ASE Technology Reports Significant Q1 Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy ASX?
Source: seekingalpha
- Earnings Growth: ASE Technology reported a GAAP EPS of NT$0.195 for Q1, with revenue reaching NT$173.66 billion, reflecting a 17.2% year-over-year increase, indicating strong market performance and sustained growth potential.
- Gross Margin Improvement: The gross margin increased by 0.6 percentage points to 20.1% in Q1 from 19.5% in Q4, showcasing effective cost control and pricing strategies that enhance profitability.
- Operating Margin Enhancement: The operating margin rose to 10.1% in Q1 from 9.9% in Q4, reflecting positive changes in operational efficiency and market demand, which contribute to overall financial health.
- Strong ATM Business: ASE's ATM business revenue surged by 33%, with March sales increasing by 19% year-over-year, indicating an expansion in market share and robust customer demand in key business areas.
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Analyst Views on ASX
Wall Street analysts forecast ASX stock price to fall
1 Analyst Rating
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 30.850
Low
17.00
Averages
17.00
High
17.00
Current: 30.850
Low
17.00
Averages
17.00
High
17.00
About ASX
ASE Technology Holding Co Ltd is a Taiwan-based company that mainly invests in packaging services, testing services, electronic product assembly technology and manufacturing services. The investment business includes general investment business projects. The packaging and testing business provides integrated circuit (IC) services, including packaging and module design, IC packaging, multi-chip packaging, micro and hybrid modules, memory packaging, front-end testing, wafer probe testing, finished product testing, substrate design, and manufacturing. The electronic manufacturing service business mainly provides a series of professional services such as development and design, material procurement, production and manufacturing, logistics, maintenance and other after-sales services for domestic and foreign brand manufacturers in the fields of communications, consumer electronics, computers, storage industrial, automotive electronics and other types of electronic products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
ASE Technology to Announce Q1 Earnings on April 29
- Earnings Announcement Schedule: ASE Technology is set to release its Q1 earnings report on April 29 before the market opens, drawing significant attention from investors after notable revenue fluctuations.
- Earnings Expectations: The consensus EPS estimate stands at $0.17, reflecting a staggering 96.5% decline year-over-year, indicating the challenging market conditions the company is navigating.
- Revenue Forecast: The anticipated revenue for Q1 is $5.24 billion, and despite the challenges, the revenue estimates have seen nine upward revisions in the last three months, suggesting a degree of market confidence in the company's future performance.
- Estimation Revision Dynamics: Over the past three months, there has been only one upward revision and no downward adjustments to the EPS estimates, indicating a relatively stable outlook from analysts regarding the company's profitability, which may influence investor sentiment.
See More
ASE Technology Reports Significant Q1 Growth
- Earnings Growth: ASE Technology reported a GAAP EPS of NT$0.195 for Q1, with revenue reaching NT$173.66 billion, reflecting a 17.2% year-over-year increase, indicating strong market performance and sustained growth potential.
- Gross Margin Improvement: The gross margin increased by 0.6 percentage points to 20.1% in Q1 from 19.5% in Q4, showcasing effective cost control and pricing strategies that enhance profitability.
- Operating Margin Enhancement: The operating margin rose to 10.1% in Q1 from 9.9% in Q4, reflecting positive changes in operational efficiency and market demand, which contribute to overall financial health.
- Strong ATM Business: ASE's ATM business revenue surged by 33%, with March sales increasing by 19% year-over-year, indicating an expansion in market share and robust customer demand in key business areas.
See More
ASE Technology Holding Reports Q1 Earnings
- Q1 Earnings Report: ASE Technology Holding reported earnings of 3.08 New Taiwan dollars ($0.098) per share for Q1, indicating stable performance in a challenging economic environment, despite overall market uncertainties.
- Market Reaction: While the earnings data did not significantly exceed market expectations, the company's stable financial performance may positively influence investor confidence moving forward.
- Future Outlook: The company did not provide specific future guidance in its report, which may lead to increased market scrutiny regarding its upcoming performance, with investors closely monitoring developments.
- Industry Context: Against the backdrop of overall volatility in the semiconductor industry, ASE's earnings performance demonstrates resilience, potentially providing a competitive edge in future market dynamics.
