ASE Technology Holding: Rising Earnings, Improving Margins, And Robust Demand Fuel Upside

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.

Seeking Alpha • Aug 13, 2026

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

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.

PRNewsWire • Aug 10, 2026

ASE Technology Surges 82% in 6 Months: Buy, Sell or Hold the Stock?

ASX surges 82% in six months as strong AI packaging demand, rising LEAP sales and expanding margins support its growth outlook.

Zacks Investment Research • Aug 4, 2026

ASX Q2 Earnings Call Highlights AI Capacity Push

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

Zacks Investment Research • Jul 31, 2026

ASX Q2 Earnings Beat Estimates on AI-Driven LEAP, ATM Growth

ASE Technology Holding's Q2 earnings beat estimates as AI-driven LEAP and ATM demand boosts revenues, margins and the full-year ATM outlook.

Zacks Investment Research • Jul 31, 2026

ASE Technology Q2 Earnings Call Highlights

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.

MarketBeat • Jul 30, 2026

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

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

Seeking Alpha • Jul 30, 2026

ASE Technology Holding Co., Ltd. Reports Its Unaudited Consolidated Financial Results for the Second Quarter of 2026

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.

PRNewsWire • Jul 30, 2026

Taiwan's ASE Tech raises 2026 capex by $2 billion on strong demand

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.

Reuters • Jul 30, 2026

4 Stocks With Robust Net Profit Margins to Boost Portfolio Returns

Enhance your portfolio with SHG, ATI, GEO and ASX, each exhibiting strong net profit margins and steady earnings growth.

Zacks Investment Research • Jul 29, 2026