ASE Technology's July Revenue Jumps 43% YoY to NT$73.8B, Extending a Powerful Growth Run
ASX has more than doubled off its 52-week low of $9.52.
Summary
ASE Technology reported July 2026 revenue of NT$73.8 billion, a 43.2% YoY increase, with its ATM business up 49.5%. The results extend a streak of strong monthly reports and support the recently raised full-year outlook.
Key Events · Earnings and Guidance · ASX
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July Revenue Hits NT$73.8B
Consolidated net revenues rose 43.2% YoY to NT$73.8 billion (US$2.3 billion), with sequential growth of 12.2% from June.
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ATM Segment Surges 49.5% YoY
ATM assembly, testing, and materials revenue reached NT$47.5 billion (US$1.5 billion), driven by strong demand for advanced packaging.
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Guidance Momentum
The July results follow a Q2 report where full-year ATM revenue growth guidance was raised to 35%, suggesting the upgraded target may be exceeded.
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Insider Selling Context
Despite the strong operational performance, insiders have sold approximately $45 million in stock over the past 90 days, a potential cautionary signal.
Analysis · ASX · Manufacturing
July 2026 consolidated revenue came in at NT$73.8 billion (US$2.3 billion), a 43.2% year-over-year leap and a 12.2% sequential gain. The ATM (assembly, testing, and materials) segment was even stronger, surging 49.5% YoY to NT$47.5 billion. This builds on a second quarter in which net income soared 180% and management lifted the full-year ATM revenue growth target to 35%. The July print suggests that upgraded guidance may already be too conservative, reinforcing the view that ASE is a prime beneficiary of surging AI-driven semiconductor demand. While insiders have been selling recently, the operational performance remains exceptional.
How filings like this one have moved
In the 30 days to Oct 3, 2026, 28.9% of the 1666 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.57%. 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 $39.30 on NYSE in the Manufacturing sector, with a market capitalization of approximately $79.7B. The 52-week trading range was $9.52 to $45.52. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.