 million).

How did ASE's Q4 2025 revenues compare to Q3 2025 for ASX?

Q4 2025 consolidated revenues were NT$177,915 million, up 5.5% sequentially from Q3 2025.

What was ASE's full year 2025 revenue growth for ASX?

Full year 2025 net revenues were NT$645,388 million, up 8.4% YoY (US$20,782m, +11.8% YoY).

How did ASE's ATM segment perform in Q4 and full year 2025 for ASX?

ATM Q4 2025 revenues were NT$109,707 million (+9.4% QoQ, +24.2% YoY); full year ATM revenues were NT$389,228 million (+19.4% YoY).

What was the month-over-month change in ASE's December 2025 revenues in US dollars for ASX?

December 2025 consolidated revenues in US dollars were US$1,880 million, down 1.2% sequentially from November 2025.