ASE Technology Holding Co., Ltd. Reports Its Unaudited Consolidated Financial Results for the Second Quarter of 2026
ASE Technology Holding Co. (TWSE:3711, NYSE:ASX) reported unaudited 2Q26 results. Net revenues were NT$191,064 million, up 26.7% YoY and 10.0% QoQ. Net income attributable to shareholders was NT$21,068 million. Basic EPS was NT$4.80. Gross margin rose to 21.0% and operating margin to 11.1%.
How this was made
The 30-second read
Why it matters
Consolidated results show strong YoY and sequential revenue growth, higher net income and EPS, and sequential gross margin improvement. Segment detail indicates ATM margins improved while EMS margins softened, shaping how traders may model mix and 2H26 profitability.
Market read
Traders can update near-term earnings expectations based on the reported revenue acceleration, EPS jump, and sequential margin improvement, while monitoring EMS margin softness and customer concentration risk.
What to watch
Customer concentration remains high (top customers represent large shares of revenue), and raw material costs are a major cost driver (45% of net revenues), which could pressure margins if input costs rise.
Background
ASE Technology Holding Co. (ASEH) is a leading semiconductor assembly and testing (ATM) and electronic manufacturing services (EMS) provider; this is its unaudited 2Q26 financial results release.
Ticker impact
ASE Technology reported 2Q26 net revenues of NT$191,064 million, up 26.7% YoY and 10.0% sequentially, with EPS rising sharply.
Likely positive for the stock, with upside skew if investors extrapolate the margin and revenue momentum into 2H26.
The release provides multiple directionally supportive datapoints: revenue growth, higher net income attributable to shareholders, and gross margin up to 21.0% from 20.0% sequentially.
Market effects
ATM/EMS peers may see read-across demand and margin expectations given ASE’s packaging/testing strength versus EMS margin softness.
Taiwan semiconductor services results can influence sentiment for regional assembly and test supply chains.
Global outsourced semiconductor manufacturing demand signals may affect broader risk appetite in the semiconductor services complex.
Counterpoint
EMS segment profitability declined sequentially (gross margin down, operating margin down), which could limit multiple expansion despite consolidated strength.
Key entities
- companyASE Technology Holding Co., Ltd.
Subject of the press release, reporting unaudited 2Q26 consolidated and segment financial results.
- business_segmentSemiconductor assembly and testing (ATM)
One of ASE’s main segments; reported higher revenues and improved gross and operating margins in 2Q26.
- business_segmentElectronic manufacturing services (EMS)
Another main segment; reported revenue growth but margin compression in 2Q26.
