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

Rhea-AI Summary

ASE Technology Holding (NYSE: ASX) reported unaudited consolidated net revenues of NT$52,097 million (US$1,653 million) for February 2026, down 13.2% sequentially from January but up 15.9% year‑over‑year in NT$ (US$ +20.3% YoY).

The ATM assembly, testing and materials segment recorded NT$34,972 million (US$1,110 million) in February, down 7.1% sequentially and up 28.0% YoY in NT$ (US$ +32.8% YoY).

Positive

• Consolidated net revenues of NT$52,097 million in February 2026 (+15.9% YoY)
• Consolidated US$ revenue of $1,653 million in February 2026 (+20.3% YoY)
• ATM segment revenue of NT$34,972 million in February 2026 (+28.0% YoY)
• ATM segment US$ revenue of $1,110 million in February 2026 (+32.8% YoY)

Negative

• Consolidated revenue declined 13.2% sequentially from January 2026
• ATM segment revenue declined 7.1% sequentially from January 2026

Key Figures

Feb 2026 net revenue: NT$52,097M YoY revenue change: +15.9% Sequential revenue change: -13.2% +5 more

8 metrics

Feb 2026 net revenue NT$52,097M Consolidated, February 2026

YoY revenue change +15.9% Consolidated NT$, Feb 2026 vs Feb 2025

Sequential revenue change -13.2% Consolidated NT$, Feb 2026 vs Jan 2026

Feb 2026 net revenue US$1,653M Consolidated, February 2026

YoY revenue change +20.3% Consolidated US$, Feb 2026 vs Feb 2025

ATM Feb 2026 revenue NT$34,972M ATM assembly, testing, material, Feb 2026

ATM YoY change +28.0% ATM NT$, Feb 2026 vs Feb 2025

ATM sequential change -7.1% ATM NT$, Feb 2026 vs Jan 2026

Market Reality Check

Price: $21.64 Vol: Volume 5,708,303 is 0.67x...

low vol

$21.64 Last Close

Volume Volume 5,708,303 is 0.67x the 20-day average of 8,481,029, indicating subdued trading activity pre-announcement. low

Technical Shares traded at 21.64, above the 200-day MA of 13.94, reflecting a sustained uptrend ahead of this release.

Peers on Argus

ASX was up 2.56% while key semiconductor peers STM, CRDO, ON, GFS and UMC showed...

ASX was up 2.56% while key semiconductor peers STM, CRDO, ON, GFS and UMC showed gains between 3.34% and 9.22%, but no peers appeared in the momentum scanner, suggesting the move was not flagged as a broad sector momentum event.

Historical Context

5 past events · Latest: Feb 10 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Feb 10	Monthly revenues	Positive	+1.5%	Reported January 2026 revenues with solid YoY and modest sequential growth.
Feb 05	Earnings update	Positive	+6.7%	4Q25 and 2025 results showed revenue growth, strong net income and capex.
Jan 09	Monthly/Q4 revenues	Positive	+1.8%	Reported December, Q4 and full-year 2025 revenues with solid YoY gains.
Dec 09	Monthly revenues	Positive	+1.5%	November 2025 revenues dipped sequentially but grew double-digit YoY.
Nov 10	Monthly revenues	Positive	+1.1%	October 2025 revenues showed modest sequential decline with healthy YoY growth.

Pattern Detected

Recent monthly revenue updates and earnings reports have been followed by modestly positive price reactions, indicating investors typically respond constructively to these disclosures.

Recent Company History

Over the last several months, ASE Technology has reported steady growth in consolidated and ATM segment revenues, with multiple monthly updates and detailed 4Q25 and full-year 2025 results. These showed rising net revenues, expanding margins, and strong ATM contribution. Price reactions to prior monthly revenue releases and the recent earnings report were positive, with 24-hour moves between about +1% and +7%. Today’s February 2026 revenue release fits into this ongoing cadence of growth updates.

Market Pulse Summary

This announcement details February 2026 unaudited net revenues, showing double-digit year-over-year ...

Analysis

This announcement details February 2026 unaudited net revenues, showing double-digit year-over-year growth in both consolidated and ATM businesses, but sequential declines versus January. It extends a steady stream of monthly revenue disclosures and follows strong 2025 results and margin improvements. Investors should watch upcoming monthly releases to see whether sequential softness is temporary, alongside how the ATM segment and overall consolidated revenues trend through 2026.

AI-generated analysis. Not financial advice.

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

CONSOLIDATED NET REVENUES (UNAUDITED)

		Feb		Jan		Feb		Sequential		YoY
(NT$ Million)		2026		2026		2025		Change		Change
Net Revenues		52,097		59,989		44,961		-13.2 %		+15.9 %
		Feb		Jan		Feb		Sequential		YoY
(US$ Million)		2026		2026		2025		Change		Change
Net Revenues		1,653		1,906		1,374		-13.3 %		+20.3 %

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

ATM NET REVENUES (UNAUDITED)

		Feb		Jan		Feb		Sequential		YoY
(NT$ Million)		2026		2026		2025		Change		Change
Net Revenues		34,972		37,639		27,332		-7.1 %		+28.0 %
		Feb		Jan		Feb		Sequential		YoY
(US$ Million)		2026		2026		2025		Change		Change
Net Revenues		1,110		1,196		835		-7.2 %		+32.8 %

*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-302708927.html

SOURCE ASE Technology Holding Co., Ltd.

FAQ

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

ASE reported consolidated net revenues of NT$52,097 million (US$1,653 million) for February 2026. According to the company, this was a 13.2% sequential decline from January and a 15.9% YoY increase in NT$.

How did ASE's February 2026 revenue compare year‑over‑year and sequentially?

February 2026 revenue rose 15.9% YoY in NT$ but fell 13.2% sequentially. According to the company, US$ terms showed a 20.3% YoY increase and a 13.3% sequential decline.

What were ASE's ATM segment revenues for February 2026 and their trends?

The ATM assembly, testing and materials segment reported NT$34,972 million (US$1,110 million) in February 2026. According to the company, this was 28.0% higher YoY but 7.1% lower sequentially versus January.

Does the February 2026 report from ASE (ASX) include audited figures?

No, the February 2026 figures are described as unaudited consolidated net revenues. According to the company, the release is intended to meet Taiwan regulatory requirements and is unaudited.

How significant is ASE's February 2026 YoY growth for investors in ASX stock?

February shows material YoY growth: 15.9% consolidated and 28.0% for ATM in NT$. According to the company, these YoY gains indicate stronger revenue versus February 2025, despite sequential declines.