ASE (ASX) July Revenues NT$51.5B; ATM Sales +15.8% YoY
ASE Technology Holding Co., Ltd. reported revised unaudited consolidated net revenues for July 2025 of NT$51,542 million (US$1,769 million).
Rhea-AI Filing Summary
ASE Technology Holding Co., Ltd. reported revised unaudited consolidated net revenues for July 2025 of NT$51,542 million (US$1,769 million). Consolidated revenue rose 4.1% sequentially in NT$ and 6.5% sequentially in US$, while July was essentially flat year-over-year in NT$ (-0.1% YoY) but up 11.2% YoY in US$ versus July 2024. The assembly, testing and materials (ATM) segment generated NT$31,783 million (US$1,091 million), up 3.6% sequentially and 15.8% YoY in NT$ (29.0% YoY in US$). The company notes these figures are revised and unaudited and provided to meet Taiwan regulatory requirements.
Positive
- Consolidated net revenues increased sequentially by 4.1% in NT$ (and 6.5% in US$) from June to July 2025.
- ATM segment delivered robust YoY growth of 15.8% in NT$ (and 29.0% in US$) versus July 2024.
- Consolidated US$ revenues rose 11.2% YoY, reflecting stronger reported growth in dollar terms.
Negative
- Consolidated NT$ revenue was essentially flat YoY with a -0.1% change versus July 2024.
- Figures are revised and unaudited, so they should be treated as preliminary until corroborated by audited statements.
Insights
TL;DR: Sequential revenue growth with strong ATM segment year-over-year gains; US dollar presentation shows larger YoY improvement.
ASE's July snapshot shows short-term momentum: consolidated net revenues increased sequentially in both NT$ and US$, indicating improving monthly demand or seasonality. The ATM business posted meaningful YoY expansion in both NT$ (+15.8%) and especially US$ (+29.0%), which is material for near-term top-line performance. Because these are revised unaudited monthly figures, they are useful as an operational signal but should be validated against audited monthly or quarterly disclosures for balance-sheet and margin implications.
TL;DR: ATM segment strength drives July gains; increased US$ revenue growth may reflect mix or currency effects.
The ATM segment's NT$31.8 billion in July and double-digit YoY growth is notable for a capital-intensive packaging and testing provider, suggesting stronger demand for outsourced services. The divergence between NT$ and US$ year-over-year changes highlights the importance of monitoring currency translation and end-market mix. Monthly unaudited figures are informative for operations but do not replace comprehensive quarterly results when assessing capacity, utilization and margin trends.
FAQ
What were ASE's consolidated net revenues for July 2025 (ASX)?
How did July 2025 revenues compare sequentially and year-over-year?
What were ATM segment revenues and growth in July 2025?
Are the July 2025 revenue figures audited?
Where can investors find more detailed risk disclosures referenced in the release?
AI-generated analysis. How Rhea-AI works. Not financial advice.
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 6-K
REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16
UNDER THE SECURITIES EXCHANGE ACT OF 1934
August, 2025
Commission File Number 001-16125
ASE Technology Holding Co., Ltd.
(Translation of registrant’s name into English)
26, Chin 3rd Road
Kaohsiung, Taiwan
Republic of China
(Address of principal executive offices)
Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F.
| Form 20-F ☒ Form 40-F ☐ |
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
| ASE TECHNOLOGY HOLDING CO., LTD. | ||
| Date: August 11, 2025 | By: | /s/ Joseph Tung |
| Name: Joseph Tung | ||
| Title: Chief Financial Officer | ||
Investor Relations Contact:
ir@aseglobal.com Tel: +886.2.6636.5678 https://www.aseglobal.com |
ASE Technology Holding Co., Ltd.
Announces Monthly Net Revenues*
Taipei, Taiwan, R.O.C., august 11, 2025 – 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.