See More
ASE Technology Reports Strong Q1 2026 Financial Results
- Revenue Growth: ASE Technology reported net revenues of NT$173.66 billion for Q1 2026, reflecting a year-over-year increase of 17.2%, although down 2.4% sequentially, indicating sustained demand in the semiconductor assembly and testing services sector.
- Profit Improvement: The net income attributable to shareholders reached NT$14.15 billion this quarter, significantly up from NT$7.55 billion in Q1 2025, showcasing a marked improvement in the company's profitability.
- Earnings Per Share: Basic earnings per share stood at NT$3.24 (approximately US$0.205), an 85.7% increase from NT$1.75 in the same quarter last year, demonstrating the company's commitment to enhancing shareholder returns.
- Capital Expenditures: Equipment capital expenditures totaled US$1.003 billion in Q1 2026, with NT$636 million allocated to packaging operations, reflecting the company's strategic investment in future growth.
See More
ASE Technology Reports 17.2% Revenue Growth in Q1 2026
- Significant Revenue Growth: ASE Technology reported unaudited net revenues of NT$173.66 billion for Q1 2026, reflecting a 17.2% year-over-year increase despite a 2.4% sequential decline, indicating sustained demand in the semiconductor assembly and testing services sector.
- Net Income Improvement: The net income attributable to shareholders reached NT$14.15 billion for the quarter, a substantial increase from NT$7.55 billion in Q1 2025, showcasing a significant enhancement in profitability, although it decreased from NT$14.71 billion in Q4 2025.
- Earnings Per Share Performance: Basic earnings per share stood at NT$3.24 (approximately US$0.205), a notable rise from NT$1.75 in Q1 2025, reflecting strong profitability, even though it showed a slight decline compared to NT$3.37 in Q4 2025.
- Robust EBITDA: The EBITDA for the first quarter was NT$38.17 billion, demonstrating the company's ongoing efforts in operational efficiency and cost control, despite a slight decrease from NT$38.34 billion in the previous quarter, laying a solid foundation for future growth.
See More
ASE Technology Hosts 2025 Annual Supplier Day
- Supplier Day Highlights: ASE Technology's 2025 Annual Supplier Day recognized contributions from over 100 suppliers, emphasizing the importance of technological innovation and knowledge sharing in enhancing industry competitiveness, showcasing the company's commitment to building a more resilient and collaborative supply chain ecosystem.
- Optimistic Market Outlook: COO Tien Wu stated that the global semiconductor industry is projected to exceed $1 trillion by 2026, reflecting strong structural growth driven by AI and High-Performance Computing, indicating the industry's long-term development potential.
- Sustainability Initiatives: Since 2022, ASE has assisted 37 suppliers in establishing greenhouse gas inventory systems aligned with ISO 14064, demonstrating the company's efforts in promoting a green, low-carbon supply chain, and awarded certificates of appreciation during the ceremony to recognize these achievements.
- Collaborative Industry Future: ASE aims to guide more suppliers in proactive sustainability actions through its supply chain collaboration program, enhancing the industry's positive impact and driving green growth, reflecting the company's adaptability and foresight in addressing technological and sustainable development challenges.
See More
ASE Technology to Announce Q1 Earnings on April 29
- Earnings Announcement Schedule: ASE Technology is set to release its Q1 earnings report on April 29 before the market opens, drawing significant attention from investors after notable revenue fluctuations.
- Earnings Expectations: The consensus EPS estimate stands at $0.17, reflecting a staggering 96.5% decline year-over-year, indicating the challenging market conditions the company is navigating.
- Revenue Forecast: The anticipated revenue for Q1 is $5.24 billion, and despite the challenges, the revenue estimates have seen nine upward revisions in the last three months, suggesting a degree of market confidence in the company's future performance.
- Estimation Revision Dynamics: Over the past three months, there has been only one upward revision and no downward adjustments to the EPS estimates, indicating a relatively stable outlook from analysts regarding the company's profitability, which may influence investor sentiment.
See More
ASE Technology Reports Significant Q1 Growth
- Earnings Growth: ASE Technology reported a GAAP EPS of NT$0.195 for Q1, with revenue reaching NT$173.66 billion, reflecting a 17.2% year-over-year increase, indicating strong market performance and sustained growth potential.
- Gross Margin Improvement: The gross margin increased by 0.6 percentage points to 20.1% in Q1 from 19.5% in Q4, showcasing effective cost control and pricing strategies that enhance profitability.
