Research · Oct 30, 2026
ASE Technology (ASX) Q3 2026 Earnings: ATM Margin Hits 30.6%, Debt Climbs
ASE Technology's Q3 2026 ATM revenue rose 20.1% and gross margin hit 30.6%, beating guidance, while capex outpaced cash flow and net debt to equity rose to 0.66.
Research · Oct 27, 2026
AI Chip Packaging Capacity Shifts Outside TSMC
TSMC buys silicon interposers from GlobalFoundries and Amkor has prepayment deals with about 12 customers as AI chip packaging capacity runs short.
Research · Oct 3, 2026
[ASX] ASE Technology: Q3 2026 Earnings Preview on Advanced Packaging Capacity
ASE Technology's Q2 2026 revenue rose 26.7% to NT$191.06 billion with a 27.3% ATM gross margin; Q3 tests whether new capacity lifts ATM sales and margins together.
Research · Sep 3, 2026
[ASX] ASE Technology Thesis 2026: Advanced Packaging Doubles as Leading-Edge Demand Arrives
ASE Technology FY25 (Dec 31, 2025; TWD) at NT$648.9B revenue (+8%). NI NT$40.9B; EPS NT$18.46. ATM revenue +20%; LEAP services NT$1.6B (13% of ATM); Testing +36%. EMS -5%. Capex NT$163B (+99% on advanced packaging build-out for AI). FY26 leading-edge revenue at least 2x; Q1 FY26 -5-7% QoQ.
$36.81
−5.75%