ASX

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.