- Operating Margin Enhancement: The operating margin rose to 10.1% in Q1 from 9.9% in Q4, reflecting positive changes in operational efficiency and market demand, which contribute to overall financial health.
- Strong ATM Business: ASE's ATM business revenue surged by 33%, with March sales increasing by 19% year-over-year, indicating an expansion in market share and robust customer demand in key business areas.
See More
ASE Technology Holding Reports Q1 Earnings
- Q1 Earnings Report: ASE Technology Holding reported earnings of 3.08 New Taiwan dollars ($0.098) per share for Q1, indicating stable performance in a challenging economic environment, despite overall market uncertainties.
- Market Reaction: While the earnings data did not significantly exceed market expectations, the company's stable financial performance may positively influence investor confidence moving forward.
- Future Outlook: The company did not provide specific future guidance in its report, which may lead to increased market scrutiny regarding its upcoming performance, with investors closely monitoring developments.
- Industry Context: Against the backdrop of overall volatility in the semiconductor industry, ASE's earnings performance demonstrates resilience, potentially providing a competitive edge in future market dynamics.
See More
ASE Technology Reports Strong Q1 2026 Financial Results
- Revenue Growth: ASE Technology reported net revenues of NT$173.66 billion for Q1 2026, reflecting a year-over-year increase of 17.2%, although down 2.4% sequentially, indicating sustained demand in the semiconductor assembly and testing services sector.
- Profit Improvement: The net income attributable to shareholders reached NT$14.15 billion this quarter, significantly up from NT$7.55 billion in Q1 2025, showcasing a marked improvement in the company's profitability.
- Earnings Per Share: Basic earnings per share stood at NT$3.24 (approximately US$0.205), an 85.7% increase from NT$1.75 in the same quarter last year, demonstrating the company's commitment to enhancing shareholder returns.
- Capital Expenditures: Equipment capital expenditures totaled US$1.003 billion in Q1 2026, with NT$636 million allocated to packaging operations, reflecting the company's strategic investment in future growth.
See More
ASE Technology Reports 17.2% Revenue Growth in Q1 2026
- Significant Revenue Growth: ASE Technology reported unaudited net revenues of NT$173.66 billion for Q1 2026, reflecting a 17.2% year-over-year increase despite a 2.4% sequential decline, indicating sustained demand in the semiconductor assembly and testing services sector.
- Net Income Improvement: The net income attributable to shareholders reached NT$14.15 billion for the quarter, a substantial increase from NT$7.55 billion in Q1 2025, showcasing a significant enhancement in profitability, although it decreased from NT$14.71 billion in Q4 2025.
- Earnings Per Share Performance: Basic earnings per share stood at NT$3.24 (approximately US$0.205), a notable rise from NT$1.75 in Q1 2025, reflecting strong profitability, even though it showed a slight decline compared to NT$3.37 in Q4 2025.
- Robust EBITDA: The EBITDA for the first quarter was NT$38.17 billion, demonstrating the company's ongoing efforts in operational efficiency and cost control, despite a slight decrease from NT$38.34 billion in the previous quarter, laying a solid foundation for future growth.
See More
ASE Technology Hosts 2025 Annual Supplier Day
- Supplier Day Highlights: ASE Technology's 2025 Annual Supplier Day recognized contributions from over 100 suppliers, emphasizing the importance of technological innovation and knowledge sharing in enhancing industry competitiveness, showcasing the company's commitment to building a more resilient and collaborative supply chain ecosystem.
- Optimistic Market Outlook: COO Tien Wu stated that the global semiconductor industry is projected to exceed $1 trillion by 2026, reflecting strong structural growth driven by AI and High-Performance Computing, indicating the industry's long-term development potential.
- Sustainability Initiatives: Since 2022, ASE has assisted 37 suppliers in establishing greenhouse gas inventory systems aligned with ISO 14064, demonstrating the company's efforts in promoting a green, low-carbon supply chain, and awarded certificates of appreciation during the ceremony to recognize these achievements.
- Collaborative Industry Future: ASE aims to guide more suppliers in proactive sustainability actions through its supply chain collaboration program, enhancing the industry's positive impact and driving green growth, reflecting the company's adaptability and foresight in addressing technological and sustainable development challenges.
See More
