ASX

ASE Technology Holding Co., Ltd. (ASX) earns a buy rating as advanced packaging demand, driven by AI and HPC complexity, accelerates revenue and margin growth. Q2 2026 revenue rose 26.7% and ATM segment revenue surged 36%, with ATM operating income up 124% and gross margin expanding to 27.3%. ASX's aggressive investments in advanced packaging, including new panel-level infrastructure and a major Kaohsiung facility, position it for sustained AI-driven growth.

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ASE Technology Holding Co., Ltd. continues to benefit from surging AI and data center demand, driving advanced packaging and test revenue growth and capacity expansion. Q2 results beat expectations, with 27% YOY revenue growth and robust revenue guidance, but margin guidance was a little soft due to rapid EMS and capacity ramp. The LEAP business continues to outperform, with $4B+ revenue expected in 2026 and another doubling possible next year.

ASE Technology Holding is rated a buy, driven by surging demand for advanced packaging and testing amid AI-driven semiconductor complexity. Q2 revenue grew 15.5% YoY to nearly $6B, with adjusted EPS nearly tripling and ATM segment revenue up 36.3% YoY. Gross and operating margins are expanding rapidly, with Q4 ATM gross margin expected to exceed previous ceilings and LEAP revenue tracking above targets.

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

ASE Technology expands AI semiconductor capacity as demand rises, boosting advanced packaging, testing and LEAP growth with major investment plans.

ASE Technology Holding Co., Ltd. (ASX) Q2 2026 Earnings Call Transcript

Taiwan's ASE Technology Holding , the world's largest ​chip packaging and testing provider, said on Thursday ‌it would raise this year's capital expenditure by $2 billion to around $10.5 billion, driven by strong demand.

ASE Technology NYSE: ASX reported second-quarter 2026 results marked by strong growth in its assembly, testing and materials business, driven by demand for leading-edge packaging and testing services as semiconductor customers expand AI-related hardware capacity.

TAIPEI, July 30, 2026 /PRNewswire/ -- ASE Technology Holding Co., Ltd. (TWSE: 3711, NYSE: ASX) ("We", "ASEH", or the "Company"), the leading provider of semiconductor assembly and testing services ("ATM") and the provider of electronic manufacturing services ("EMS"), today reported its unaudited[1] net revenues of NT$191,064 million for 2Q26, up by 26.7% year-over-year and up by 10.0% sequentially.