$ASX

ASE Technology (ASX) reported August 2026 revenue of $2.56B, up 34.6% YoY, driven by its ATM division. Q2 2026 saw revenue of NT$191,064M (up 26.7% YoY) and net income of NT$21,068M. ATM revenue rose 36.3% YoY with expanding margins, while capital expenditures and EMS segment risks persist.

The Reserve Bank of Australia (RBA) stated that ASX's clearing and settlement facilities still fall short in governance and risk management, despite some progress. The RBA expressed concerns about governance priorities and operational risk standards. ASX is addressing deficiencies through a Transformation Portfolio, but the RBA will maintain heightened scrutiny. ASX shares traded over 1% lower following the report.

ASE's subsidiary SPIL is reportedly finalizing plans for a new Arizona facility, expanding U.S. operations. ASE raised 2026 capex to $10.5B, including $4B for new plants. SPIL is also expanding in Taiwan, investing NT$200B over two years. Amkor increased Arizona investment to $12B, partnering with TSMC, which plans $100B in Arizona investments, including advanced packaging.

The ASX 200 fell 1.6% to 8,774.6, while ASX Limited shares rose 3 cents to A$55.23. The exchange operator benefits from increased trading activity, regardless of market direction. ASX's August activity data showed a 22% rise in daily cash-market trades and an 11% increase in on-market value. The company's fiscal 2026 revenue grew 13.3% to A$1.255 billion, with markets revenue up 18.6%. ASX trades at 20 times fiscal 2026 earnings, with a dividend yield of 3.7%.

ASE Technology (ASX) shares rose 15.9% in 3 months, outperforming peers. LEAP revenues exceed 2026 targets, with plans to double by 2027. Q2 2026 ATM revenues up 36% YoY, margins improved. EMS margins pressured by costs. ASX trades at a premium P/E. Management expects continued growth but notes execution risks.

The Australian Securities Exchange (ASX) has created a deputy chief information security officer (CISO) role, appointing Hanlie Botha. Botha previously served as CISO at Ticketek Entertainment Group and held cybersecurity roles at Woolworths Group and Ausgrid. ASX CIO Tim Whiteley stated the new role supports ASX's efforts to protect against cyber threats. Botha expressed excitement about joining ASX's team.

ASX Limited reported that director David Clarke increased his indirect shareholding via a family trust, acquiring 1,500 fully paid ordinary shares on 24 August 2026. The update reflects changes in Clarke's relevant interests and ensures regulatory transparency.

ASE Technology Holding (ASX) reported record ATM revenues of TWD 126.1 billion in Q2 2026, up 36% YoY. Gross margin rose to 27.3%, driven by higher operating leverage and LEAP services. ASX expects ATM revenues to grow 35% YoY for 2026, with improving profitability. Competitors Amkor (AMKR) and Intel (INTC) also reported strong results. ASX shares have surged 126.8% YTD, with a forward P/E of 21.82X.

Zacks reports ASE Technology Holding (ASX) is seeing strong LEAP advanced packaging and testing demand tied to AI infrastructure. For 1H 2026, ATM revenues rose 35% YoY, and ASX now expects 2026 ATM revenue growth of 35%. Q2 2026 ATM revenues hit a record TWD 126.1B, with gross margin 27.3%. ASX raised 2026 capex to about $10.5B. Competitors cited: Amkor (AMKR) and Intel (INTC).

Taiwan’s Taiex fell 0.46% to 45,811.01 after a four-session rise, with turnover of NT$1.06 trillion. TSMC gave up earlier gains, down 1.64% to NT$2,395.00, weighing the index. Dealers cited profit taking near 46,000 points. Foreign investors bought a net NT$45.35 billion.