ASE Technology Posts Record June Revenue, Q2 Climbs 26.7% YoY
ASX has more than doubled off its 52-week low of $9.295.
Summary
ASE Technology posted June revenue of US$2.09 billion (+25.9% YoY) and Q2 revenue of US$6.05 billion (+26.7% YoY), driven by a 36.3% surge in its ATM business. The results underscore strong semiconductor demand but come against a backdrop of significant insider selling.
Key Events · Earnings and Guidance · ASX
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Q2 Revenue Jumps 26.7% YoY
Consolidated Q2 2026 net revenues reached US$6.05 billion, up 26.7% from US$4.84 billion in Q2 2025, and up 9.8% sequentially from Q1 2026.
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ATM Business Surges 36.3% YoY
The ATM (assembly, testing, and materials) segment posted Q2 revenues of US$3.99 billion, a 36.3% increase year-over-year, highlighting strong demand for advanced packaging and testing services.
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June Revenue Hits US$2.09 Billion
June 2026 monthly net revenues were US$2.09 billion, up 25.9% from June 2025 and 4.5% sequentially from May 2026.
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Stock Near 52-Week High
The strong results come with the stock trading at $43.25, near its 52-week high of $45.52, reflecting positive market sentiment.
Analysis · ASX · Manufacturing
Standout June and Q2 2026 revenue underscore ASE Technology's momentum. Consolidated Q2 net revenues surged 26.7% year-over-year to US$6.05 billion, while the ATM (assembly, testing, and materials) segment stole the show with a 36.3% YoY jump to US$3.99 billion—a clear signal of robust demand in advanced packaging. This print extends a streak of strong monthly results and arrives with the stock near its 52-week high, reinforcing the bull case. The only cautionary note: insiders have been heavy net sellers over the past 90 days, offloading over $328 million in shares, which tempers the enthusiasm slightly.
How filings like this one have moved
In the 30 days to Aug 23, 2026, 29.4% of the 2831 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.04%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, ASX was trading at $43.25 on NYSE in the Manufacturing sector, with a market capitalization of approximately $85.3B. The 52-week trading range was $9.30 to $45.52. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.